We are a family-based Financial Advisory Company, aimed at institutions and individuals who require an expert and transparent opinion.
We advise listed and unlisted collective investment vehicles. Our priorities are long-term capital protection and alignment of interests.
We have experience finding solutions to common problems in wealth management: wealth preservation and growth, asset selection and support in business decisions.
We do what we advise, we advise what we do. We manage our personal wealth with the same basic criteria as which we recommend to our clients.
We dedicate ourselves exclusively to our clients, without the influence of any financial group. The costs of our services are clear and our recommendations are based on objective criteria.
We invest in assets that we understand and know how to value according to an in-house methodology, without speculating or being driven by trends.
Over the last forty years, three generations of our family have worked successfully in the financial sector both in and outside Spain. Our multidisciplinary team specialises in public and private markets, wealth and business management, as well as corporate transactions.
Please find below our investment team’s quarterly letters and opinion pieces.
To find out more about us, please drop us an email or feel free to call us at:
Claudio Coello, 78. 28001 Madrid, Spain