Discretionary Portfolio
We manage your assets so that you can dedicate your time to what matters most
Put your investments in the hands of expert investors
Asset portfolio
I look for profitability in the long term, controlling risk to avoid losses
Fixed income
Maximises the coupon or carry, minimizing volatility. Fixed income only.
Moderate
Positive returns in the long term with a maximum of 33% in equities
Balanced
Invests in all types of financial assets with a maximum of 66% in equities
Determined
Control risks without being tied to a benchmark. 100% equities
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
Index portfolio
I look for profitability in the short term, directed more at the financial market
Moderate
Stay directed towards markets, with a maximum of 33% in equities
Balanced
Invests in all types of financial assets with a maximum of 66% in equities
Determined
Invests up to a maximum of 100% in equities with moderate volatility
Growth
Invests in all types of financial assets, with between 70% and 100% equities
We manage your investment
- We manage your investment by always positioning ourselves in the best assets according to each market situation.
- Transparency
- Risk control
- Performance