A close and differentiatied approach to wealth management
Three Things that Make us Unique:
We Do What We Advise. We Advise What We Do.
We faithfully comply with the English saying: “We put our money where our mouth is”.
The alignment of interests between Invexcel and its clients is absolute. We give others the same advice we give to ourselves. Our wealth is managed in accordance with the same basic criteria we recommend to our clients. Naturally, we tailor our recommendations to our client´s specific needs.
We Are Financial Professionals
Commercial banking, investment banking, private banking, private equity, asset management. Over the paste thirty years, three generations of our family have worked rigorously in the Spanish and international financial industries.
We Favour Equity Investment
As investors, we follow the Value Investing philosophy. We prefer real assets as a shelter for our savings, because we can and we know how to value them. Shareholders profit from the appreciation of an outstanding company and, furthermore, from distributed earnings.
Your wealth, built with effort, requires attention but you do not have the time, information or resources necessary to properly manage it. Find out the main profiles of our customers.
We are a family-based Financial Advisers company (EAFI, for its acronym in Spanish) aimed at individuals, families and organizations requiring savvy, bespoke and unbiased financial advice, with an entrepreneurial vision of wealth.
We are value investors. We prefer real assets as a shelter for our savings because we know how to properly analyze and value them.