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Asset Management

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Delegation of financial asset management to a specialised team highly experienced in investments. Solutions for every type of assets and client risk profiles.

What is more important for you?

Experience

Investment solutions selected by our experts for different types of assets and investment profiles.

Diversification

Portfolio diversification strategies and minimisation of risk with a view to profitability.

Active Management

Continuous monitoring of the asset portfolio and adjustment of the portfolio at any given time.

Security

The best professionals look after your money while you take care of your business.

Search Asset Management Models

BY INVESTMENT PROFILE

BY ASSET CLASS

proteste investe

Allocation strategies by Investment profile based on the best Investment Funds and ETFs.

Preservation

Focus on the preservation of capital. Conservative approach to asset selection.

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Capitalisation

To appreciate capital in the long term, balancing risk.

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Appreciation

Achieve high returns in the long term, keeping some assets in the portfolio as anchor.

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Agressive Appreciation

Portfolio with exposure to assets with high return potential.

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Capitalisation in USD

To appreciate capital in the long term, in USD, balancing risk.

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Appreciation in USD

Achieve high returns in the long term, keeping some assets in the portfolio as anchor.

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"A wide variety of assets, carefully selected for each client type and risk profile."

Filipe Silva,

Director of Investments

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