Boutique Consulting for individuals and companies
Specialized, exclusive services tailored to every need.
About
Our team's extensive experience in asset management allows us to offer the best solutions to meet the preferences and needs of our clients.
Thanks to our highly qualified team, we advise and manage our clients' investments with a focus on individualized attention and service excellence.
In the business area, we have specialists in digital innovation, offering companies the ability to achieve greater operational efficiency, improve customer experience, access new market opportunities and seek the best options to stand out from the competition.
Thus providing specialized services in the financial, asset and innovation areas.
Consultancy
Since 2007
Patrimonial
We help our clients protect, capitalize on and transfer their assets with discretion, professionalism and individualized attention, providing our knowledge, specialized expertise and network of contacts.
Since 2007
Financial planning
Detailed and personalized analysis, ad-hoc financial strategies, continuous and proactive attention with holistic solutions.
Since 2016
Business operations
Accurate analysis and assessment, absolute confidentiality and discretion, preparation of the Sales Book, access to a network of buyers, expert negotiations, evaluation of offers and post-sale planning.
Investment
Fund Portfolios
We tailor your portfolio of funds with open architecture, optimizing performance and controlling risks, perfectly aligned with the objectives and risk profile previously defined by the client, prioritizing the preservation and sustainable growth of capital.
Multi-Asset Portfolios
With the same philosophy as our investment fund portfolios, we incorporate other assets such as Shares, Fixed Income, ETFs, Derivatives... Our holistic vision allows us to select the best vehicles for our clients, addressing each need in a personalized and specialized way.
Private equity
We provide specialized advice on investments in private companies that are not listed on the stock exchange. We identify opportunities from a select portfolio, manage them and implement exit strategies from the beginning, maintaining constant communication with our clients at all times to keep them informed of the evolution of the investments.
Pension Plan Portfolios
We manage and advise on investments in Pension Plans with the same Portfolio vision as in our Fund Portfolios or Multi-Asset Portfolios, considering the different pension plans as part of a portfolio and not as independent from each other.
Real estate
We offer customized real estate investment services for clients seeking to diversify and optimize their assets. We identify and acquire exclusive properties that offer high appreciation potential and long-term sustainable returns. Each investment is carefully selected based on a thorough analysis of the market, location and ensuring that each property aligns with our clients' goals and expectations.
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Through our select network of external collaborators, we assist our clients in the acquisition of unique and valuable works of art, providing a meticulous approach based on a deep knowledge of the art market. Our team of experts conducts an exhaustive analysis of each piece, considering its authenticity, history, artistic relevance and potential for medium- and long-term appreciation, ensuring that each investment is aligned with our clients' financial and aesthetic goals. We provide personalized support at every stage of the art investment process.
Innovation
Innovation drives business growth by improving efficiency, attracting new customers and staying competitive in an ever-changing marketplace.
MPV factory
We help companies create innovative minimum viable products quickly, efficiently and with the most appropriate strategic partners.
Co-Innovation
We seek innovative solutions between organizations that mutually complement each other's proposals. We help identify and select the right strategic partners.
Open Calls
We collect ideas, proposals, solutions or talents from a wide audience, promoting diversity and innovation.
Hub
We encourage collaboration between different actors: private companies and public organizations, entrepreneurs and researchers. We focus our "hubs" on digitalization and sustainability.
Intracorporate Entrepreneurship
We promote a culture of innovation and development internally in companies, taking into account their needs and in accordance with the available resources. We seek to launch innovation initiatives with the support of all departments or sections of the organizations.
Insurance
Portfolio Overview
We manage and optimize our clients' insurance policies. This service includes the review, evaluation and adjustment of all insurance coverages to ensure that they are aligned with the client's needs and objectives. Portfolio management involves several key factors: comprehensive review, coverage optimization, negotiation with insurers and personalized advice.
Individual pension plan
We analyse the client's financial situation and retirement expectations, providing expert advice and diversified investment options with a portfolio view.
Automobile
We assess each person's individual requirements and select and manage the most appropriate policy. We guarantee maximum peace of mind when driving.
Real estate
Each property is a valuable investment, so we work with leading insurers to provide a wide range of coverage tailored to each need.
Business insurance
We evaluate the needs of each company and the sectors to which they belong. We contract the best coverage options necessary for legal compliance with insurance and the greatest protection.
Contact
Want to know more about how I can help you? Send us an email and let's talk about your needs.