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Financial advisory / Investment management

Wealth Management

"Be a Wealth Management client and enjoy the benefits of having a managed portfolio in the US"

Wealth Management for sophisticated investors who want to go for premium services

  • Based upon the experience of our financial professionals we believe we are qualified to help you achieve your financial goals.
  • Our Wealth Management solutions are targeted to individuals and entities seeking to delegate the day-to-day management of their investments to our dedicated financial professionals.
  • We offer personalized service, tailored to your unique needs through customized portfolios and strategies for each client, based on client's investment profile.

OUR VALUES

For us the most important is

Openess
Confidence
Closeness to our cutomers

MAIN BENEFITS

  • Customization

    An exclusive and personalized service at all times

  • Analysis

    A detailed analysis of your investor profile

  • Access

    Direct access channels with your financial advisor via phone, email or teleconference

  • Meetings

    Periodical face to face meetings in our exclusive meeting rooms