We ensure a broad institutional relationship and establish partnerships with carefully selected Institutions, based on their strength, history, degree of specialization and public recognition. Whether headquartered in the country, or in international referenced financial centres.
The advisory is carried, however, based on the maintenance of pre-set relationships by the Clients with financial institutions, supporting them in the integrated management of their financial assets. We can also help to open new accounts in different institutions in which we place the utmost confidence.
The partnership agreements we have entered into with various financial institutions have a purpose of providing Clients different alternatives and a service that offers greater benefits with a quantitative and qualitative measurement.
Our success is aligned with our Clients
We are an independent company so we have complete autonomy in our Advisory. Our independence from banking groups allows us to make decisions based on the best interest of the client.
This means, in essence, providing complete, up-to-date information, consistent with Client objectives about return and risk of financial instruments, required operations and services.
We base our actions on stringent principles and values
We answer to our Clients’ needs on financial assets safety, protection and return, through Tailored advising, based on clear, transparent information and always according with best market practices and up to date legal framework.
We focus on a close service and endorse a long-term relationship and mutual trust with our Clients.
High level of requirements
We have the explicit ambition to provide the financial services by suitable agents, with appropriate qualifications and specialized in the practice of our activity.
We advise and accompany our clients with total independence and responsibility, assumed professionalism and a high level of requirement. We aim for excellence in our services.
We endorse long-term relationships, based on the total assurance of confidentiality and full commitment with our Clients.
Personalized recommendations on safety, protection and appreciation of financial assets