Project Description


Having an in-depth understanding of the interests and particularities of the client, whether a business or an individual, is key to the experts in our Investment Department when advising on the most suitable investment opportunities.

They are particularly efficient when it comes to supervising on-going investment policies, maximising the return according to the risk assumed. Our advisers will seek out the optimum products based on decisive variables such as the destination of the investment or the fiscal and patrimonial situation of the investor.

Definition, review and adaptation of investment strategies.

Advice on purchasing, selling and restructuring.

Selection of investment managers on the basis of a qualitative and quantitative analysis.

Location of investors, investing partners and financing.

Monitoring of the results of the investment process.

Representation in the negotiation and closure with the client.