EAF registered with the CNMV under number 39
M&M Direct: +34 91 563 81 14
Types of clients
The net-worth amount is not a discriminating criterion when it comes to welcome a client.
A suitability test sets up the investor’s investment profile parameters. It takes into account his financial education, personal situation and performance goals.
Non professional clients:
The suitability test aims at increasing the investor protection.
A series of deals can turn out to be appropriate or inappropriate depending on whether the client personal circumstances have been taken into consideration or not.
Each client is the starting point of the investment strategy .
Non professional clients:
The suitability test aims at increasing the investor protection.
A series of deals can turn out to be appropriate or inappropriate depending on whether the client personal circumstances have been taken into consideration or not.
Each client is the starting point of the investment strategy .
Professional clients:
They have professional knowledge, experience, skills to make their own investments and appropriately assess the related risks.
Professional investors are always looking for new ideas to optimize their asset management and we are an ideal financial partner for those in search of innovative and/or complementary knowledge.
What are our advisory services for professional clients based on?
We independently advise to meet their goals:
1. Active decisions: definition of means and methods to achieve performance goals.
2. Setting up of investment strategy and asset allocation.
3. Creativity as an essential source of value creation.
4. Discipline and adaptation to the changing market conditions in order to minimize the risks.
5. Reaction capability and quick decision-making process.
We manage these concepts and processes to combine different styles coherent with markets evolution.
They have professional knowledge, experience, skills to make their own investments and appropriately assess the related risks.
Professional investors are always looking for new ideas to optimize their asset management and we are an ideal financial partner for those in search of innovative and/or complementary knowledge.
What are our advisory services for professional clients based on?
We independently advise to meet their goals:
1. Active decisions: definition of means and methods to achieve performance goals.
2. Setting up of investment strategy and asset allocation.
3. Creativity as an essential source of value creation.
4. Discipline and adaptation to the changing market conditions in order to minimize the risks.
5. Reaction capability and quick decision-making process.
We manage these concepts and processes to combine different styles coherent with markets evolution.
