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