Services

carpeta

Active management of investment vehicles

Active management of investment vehicles such as SICAVs, Funds, SIFs, etc. Tailor-made solutions for different types of collective active schemes under a wide variety of jurisdictions (Spain, Luxembourg, Switzerland, etc.)

carpe6ta

Discretionary Portfolio Management

We maintain a carefully-constructed portfolio designed to deliver returns in accordance with the agreed investment strategy. We follow a total return investment approach when selecting best options for our clients. We tend to give priority to portfolios with fixed income securities and other plain vanilla instruments. Our investment professionals know well the bond universe and build portfolios by selecting a diversified combination of high quality businesses that understand well. We aim to avoid complex and non transparent products.

carpet2a

Counseling

Financial and wealth management

carpe3ta

Family Office Services

Consolidated wealth reports, concierge services, art and real estate advisory