- Wealth Management, under the terms of mandate and / or similar to the applicable legal regime model.
- Active management of portfolios with custody in qualified international banks based in Swiss, Luxembourg, Monaco and the United States.
- Electronic Platforms Operations.
- Local Assistance procedures, formalities and procedures related to accounts administration.
- Operability in admission processes and liquidation of investments in different markets and countries.
- Design, construction and operation of legal and accounting structures for:
Conservative Profile - Secure growth - Personalized Attention
Moderate to Conservative Profile - Secure growth - Unlimited earning potential - Personalized Attention.
Aggressive to Moderate Profile, Moderate or Aggressive Profile - Coordinated management with the customer - Unlimited earning potential - Personalized Attention
Adapts to a Conservative, Moderate or Aggressive Profile - Customer decisions advised by Latin America Invest - Unlimited earning potential.
• Heritage Protection.
• Leveraging investment.
• Planning equity.
• Application of liquid funds and fund projects for entrepreneurs, business companies, business groups, institutions and public bodies, in the form of external financial management.