The Investment Advisory is an investment service dedicated to High Net Worth Individuals and Institutional Clients that aims to offer a value proposal for sophisticated Clients. Our goal is to create an investment proposal that aims to deliver short-term to medium returns and reflect, not only the Clients’ objective returns, but also their vision and personality.
Our idea generation process includes a global view of the financial markets, and proprietary screening models for tactical investments, as well as for long-term opportunities in Bonds, Equities and other financial instruments.
The key of action is the Investment Advisory support. We are a “work with you” business approach unit, and we are with our clients in the three stages of an investment cycle:
