Absolute return strategy
Discretionary Portfolio Management is based on an “absolute return” strategy with dynamic, multi-asset management, based on risk control, volatility and absolute return according to the risk rating assigned to each client.
The Management Model is a process where the rigour in the decision-making process stands out
Some of these are: strategic asset allocation, risk control, open architecture, product selection, investments in real and alternative economies).
We have state-of-the-art technology applied to both internal risk management and control processes and to reporting tools for clients.
Latest generation technology
- Independent, Dedicated and Professional Management
- Transparency, information for the client
- Active Management
- Estate Planning
- Discipline and Control
- Multi-Jurisdictional and Multi-Custodian Management
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