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Advantages for the Client

  • > Our service allows the client to define wealth strategies that are coherent with his/her ethical and economical objectives taking into consideration every component of the assets and being able to assess the effects of multiple alternatives.
  • > Rationalise the choice of the options through the support of quantitative techniques
  • > Monitor the evolution of wealth, the consequences of individual choices and their consistency with the defined objectives and strategies
  • > The service allows to measure the risk of each component of the estate (real and financial assets).
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