Personalised investment solutions for private clients, families and companies; investment profile definition, asset allocation, portfolio structuring, risk management and long-term portfolio management.
Corporate Advisory
Consultancy on financial products and portfolio transactions; structuring and restructuring of ideas, investment products and portfolios, product swaps, illiquid positions and risk reduction.
Business Plan drafting / Start-up advice
Drafting of business plans for new ventures, including corporate structure, logistics, location, labour availability, environmental impact studies and transport access.
Special operations
Advice on special corporate transactions with fiscal aspects; demergers, restoration and reorganisation, including cases involving hidden reserves or shareholder enrichment.
Asset allocation
Portfolio structuring according to client directives, with exposure across equities, bonds, structured products, derivatives, currencies, alternative investments and real estate.
Management of equity and bond portfolios
Management of segregated accounts, funds or other instruments for equity and bond portfolios, aimed at outperforming a specific benchmark.
Evaluation of portfolios
Analysis of existing portfolios to identify exposure by asset class, implicit risks and potential reductions in management costs and risk.
Performance analysis
Analysis of portfolios held at several institutions, assessment of generated performance and recommendations to improve efficiency.
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