At Solventis we bear in mind that each client is unique (individuals, family offices, companies, financial institutions and collective investment institutions …) and, therefore, we adapt to their unique needs.
Services
Customized solutions for you
At Solventis Management we strive to understand our client’s needs and offer them a tailored solution based on our independence and the selection of the best financial instruments on the market.
The set-up of a portfolio, a process centred around the client, follows these steps:
- Definition of risk profile.
- Distribution of the type of assets based on that profile.
- Selection of assets after analysis by the Solventis Investment Committee.
- Portfolio proposition
Once the client accepts, Solventis will manage the portfolio in an active, constant and transparent way.
We accompany you in achieving your goals by helping you build the financial path to reach them, through:
- Financial situation analysis. We provide a detailed evaluation of your current financial situation and listen to you to identify your needs.
- Definition of financial goals. We help you identify your short-term and long-term goals, taking into account your risk profile.
- Creation of a personalized portfolio and investment plan. We develop an ad-hoc financial portfolio, with the most appropriate combination of assets at each moment, and with access to all markets and vehicles from leading international asset managers.
- Monitoring and adjustment of the plan. The financial plan can be adjusted based on changes in your financial, economic, and tax circumstances.
- Management of white-label funds and collective investment schemes.
- Collective investment schemes (SICAVs) managed by other parties or investment firms.
- Portfolios deposited with third parties.
- Hedging in interest rates, currencies and other financial instruments.
- Creation and valuation of structured products.
The set-up of a portfolio, a process centred around the client, follows these steps:
- Definition of risk profile.
- Distribution of the type of assets based on that profile.
- Selection of assets after analysis by the Solventis Investment Committee.
- Portfolio proposition
Once the client accepts, Solventis will manage the portfolio in an active, constant and transparent way.
Secure your future by investing in a pension fund, improve the well-being of the rest of your life by protecting your money and providing profitability.
Choose the plan that best suits your profile:
- Solventis Cronos: fixed income fund for a conservative profile.
- Solventis EOS: European equity fund for a more dynamic profile.
- Combined plans:
1) Conservativer: 90% Cronos – 10% EOS. 2) Moderate: 70% Cronos – 30% EOS. 3) Dynamic: 40% Cronos – 60% EOS. - Personalized plan
- Management of white-label funds and collective investment schemes.
- Collective investment schemes (SICAVs) managed by other parties or investment firms.
- Portfolios deposited with third parties.
- Hedging in interest rates, currencies and other financial instruments.
- Creation and valuation of structured products.
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