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  • €2.2bn

    AuM

  • 60

    professionals

  • 800+

    family offices

Services

  • Wide typology of contracts (Mifid)
  • High diversification of Asset Allocation by type of asset
  • Weight in alternatives according to investment objectives profile
  • Agility of tactical adjustments and procedures through electronic signature
  • Portfolio information with great depth of analysis
  • Discretionary management mandates, optimizing our resources in asset management
  • Professional management with maximum diversification by type of assets, markets and investment possibilities
  • Automatic monitoring of risk levels and tactical adjustments.
  • Portfolio information with great depth of analysis
  • Independent Advisory Service on global wealth
  • Specific equipment for this service, with extensive experience and multidisciplinary capabilities
  • Design of strategic plan, definition of asset distribution and selection of suppliers
  • Global wealth monitoring and constant review of results and opportunities
  • Personalized tracking information, with aggregation of portfolios, entities and other assets

Offices in Spain

  • Madrid (Wealth Management)

    Calle Fortuny 6
    28010
    Madrid

  • A Coruña

    C/Ferrol 1

    15004

    A Coruña

  • Barcelona

    Paseo de Gracia 101, 1r 2ª

    08008

    Barcelona

  • Bilbao

    Alameda de Recalde nº35-6º Dcha
    48011
    Bilbao

  • Sevilla

    Avenida de la Constitución 24 5ªplanta
    41004
    Sevilla

  • Zaragoza

    Paseo Independencia 8 Dupdo 2º
    50004
    Zaragoza

  • Vitoria

    Calle del General Álava 20

    01005

    Vitoria

  • San Sebastián

    Avenida Libertad 17

    20004

    San Sebastián

Legal information (in Spanish)

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