ASSET MANAGEMENT
Institutions and High-net-worth clients

• -Investment policy development.
• Recommendation and implementation of short- and medium-term strategies.
Companies

• External CFO.
• Cash management.
• Hedging strategies.
• Operational support.
Individuals

• Model portfolio for different risk profiles.
• Local and offshore accounts.
Investment strategy implementation and advice

• Efficient execution by reducing costs through our strategic alliances
• Monthly monitoring presentations
• Permanent communication via chat
• Consolidated and tailored portfolio reports
Strategic Alliances

Local and offshore accounts.
Main Clients