UNIVERSAL GESTIÓ

CAT / CAST / ENG

Quality advice is the key for facing a changing world of global, dynamic markets and for ensuring excellent and transparent professional service.

Quality advice is the key for facing a changing world of global, dynamic markets and for ensuring excellent and transparent professional service.

Quality advice is the key for facing a changing world of global, dynamic markets and for ensuring excellent and transparent professional service.

Methodology and Services

We avoid market volatility by focusing on the macro and on value. We recommend different classes of financial instruments keeping their interrelation in mind so as to minimize investment volatility.

We define the strategy for each client with the goal of maximizing profitability and minimizing risk.

Design

We analyse the profile
We structure the proposal

Personalized proposals

Analysis and recommendations
Relations with banks
Negotiation of commissions
Cost control
Implementation

Tracking the markets

Tracking, risk control

Reporting

Presentation of results
Evaluation of possible adjustments

Adjustment

SERVICES

1

Investment advice (personalized recommendations)

2

Corporate financial advice on matters concerning capital structure, industrial strategy, mergers, acquisitions, and diverse corporate operations

3

Preparation of investment reports and financial analysis

4

Family Office