Asset focuses on managing real estate, equity and credit funds. Wealth is responsible for managing the clients’ assets. In addition, the company has a Real Estate Consulting service (management of illiquid assets and identification of opportunities). All parties share the same inspiration: to understand the customer and their moment in life to provide the best investment option.
In November 2020, we took an important step towards sustainability and adhered to the PRI (Principles for Responsible Investment) code, a protocol that establishes more sustainable management methods for the market. And since then, we’ve challenged ourselves to embed fundamentals in choices, to be better for you and for the world.