Investment

Global Access

Our global infrastructure and the backing of the Santander Group enable us to provide comprehensive access to world-class capabilities without compromising our independence. We offer a boutique service on a global scale that is hard to match.

We combine the reach and strength of a major group with the flexibility and proximity of a specialised team, giving you access to the best opportunities, with a truly tailored approach and with confidentiality as a core standard.

Our presence across multiple countries brings in-depth local insight, which translates into a detailed analysis of the available offering.

Open Architecture

We analyse managers and providers independently and rigorously, assessing them on their merits, not for their brand.

Each proposal is based on a structured, quantitative and qualitative process, aimed at maintaining the balance between profitability, risk, and purpose within each client’s wealth architecture.

This approach allows us to structure coherent and personalised wealth solutions, free from bias and committed to objectivity and excellence.

Global Wealth Analysis

We consolidate all financial and non-financial information into a single document that is clear and easy to understand.

This holistic approach makes for more informed and coherent wealth planning, helping to identify opportunities, always underpinned by technology.

This allows us to consolidate, analyse and present data accurately, so that families have a solid foundation on which to base their decisions.

Real Estate

We assist our clients in the selection, acquisition and management of strategic real estate assets across different jurisdictions, analysing each opportunity from both a financial and legacy perspective, understanding that real estate is not only a financial asset but also part of the family’s story.

Private Markets

We provide our clients with access to a broad range of opportunities in Private Markets: Private Equity, Venture Capital, Private Debt, real assets and impact strategies.

We see Private Markets as a natural complement to traditional portfolios, bringing diversification, new sources of profitability, and strategic meaning for each client.

Treasury and Financing

We assist in the structuring of treasury and financing solutions coordinated with the banking and capital markets capabilities of both the Santander Group and third parties. Our added value lies in designing efficient structures tailored to the specific needs of each family or wealth vehicle. We always aim to optimise liquidity, costs and operational flexibility, integrating financing within the overall wealth strategy and never as an isolated element.