WHAT WE OFFER?
Holistic Proposal. Exclusive Services. Unique Solutions.
IA Capital adapts the value proposition in accordance with the clients’ needs over time.
IA Capital coordinates all the specialists in order to implement the best solution for each specific need.
The decision making process is centralized by IA Capital in order to achieve a global understanding of the Client ́s portfolio.
Investment Portfolios
- Monitoring, checking, consolidation and advisory services of all the investment portfolios.
- Analysis of the value offer, costs and product range dof each financial institution.
- Commercial paperwork of any kind with the financial institutions.
Tailor made proposal
- For each family member based on their individual needs.
- Traditional and non-traditional (real estate, life insurance, thematic funds, loans) banking products.
Performance Overview
- At least monthly reports detailing the main topics, action plan and near future perspectives.
- As per request of the client at any time.
Tax and Legal
- Link with local specialists in order to search for optimal wealth planning solutions.
- Support in the negotiation, follow up and setting up of the agreed steps.
Adaptability
- Continuous search of solutions in accordance with legal and regulatory changes.
- Adaption related to changes in the personal circumstances of clients.
- REAL ESTATE
- THEMATIC MUTUAL FUNDS
- PRIVATE EQUITY
- LOAN SOLUTIONS
- INSURANCES
Evaluation of a unique product range that complements traditional investments.
The optimization process guarantees best in class products for each asset class or service.
Specific solutions are implemented for each Client.
