Asset management
Pro-activeness, good timing and reliable information are very important factors for efficient asset management.
Our asset management service comprises a team of specialists ready to manage your assets on your behalf rigorously and attentively, seeking out the best opportunities for medium-to-long term investments.
After a careful analysis and discussion of the customer’s individual objectives and expectations, we can provide the investment strategy that best meets their personal requirements.
Our investment strategies
Twenty Five
Increase assets moderately in the medium term with possible portfolio fluctuations.
Income mainly from interests and dividends and to a lesser extent from capital gains.
Fifty
Increase the assets in the medium to long term (over 5 years) with possible medium fluctuations in the portfolio.
Income from interest, dividends and capital gains.
Eighty
Take decisive advantage of the long-term opportunities offered by equity markets while accepting the risks of high portfolio fluctuations and potential losses.