Santiago
London
A superior experience in wealth management_
01
Defining objectives_
Establish the investor's real objective function. Whether it is generating intergenerational wealth, meeting a cash-flow need, an inheritance for the children, diversifying the operating business, or any other objective.
02
Comprehensive wealth analysis_
Provide an integrated view of the aggregated family wealth, including both financial and real assets, as well as their interactions with the financial assets available in the market.
03
Asset allocation_
Define which asset mix is consistent with the risk-return profile required to achieve the investment objectives. This involves scenario simulation and portfolio optimization incorporating uncertainty.
04
Selection_
We analyze which vehicles best fulfill the goal of representing the asset allocation, considering implications around domicile, legal structure, minimum investment, concentration, costs, liquidity, and a range of other variables.
05
Implementation_
We accompany the investor throughout the implementation process, including the analysis of liquidating current positions, negotiation with counterparties, and account openings.
06
Ongoing monitoring_
Continuous management of the investment portfolio, with periodic follow-up of investments, portfolio rebalancing, market reviews, and opportunity analysis.
01
FX hedging_
FX and currency hedging to optimize costs and improve the financial management of international currencies for operating companies.
02
Cash and liquidity management_
We offer tailored cash management solutions, adapted to each company's cash flows, objectives, and tax reality.
03
Financial advisory and consulting_
Advisory services for the financial management of companies.
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