Discretionary Portfolio

We manage your assets so that you can dedicate your time to what matters most

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Asset portfolio

I look for profitability in the long term, controlling risk to avoid losses

Our Equities portfolios are also available in the SICAV version, vehicles that function as an investment fund and offer multiple advantages for the investor

  • Cost savings
  • Unlimited investment
  • Transparent
  • Daily liquid value
  • Highly regulated
  • Tax efficiency

Index portfolio

I look for profitability in the short term, directed more at the financial market

Moderate

Moderate

Stay directed towards markets, with a maximum of 33% in equities

Balanced

Balanced

Invests in all types of financial assets with a maximum of 66% in equities

Determined

Determined

Invests up to a maximum of 100% in equities with moderate volatility

Growth

Growth

Invests in all types of financial assets, with between 70% and 100% equities