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Investment Advisory

Working with you

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:

PORTFOLIO CREATION

Portfolio construction and implementation.

PORTFOLIO ANALYSIS

Portfolio monitoring and regular revaluation.

INVESTMENT PLANNING

Exit strategy planning and execution.

Key Features

EXPERIENCE

PORTFOLIO MONITORING

RISK MITIGATION

Get to know the best investment proposal for you

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