We are Asymmetriqa, an investment advice firm focused on providing superior service to affluent individual investors, prominent families, family offices, and not-for-profit organisations.
Our clients
Asymmetriqa offers a customised service proposition for different clients, addressing the needs of:
KNOW +Individual investors
Prominent families
Family offices
Foundations and institutions
Our values
KNOW +
Excellence
Our results are evaluated on our value-addition.
Professional ethics
Integrity, total transparency towards our clients.
Fiduciary duty
Our clients always comes first.
Professionalism
Our quest is to master our craft.
Independence
We avoid conflicts of interest by not receiving any incentives whatsoever from any third party.
Proactivity
Forward-looking.
Confidentiality
We guarantee the protection and
proper use of information.
01.
Diagnosis of the initial asset allocation situation.
02.
Preparation of a strategic asset allocation plan based on the client’s objectives.
03.
Proposal of an efficient legal structure, legal form, and jurisdiction, along with the client’s legal and tax advisors.
04.
Selection of custodian banks and other necessary financial services providers, including the negotiation of their price and service terms and conditions.
05.
Investment advice and active oversight of the asset portfolios.
06.
Aggregated and detailed reporting by portfolio of all assets, liquid and illiquid, including analysis of returns and risks.
All relevant information is gathered and presented in multi-jurisdiction, multi-custodian bank, multi-portfolio, and multi-asset views with absolute detail and full consolidation.
Ecosystem
VIEW ALLCNMV
The Spanish Securities and Markets Authority in charge of supervising investment firms in Spain.
BANCO DE ESPAÑA (SEPBLAC)
Targets money laundering and the financing of terrorism.
FOGAIN
We are an affiliated firm and a shareholder of the Spanish Investors Compensation Scheme for entities providing investment services, other than banks.
CSSF
Supervises the activity of the mutual funds we advise in Luxembourg.
EUROPEAN BANKING AUTHORITY
The EU independent Authority in charge of safeguarding the integrity and robustness of the EU banking sector to support financial stability in the EU.
INSTITUTO ESPAÑOL DE ANALISTAS FINANCIEROS
We are leaders and proud members of the Spanish Financial Analyst Institute, a certification and advancement organisation for Finance professionals in Spain.
EUROPEAN FINANCIAL PLANNING ASSOCIATION
We are founding members in Spain of this European professional certification organisation for investment advisers.
