Strategy

Selection of investment strategies appropriate to the Family Office policy.

Analysis

ESG criteria implementation in investment policies.

Optimization

Periodic Investment Committee.

Plan

Establishment of short, medium and long-term return objectives.

Control

Parameterize the indicators for risk control.

Personalization

Design personalized monitoring reports, such as return and risk.

Selection

Selection of asset managers and custodians, both nationally and internationally.

Recommendations

Select the suitable financial assets, mainly fixed income and equities for all investment recommendations.

Monitoring

Recommend the appropriate risk hedge.

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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.