offering you independent advice to support the professional management of your wealth
Who this is for
INDIVIDUALS
We accompany our clients in making investment decisions.
We rely on our experience, knowledge and technology to plan and achieve the profitability objectives set.
FAMILY GROUPS
We understand the history and particular characteristics of each family office and incorporate it into the financial advice they need.
We have in-depth knowledge of the financial needs and concerns of family groups, thanks to our experience and responsibility in managing various family groups.
BUSINESSES
We have our own experience in the development of business projects in various sectors (security, textile, financial, sports, hotels and so on) which we place at the service of financial advice to businesses.
Our own experience gives us a strong knowledge of the needs and objectives of our clients, which allows us to answer their concerns and meet their financial objectives more efficiently.
We also believe that our advice avoids duplication and unnecessary expenses.
As a sign of trust and transparency, the assets of our partners are invested in the same services that we recommend.
PLANNING
Life situation analysis
Strategic Equity and Financial Planning
Goal Setting
INVESTMENT POLICY
Personalised portfolio analysis
Identification of investment opportunities and vehicles
Cost optimisation with the financial institution
Advice for each need/phase
Search for funding
Simultaneous work with up to 20 financial entities
Monthly control and monitoring
Direct dialogue
Supervision of specific managers for each type of asset
Detailed study of all funds
Collaboration and communication with the tax advisor
Model
INDEPENDENCE
AND SECURITY
100% of our income comes from our clients, which eliminates any conflict of interest.
Financial advice in accordance with the regulatory framework of the European MiFID Directive. Authorised and supervised by the CNMV (National Securities Market Commission) with registration number 38.
RISKCONTROL
We assume the risk standard set individually for each client to achieve their objectives.
SMART TAX OPTIMISATION
We consider the effect of taxation as a way of aligning with the objectives and providing greater value to our clients.
We work as a team with the tax advisers of our clients.
Model. Process
Library
Our team recommends a selection of the most inspiring and useful books on finance for you.
THINKING FAST AND SLOW
Daniel Kahneman
THE LITTLE BOOK THAT BUILDS WEALTH
Pat Dorsey
INVIRTIENDO A LARGO PLAZO
Francisco García Paramés
EL INVERSOR INTELIGENTE
Benjamin Graham
UN PASO POR DELANTE DE LA BOLSA
Peter Lynch
LO MÁS IMPORTANTE PARA INVERTIR CON SENTIDO COMÚN
Howard Marks
ALICIA EN WALL STREET
Luis Allúe
COMMON SENSE ON MUTUAL FUNDS
John C. Bogle
SIMPLE BUT NOT EASY
Richard Oldfield
VALUE INVESTING: FROM GRAHAM TO BUFFETT AND BEYOND
Bruce Greenwald
THERE IS ALWAYS SOMETHING TO DO
Peter Cundill
POOR CHARLIE’S ALMANACK
Charles T. Munger
MANIAS, PANICS AND CRASHES
Charles P. Kindleberger
COMMON STOCKS AND UNCOMMON PROFITS
Philip A. Fisher
THE ZURICH AXIOMS
Max Gunther
THEY MADE AMERICA
Harold Evans
JOHN NEFF ON INVESTING
John Neff
THE VALUE INVESTORS: LESSONS FROM THE WORLD’S TOP FUND MANAGERS
Ronald Chan
EL PEQUEÑO LIBRO QUE AÚN VENCE AL MERCADO: DESCUBRE LA FÓRMULA MÁS RENTABLE PARA INVERTIR EN BOLSA
Joel Greenblatt
EXUBERANCIA IRRACIONAL
Robert J.Shiller
PROGRESO: 10 RAZONES PARA MIRAR AL FUTURO CON OPTIMISMO
Johan Norberg
