Wealth Management

How we work

Our management approach

  • Global capacities
  •  Capital preservation oriented
  • Wide selection of assets
  •  Team specialized in fund selection

Contract typology

Wealth Management:

  • Operations outsourced in order to obtain immediacy and adaptability in decision-making
  • This efficiency allows the inclusion of all types of assets
  • Portfolios or Sicavs

Advisory:

  • Operations not outsourced
  • The client processes the orders of each of the movements
  • Electronic signature for documents