A Discretionary Portfolio Management Mandate solution will be suitable for Clients who wish to entrust the management of their portfolio to a specialized team.
to the experts
This service is a tailor-made approach to the management of diversified investment portfolios for Clients.
TRUSTED EVALUATIONThe investment strategy starts with the definition of the Client’s Risk Profile.
OPEN ARCHITECTUREAccess to an open architecture structure that offers best in class products and services.
INVESTMENT PHILOSOPHYOur main goal is to add value by analyzing the macroeconomic context in order to define the best strategic asset allocation in each moment.
global Investment ProcessThe Financial Advisory team interacts with the main market players, combining this information with the input from an Investment Committee.