Obtaining the investor's confidence is essential to developing good financial advice. How get the investor's trust if they don't know us?

We only see one way to move forward in building trust:

> Our fees are aligned with the result obtained by our advice.

> Our independent analysis capabilities of the financial markets are exclusively at the service of our clients.

ADVICE PROCESS

Strategy

Help decide the financial strategy within the group strategy.

Needs

Set goals for each generation or family group members with different needs.

Efficiency

Optimize taxation together with the client's tax advisors.

Selection

Help the selection of financial institutions, managers and depositaries, both nationally and internationally.

Control

Parameterize the risk measures necessary for the control of investments.

Personalization

Customize reports to monitor portfolios.

Goals

Set short, medium and long-term performance targets for each of the investment strategies adopted.

Recommendations

Issue recommendations adjusted to the strategies in accordance with the tactical vision of the investment committee.

Monitoring

Periodically review the evolution of profitability and risk control with the client.

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From our offices in Barcelona, we advise our clients fully independently, with strict professional criteria and free from any conflict of interest.

about

David Gassó

CEO

Economist, Certified European Financial Adviser by the European Financial Planning Association - EFPA. President of Economistas Asesores Financieros (EAF) and member of the General Council of Economists of Spain and of the Commission of Financial Economics of the College of Economists of Catalonia.