In order to achieve each client’s goals, we must first clearly define what those goals are and their timeline. Only then, based on our experience, do we draw up, together with the investor, the appropriate plan for each situation. The result is a unique and exclusive strategy for each client.
Followed by supervising its correct implementation.
It’s crucial to consider the costs that the different institutions apply to asset portfolios, both explicitly and implicitly. Our experience tells us that an exhaustive monitoring of costs enables a substantial reduction of them without decreasing the received services’ quality. We also work, in coordination with the client’s legal advisors, at planning and easing investment strategies’ tax impact, and get involved with them in succession or inheritance planning in the case of families, as well as analyzing the most efficient vehicles for channeling the different investments
We round everything off with continuous monitoring of investments
Monitoring that goes beyond the usual practices in traditional private banking institutions. We take into account what the client’s guidelines are, how different scenarios may affect the various assets’ performance, what measures have to be taken in the face of changes in the market situation, not sticking exclusively to “complying with the investor’s risk profile”, which should be a valuable reference point but never a limitation or a justification for inaction.