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Home  /  Wealth Management
Wealth Management

Wealth Management

It is made up of professionals with a proven track record in financial advisory roles, who take into account the objectives and risk preferences of each client in order to prepare a customized and suitable investment portfolio.

The personalized attention, the constant monitoring and the support provided by the entire corporate structure of Nobilis (Research Department, Trading Desk and Compliance Department) make our service a competitive option with solid grounds to determine the appropriate investment portfolio for each client.

More About Us

Research

A team of professionals that generate investment strategies by selecting the appropriate asset allocation that corresponds to the different investment profiles of our clients. The team selects suitable financial instruments and provides analysis and insight on macroeconomic, financial and political matters concerning different countries and markets. The strategies and outlooks are in turn validated by Nobilis’ Investment Committee

Compliance

It is in charge of designing and supervising the implementation of all the rules and regulations imposed by the regulatory entity as well as Nobilis’ internal policies.

The Compliance Department protects the interests of clients through the adequate knowledge of the relevant regulation...