Our services
Investment Solutions
Our team of financial advisors and private bankers have the financial knowledge to help you define strategies for your portfolio in accordance with your investment profile. We take into account your personal circumstances and time horizon, as well as a global financial vision to offer you a personalized service. You always decide the scope of advice, frequency of contact, monitoring, and recommendations you wish to receive regarding different solutions.
- Banking and Investment Services: Investment solutions for stocks, funds, or bonds with the assessment performed by Santander Group.
- Discretionary Portfolio Management: We manage your assets in line with your investment risk profile to create the portfolio that suits your preferences.
- Continuous Advice: We manage your assets, advising and supporting you through personalized strategies adapted to your needs.
Financing
Given the various investment options, we facilitate and offer access to appropriate financing for both private and corporate purposes. We have a wide range of financing products to help you grow your liquidity, manage your assets, and take advantage of new opportunities.
Wealth Solutions
Given the fast-changing market and regulatory framework, our advisors inform and offer you solutions that suit your needs. We look after your legacy, proposing investment vehicles with the aim to offer you specific products to achieve your financial objectives across generations.
Financing
Given the various investment options, we facilitate and offer access to appropriate financing. We have a wide range of financing products to help you grow your liquidity, manage your assets, and take advantage of new opportunities.
Real Estate Advisory
Real estate investing can be an appropriate option when looking to diversify your investments. Our team of professionals will provide you information with the different market opportunities in the US and European real estate markets.
- We search, analyze, and provide opportunities for real estate assets.
- We assist you in the opportunity to increase the value of the real estate assets in your portfolio.
- We assist you with strategies within real estate markets in an effort to take advantage of opportunities and secure results.
- We determine the right time frames to help you plan a divestment.
Alternative Investments
Investing in alternative products can be an important part of a client’s portfolio, widening its financial strategy. Alternative investments can be a complement to traditional investments for suitable clients, as performance often differs from fixed income and variable markets.
Investing in alternative products offers a series of unique advantages to a client’s portfolio.
- Diversification: Provides portfolio diversification of different markets, strategies, managers, and styles.
- Volatility Reduction: Diminishes overall volatility within a traditional investment portfolio.
- Risk-Adjusted Return: Potential to provide an attractive risk-adjusted return.
- Tailor-Made Investment Products: Personalized products to optimize the risk /ratio return.
- Low Correlation: A historically low or moderate correlation of returns with traditional investment, offering diversification against fall-offs.
- Flexibility: Greater investment flexibility in a broader investment universe.
Real Estate Advisory
Real estate investing can be an appropriate option when looking to diversify your investments. Our specialized team keeps you informed of the different market opportunities in the US and European real estate markets.
- We search, analyze, and provide opportunities for real estate assets.
- We exponentially boost the value of the real estate assets in your portfolio.
- We create strategies within real estate markets in an effort to take advantage of opportunities and secure the best results.
- We determine the right time frames to help you plan a divestment.
Alternative Investments
Investing in alternative products can be an important part of a client’s portfolio, widening its financial strategy. Alternative investments can be an ideal complement to traditional investments for suitable clients, as performance often differs from fixed income and variable markets.
Investing in alternative products offers a series of unique advantages to a client’s portfolio.
- Diversification: Provides portfolio diversification of different markets, strategies, managers, and styles.
- Volatility Reduction: Diminishes overall volatility within a traditional investment portfolio.
- Risk-Adjusted Return: Potential to provide an attractive risk-adjusted return.
- Tailor-Made Investment Products: Personalized products to optimize the risk /ratio return.
- Low Correlation: A historically low or moderate correlation of returns with traditional investment, offering confidence for the portfolio and protection against fall-offs.
- Flexibility: Greater investment flexibility in a broader investment universe.
Global Clients - All Access
We go beyond borders.
We offer you a global value proposition, where we bring together our experience, our local advantage and knowledge, and the vision of working across 10 diverse markets in an interconnected platform.
Our clients can connect from anywhere in the world, always enjoying the same experienced and personalized service.
- Global Access to our international network of private bankers and offices.
- Support for opening accounts in other countries.
- International financial solutions.
- Real Estate specialists.
- Local telephone service with extended hours.
Non-Financial Services
Insights
Market evolution, perspectives, trends, and other relevant milestones.
Next Generation
We place our clients at the epicenter of our management; helping you prepare for future generations to come is our commitment and responsibility.
Wealth Talks
Our new initiative offers our clients the opportunity to participate in various virtual conferences on diverse topics such as science, geopolitics, society, among others. Please contact your banker to stay informed regarding the different events and conferences that we have prepared for you.