For customers who want to delegate financial analysis, investment decision and risk controlDescubre más
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.
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.
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.