Development of a written investment policy based on customer needs and preparation of a manual of procedures where asset allocation and risk control parameters are defined. This document is given to the client as a reference to follow in terms of international investment management.

Personal contact is established in a bimonthly or quarterly form in addition to weekly operative calls via telephone.

We achieve access to the institutional market, group orders and quote transactions with various entities, obtaining the best price and optimal conditions for the client.

Access to a greater number of financial institutions which leads to improved relationships with the banks. We maintain direct contact with the best professionals in various institutions such as HSBC, JP Morgan, Credit Suisse, Wells Fargo, UBS, Morgan Stanley, Julius Baer, Merrill Lynch, Pershing (Bank of New York), Deutsche Bank, Barclays, Santander, BBVA, etc.

Provide advice through a network of professionals from different industries them being property developers, law firms and accounting firms.

Better decision making by having more information: Establishing contact in a monthly or quarterly formal base according to client needs where consolidated management reports are shown to provide a vision of the overall view of the portfolio and each entity within. In these financial reports the structure of the portfolio is presented by asset classes, costs generated in each institution, expected cash flow, profitability, etc.

We negotiate better custody costs and execution of orders in financial institutions. In addition, we also save time for the customer in the daily monitoring of the banks.

Daily monitoring of key international markets are assessed. We consolidate and summarize the analysis of macroeconomic and sector studies showing the client the investment ideas that we consider most interesting globally.

Access to other financial centers of international banking such as the United States, Switzerland, Luxembourg, Monaco, Hong Kong, United Kingdom and Montevideo.

Being registered in the US as independent advisors brings a legal responsibility as a company and on a personal level to our practice, this allows the customer to have more legal certainty.