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Discretionary mandates with third party mutual funds
Mutual fund investing always through the cheapest available share class
Multi-booking capabilities conditional to client choice with traspaso. For example, whether the custody is in Spain or Luxembourg, we provide a customized solution with no retrocessions. We offer a rigorous process for selecting investment managers and strategies. Cost optimization is one of the top priorities; this implies even the use of index mutual funds when necessary. We meet our client’s sustainability preferences with impact investing funds as well as funds that promote Social and/or Environmental characteristics. In-depth analysis of the ESG investment stragy for every fund, ESG risk score categorization, best-in-class approach.
Direct investing in securities
Investment strategy implemented through equities, bonds, derivatives, etc.
We always pursue a long-term wealth management perspective for our investments and hence, we apply a contrarian view when looking for high profitable and straightforward businesses at an attractive valuation. We do not believe there is a unique formula for success, and we stick to the thought that investing requires effort, perseverance and criteria.
Our Responsible and Sustainable strategy focuses on promoting companies that either have policies or implement strategies that aim at improving their environmental footprint, respect for Human Rights, as well as providing exposure to global ESG enhancement. We have a proprietary methodology that combines quantitative and qualitative analysis for each holding.
Collective investment scheme discretionary mandates
When clients need to channel investments through a collective investment scheme
Among the most important ones we can highlight Spanish SICAV, Spanish mutual fund, Luxembourg SICAV and FCP. We manage collective investment schemes in accordance with a customized prospectus. If necessary, we assist and coordinate clients in the set-up process of a collective investment scheme. This process can be carried out in any European Union jurisdiction highlighting Spain and Luxembourg amongst others.Our investment process is tailored to every asset class and implemented by an independent investment team. We are able to address the diverse sustainable and responsible goal of our clients. Our investment process is tailored to every asset class and implemented by an independent investment team. We are able to address the diverse sustainable and responsible goal of our clients.