Wealth Management

Our clients' portfolios are structured according to their risk profile and investment objectives.

The Management of Portfolios is a service through which we offer the possibility of delegating investments to a team of independent professionals, dedicated exclusively to optimise the return of their assets, maintaining a perfect alignment with the interests of our clients.

 
 

Discretionary Investment Portfolio Management

Investment management is based on an "absolute return" strategy based on multi-asset and dynamic management, based on risk, volatility and absolute return according to the preferred risk rating

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Alternative Investment Portfolio Management

Discretionary portfolio management is an investment service by which the customer delegates the management of its investment account to a regulated and authorised entity.

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Ad-Hoc Portfolio

Ad hoc portfolio management services for clients with specific strategies not included in the main management services.

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