Significant wealth, created through hard work, generational transfer or constant savings, entails the responsibility of choosing the right person to help us manage it.
Specialisation, advisors’ experience, management resources and the ability to offer multidisciplinary services are attributes that must be taken into account in order to achieve the objectives we set ourselves over time.
With a boutique approach and the independence that comes from not belonging to a banking group, we offer a differential value proposition for high net worth individuals.
We maintain an asset-based approach with asset diversification that allows us to provide returns in difficult times such as these for conservative investors.
Alantra Wealth Management is 76.3% owned by the Mutua Madrileña Group and 23.7% by the management team. Investment services and / or regulated asset management activities are subject to authorization in the relevant jurisdictions. Please contact our offices in Spain.
Services
Advisory
- Wide typology of contracts (Mifid)
- High diversification of Asset Allocation by type of asset
- Weight in alternatives according to investment objectives profile
- Agility of tactical adjustments and procedures through electronic signature
- Portfolio information with great depth of analysis
Asset Management
- Discretionary management mandates, optimizing our resources in asset management
- Professional management with maximum diversification by type of assets, markets and investment possibilities
- Automatic monitoring of risk levels and tactical adjustments.
- Portfolio information with great depth of analysis
Family office services
- Independent Advisory Service on global wealth
- Specific equipment for this service, with extensive experience and multidisciplinary capabilities
- Design of strategic plan, definition of asset distribution and selection of suppliers
- Global wealth monitoring and constant review of results and opportunities
- Personalized tracking information, with aggregation of portfolios, entities and other assets
