We provide financial advisory services to non-professional investors and professional investors and eligible counterparties, with accompanying financial consulting, but also Advisory on request. Financial Advisory services focus on tracking the financial assets under custody in accounts held by Customers, along with several Financial Institutions, regardless of their location.

We draw up investment proposals, based on information available from independent and credible sources (Bloomberg, Morningstar, independent analyses, etc.), complying with the best international market practices and the rules and recommendations of regulators (compliance) derived from the MIFD II.