We provide an independent investment advise giving access to domestic and international markets, including the different existing financial instruments (Equities, Fixed Income, Mutual Funds, Sicavs, ETFs, Derivatives, FX, Alternative Investments).
The services are based in an “open arquitecture” system, with a global approach that includes a great variety of products offered by the principal domestic and international providers (asset management firms, invesment boutiques, private banks and brokers).
Our philosophy is focused in giving our clients access to the best products according to their risk profile and investment needs, applying competitive fees. This advisory service is targeted to High Networth Individuals, Foundations, Companies (Cash Management), Family Offices and Institutional Investors (Sicavs and other Collective Investment Vehicles).
Timely advice: we attend concrete needs of wealth diagnosis, investment analysis and advisory needs that require finding specific solutions for problems related to certain type of financial instruments or other financial subjects.
Ongoing and Discretionary Advice on Portfolios
We build portfolios for our clients and optimize the preexisting ones, according to the individual circumstances, to implement a “tailor-made” investment strategy focused to achieve the specific objectives of return, always in a coherent way with the risk profile. Our advisory service allows clients to control ther investment decisions, backed by a professional advice, based in the best analysis and products in the market. The advisory is served in an ongoing basis, with the possibility of fixing since inception an absolute retun objective (Discretionary). Under this modality, in general terms, the asset allocation is more dynamic. Any of the modalities of advisory, includes the permanent monitoring of the markets and the recommended investments, and the periodical reporting of the portfolio’s performance with all the required detail.
We measure the risk associated to investments in terms of market historical volatility and Value at Risk. The assets of higher volatility, normally deliver higher potential gains, but also have a higher potential loss. Combining the different asset classes and investments with different volatiltiy, we reduce risk.
Managing the transactional costs has a relevant impact in the return of investments. We offer the access to the top custodian banks, allowing our clients to work with controlled costs of products and services. As financial advisors, we do not custody assets either investments of our clients. We also negotiate with banks or other depositaries selected by our clients.
We seek capital preservation and achieving consistent returns, with a medium-long term investment approach.
In Cross Capital, we work with each client to build a diversified portfolio, based in individual goals and taking into account the risk allowance. Our experienced team, wide resources and our investment capabilities, allow us to offer domestic and international investment solutions, in traditional asset classes, but also in alternative investments for qualified investors.
Rigour, discipline, optimisation and control
Our portfolios are build with no bets or riddles about the markets future direction, or a single stock evolution; they are the result of a rigorous and solid methodology, proven during several years.
Experience in wealth management
An overview of our collective experience by transaction type includes:
Some engagements were completed by CROSS CAPITAL team members at prior firms.