Wealth management

Investment advice and wealth management

Unit set up to provide a response to adequate asset management. 

This is done through: 

Strategic and comprehensive advice which focuses on managing resources, investment portfolios and financial planning so that our client partners increase returns and obtain the best possible risk-return combination.

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Our services

Governance, Risk and Compliance Management (GRC)

Internal control, corporate governance, risk management and compliance are fundamental elements in modern business management, which seek to ensure effectiveness, efficiency and transparency in an organization's operations.Internal control refers to the processes, policies and procedures implemented within an organization to ensure that established objectives are met, assets are safeguarded, risks are minimized and financial information is reported reliably.Corporate governance refers to the structure and decision-making processes within an organization, including the responsibility and accountability of directors and senior executives to shareholders and other stakeholders, with the objective of ensuring proper and ethical management of the company.Risk management involves the identification, assessment and mitigation of the risks to which an organization is exposed, in order to minimize negative impacts and maximize opportunities for the company.Compliance refers to an organization's compliance with laws, regulations, internal policies and ethical standards, with the objective of ensuring that the company operates in a legal, ethical and responsible manner.In summary, internal control, corporate governance, risk management and compliance are key elements in business management to ensure the effectiveness, efficiency, transparency and sustainability of an organization, and to ensure the trust of stakeholders, such as shareholders, customers, employees and society in general.

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Our clients

They choose us for our experience

Coca Cola
IDB
South
Two Pines
Fifco
Recope
Unilever
DHL
Pozuelo
Nestle
Multi Plaza
Del Monte
secular
coopeande
ina
kerns
ins services
pepsi
Oak Group
IDAC
FNL
mopt
Carthage
Force
alpla
Amcor
CSI
mep
asca
sinea
promark
MCJ
Muni Guácimo
Coris
Quinagro
prosalud
resinplast
Euroscience
Inta
meditec

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