FORECAST AND
INSURANCE
At SW we are conscious that life brings us different challenges while on each stage of it. To answer those challenges we offer a wide optic of forecast investment which pursue bringing tranquility to you and your loved ones.
- Equity Planning.
- Savings through insurance.
- Voluntary Forecast Savings (APV).
PORFOLIO
MANAGEMENT
We put attention on each client, their risk attitude, profit expectations and needs. This is brought forward to design portfolios which optimize results considering each customer’s need.
Discretional management: Our clients may trust all their investment decisions to our specialists, with the certainty that on every decision the proprietary´s risk profile and interests will be the backbone parameter. You can leave it all to us.
Non-discretional management: We advise and provide our customers with all the information regarding opportunities son they can make the best decisions for their equity. Each advisor will be informed of the best opportunities and any possible market risks.
