Our relationship model
We offer each client the dedication they need with regular meetings, face-to-face or remotely, at any time to see how their portfolio and market is evolving, as well as possible recommendations.
We offer specialised advice, tailored to the needs of each client, and we take on the optimum number of clients per adviser to guarantee a quality service.
A team of experts with extensive experience in high net worth planning to offer our clients a differential service with global solutions adapted to their investment objectives.
Each client has online access to view their positions, as well as their Equity Position Report.