Financial Consulting

The financial consulting is based on the following five pillars:

1. Analysis
Analysis based on an understanding of the expectations and needs of the client. According to the clients risk profile, strategic objectives will be defined by mutual agreement.

2. Selection
This phase includes the selection of banking counterparts, the regional distribution of financial institutions, asset allocation and identification of instruments to implement the defined strategy. Finally the need to refer to any strategic partners will be evaluated. The entire stage is approached with a view to ensure proper risk management.

3. Implementation
Our implementation includes: evaluation, negotiation, systemic monitoring of costs, conditions and banking services; as well as investment strategy.

4. Monitoring
Monitoring is an essential step for the control of costs and performance of the investment, this includes: qualified monitoring of banks, systemic monitoring of costs and financial services, ongoing management of assets and liabilities, constant analysis of overall risk of the portfolio and monitoring the compliance of investment choices with the expectations of the client.

5. Reporting
The report provides the client a clear vision of how their assets are being managed. This includes: global asset allocation, analysis of overall portfolio risk, analysis of risk and return on the product, the identification of redundancies and when necessary, the redefinition of objectives and strategies.