Wealth Management
- Long-term wealth planning.
- Design and management of international investment portfolios, with access to a broad range of instruments.
Individuals, families and family offices
Private banking
Tailored investment strategies for individuals, families and family offices, designed to preserve and grow their capital over the long term.
How we do it
A comprehensive service
Corporate structures
- Advice for efficient wealth planning.
Tax efficiency
- Advice on the tax treatment of your investments abroad.
Investment products
Access to global markets
We build each portfolio with instruments from the world’s leading markets, according to each client’s profile and objectives.
Fixed income
- Sovereign and corporate bonds, and U.S. Treasuries (T‑Bills, T‑Notes and T‑Bonds).
Equities
- Stocks and ADRs of companies in the world’s leading markets, and ETFs.
Investment funds
- International mutual funds.
Structured notes
- Tailor-made instruments that combine bonds and derivatives to adapt risk and return to the investor’s profile.
Alternative investments
- Non-traditional assets that complement the portfolio and contribute to its diversification.
- Custody through
