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).
Get onboard as a client
