• our
    services
    madrid
  • Three business areas
    miami
  • Private Banking

    • Tailor-made portfolio management solutions for HNWI, UHNWI and institucions investors.
    • We partner closely with clients to understand and plan their wealth, providing a bespoke offering and tailoring portfolios to specific client requirements.
    • Robust and rigorous investment analysis process.
    • Competitive partnership agreements with top tier international custodian banks, benefiting clients from most attractive market rates.
  • Institutional Banking

    • Active management of investment vehicles such as SICAVs, Funds, SIFs, etc.
    • Tailor-made solutions for different types of collective active schemes under a wide variety of jurisdictions.
  • Family Office

    • Fine Art Services:
      • Acquisition and sales of all categories of art.
      • Art collection assessment to determine retention or de-accession strategy.
      • Artwork authentication, appraisal, investigation of provenance and condition. Advise on different financing solutions such as loans secured against high quality works of art and jewellery
      • Highly professional, and confidential appraisal of borrowers potential collateral
    • Real Estate Advisory:
      • High quality income-producing assets: retail, office, hotel, industrial and residential.
      • Focus on off-market deals.
    • Corporate Finance:
      • Mergers and acquisitions advisory.
      • Non-traditional Financing: private debt, direct lending.
    • Consolidated wealth reports.
    • Concierge services.
    • Family Wealth Transition Planning.

Long-range planning does not deal with the future decisions, but with the future of present decisions.

P. Druker