Once among Baluarte,
We optimize your financial life.
What do we do?
With Ethics, Responsibility and Professionalism.
We build your portfolio, locally and/or internationally, in a completely personalized way. We also consider tax and succession aspects.
And we further care for the next generations.
Why are we unique?
Close working relation, Experience and Transparency
We are wealth managers, not independent investment agents or bank managers.
This means that we do not receive rebates, that we do much more than investment recommendations, and that we are always 100% aligned with you, our customer, offering only what is in fact best for you, not for our business.compare compare