INVESTMENT ADVICE


WE ENHANCE YOUR INVESTMENTS BY RECOMMENDING THE TRANSACTIONS MOST CONSISTENT WITH YOUR PROFILE.

Based on our discussions, we recommend the best investment opportunities for you. You decide how to allocate your money and always have the last word on every transaction.

We do not manage your liquidity directly, as the funds are deposited at a bank or with an intermediary. You want us to choose for you? We can manage the securities portfolio on your behalf.

Key word: diversify


Our consultants can help you to invest in diversified and international securities portfolios. For example:

  • FX bonds
  • shares listed on the major international stock markets
  • stock indices focused on individual markets and business segments, such as commodities and precious metals

The objective is to reduce the risk on each investment and grow your wealth.

A value approach with a long-term view


We only recommend investments that we consider

  • valid over the long term
  • in line with the return you expect
  • consistent with your risk profile
  • not speculative in nature

To do this, we adopt a value approach, analysing the growth and repayment potential over the long term in order to guarantee you stable and steady capital appreciation.

No third-party products, no commissions


To diversify your securities portfolio we only choose products that guarantee the utmost transparency and low costs.

Accordingly, we avoid mutual or speculative funds (hedge funds) and other collective savings instruments, opting instead for products with known characteristics, prospects and risks:

  • individual shares
  • stock indices
  • bonds