Discretionary Portfolio

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

Discretionary Portfolio

Put your investments in the hands of expert investors

Open an account

Asset portfolio

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

Fixed income

Fixed income

Maximises the coupon or carry, minimizing volatility. Fixed income only.

Moderate

Moderate

Positive returns in the long term 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

Control risks without being tied to a benchmark. 100% equities

Growth

Growth

Significant returns assuming high volatilities. Minimum of 45% and maximum of 100% equities

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
Open an account

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