#financial_advisory_services

Who is it for?

Any individual or family group who wants to increase their Savings with the help of a team of professionals that will help them to understand their portfolios and financial markets.

1- Financial Planning

At Business box we provide custom Financial Advisory Services and asset monitoring services based on the investment profile, needs, objectives and specific time frames defined by the customer. We develop a short, medium and long-term strategy with a global perspective and a high level of diversification. To this end, it is crucial to know the customer’s individual goals: What are our life projects? Do we want our wealth to remain united over multiple generations? What risk levels are we willing to assume? How much do we have to save for: retirement, children’s education, purchase of a second residence?

2- Investment portfolios

Business box accompanies the customer throughout the entire investment process. We coordinate the process with banks to facilitate implementation and monitoring of investments, always prioritizing the offering of recommendations that best adapt to the investor’s profile.

3- Portfolio audits

There are two main points in what we call portfolio audits: on the one hand, risk control and, on the other, cost control. Risk control is a crucial factor in our investment process and is applied in a rigorous and methodical manner, periodically and ad choc, in accordance with market circumstances. Also, at Business box we are committed to diversification as an effective tool for said control.

At the same time, we negotiate commission fees with banks, verify costs and the agreed-upon terms and conditions to minimize the costs of each investment.

4- Reporting

Business box has a tool that offers a global vision of the customer’s portfolio. Additionally, it allows us to group together all the banks and monitor portfolio positions, obtaining updated information to perform in-depth portfolio analysis and aid the investment decision-making process 

We define the investment strategy for each group.

Definition of the investment policy according to the customer’s profile

We study the customer’s current portfolio

We make a customized investment proposal

 Selection of banks

We recommend financial entities: national and international

We adapt to the bank preferences of each customer

We remain in constant contact with the their bank’s manager

We analyses the products offered by their bank

 Selection of products

List of investment funds recommended by Business box: core and tactical.

Advice on direct investments: ETFs, bonds, shares, etc.

Advice on alternative Hedge Funds and Private Equity investments

 Investment recommendations

Dynamic distribution of the assessed assets

Tactical investment ideas

Vision of the global macroeconomic situation

 Implementation and monitoring of investments

Global Reporting

Personal assistant in bank administration issues

Monthly meeting with the customer

Advice on implementation of recommendations

 Audit of customer bank accounts

Global report on customer investment portfolios

Control and supervision of each transaction performed

 Risk control

Diversification parameters: banks, assets (fixed income and equity securities) and products

Daily monitoring of investments

Re balancing of asset distribution

 Cost control

Negotiation of commission fees with banks

Supervision of the application of the agreed-upon commission fees per transaction

Search for more efficient products

 Other services

Events with industry experts

Customer training