Having a global vision of overall family wealth helps to better understand the needs of our customers. For this reason we offer wealth advisory services to families and clients on main asset classes
(financial assets, real estate and real economy operations) with a global vision of our client’s wealth. Offering a wide range of services from the establishment of the investment strategy to the monitoring and control of portfolios.
DAEM WEALTH MANAGEMENT SERVICES INCLUDE:
- Review and establishment of the investment strategy.
- Financial advice and asset allocation according to the investment strategy established.
- Review and recommendation of an optimal financial structure.
- Consolidation of different banking entities’ positions to offer a global view of the portfolio.
- Design of monitoring and controlling tools.
- Ethical investments filtering (solidary, ethical and sustainable).
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