INDIVIDUALS FINANCIAL ASSETS
Asesoramiento de patrimonios individuales de forma personalizada según su perfil de riesgo e intereses, sobre títulos de renta variable y renta fija.
Invertir, fondos de inversión, inversión garantizado, cartera conservadora, cartera moderada, cartera equilibrada, cartera dinámica, cartera arriesgada, que fondo, mejor inversion, fondos inversión, renta variable, fondos garantizados, invertir fondos, comparador fondos de inversión, inversión variable
26529
page-template,page-template-full_width,page-template-full_width-php,page,page-id-26529,qode-social-login-1.1.3,stockholm-core-1.1,select-theme-ver-5.1.8,ajax_fade,page_not_loaded,wpb-js-composer js-comp-ver-6.0.5,vc_responsive

We advise our individual customers on their financial investments and make personalised recommendations according their risk profile and interests. Recommendations are made on equities and fixed income as well as mutual funds worldwide.

PORTFOLIO PROFILES:

ASSESSMENT MODEL

EQUITY PORTFOLIO

  • 100% Equity

  • 0% Fixed income

Minimum investment period: At least 5 years

Download report

HIGH GROWTH PORTFOLIO

  • 75% Equity

  • 25% Fixed income

Minimum investment period: At least 5 years

Download report

GROWTH PORTFOLIO

  • 50% Equity

  • 50% Fixed income

Minimum investment period: At least 4 years

Download report

BALANCED PORTFOLIO

  • 35% Equity

  • 65% Fixed income

Minimum investment period: At least 3 years

Download report

CONSERVATIVE PORTFOLIO

  • 15% Equity

  • 85% Fixed income

Minimum investment period: At least 2 years

Download report

FIXED INCOME PORTFOLIO

  • 0% Equity

  • 100% Fixed income

Minimum investment period: At least 1 years

Download report