Our team of specialists has an extensive investment experience in national and international financial markets, with proven results.
Experience, creativity, flexibility and overall strength come together in our wealth management company to generate value for our clients.
We belong to the Swiss Association of Asset Managers – SAAM, so that our business activities meet the most strict and demanding criteria in terms of supervision and control, ensuring our clients a correct way of acting.
For further information about the Swiss Association of Asset Managers please refer to the following website:
This is the key to our success. Our team of professionals has an extensive experience in financial analysis and asset management and will work daily in your interest. Additionally, we are backed by the services offered by our institutional financial partners in terms of financial analysis, expert management on investment funds, inheritance and wealth planning or legal advice.
In this way, we have the possibility of choosing the team of experts that suit each situation and each individual need of our clients.
Our global structure includes several national and international banks as well as professional teams of analysts in Spain and Switzerland.