Portfolio management

A totally tailored portfolio management

It is a personalized way of designing your financial portfolio, taking into account your risk profile, your tax situation and the market situation.

Thus, you delegate Gesiuris to make decisions on the composition of your portfolio.

Funds from the best international fund managers will be used to build your portfolio. Depending on the size of your portfolio, we incorporate positions in equities, fixed income and monetary assets.

Carteres mobile

The 6 keys of our management

Portfolio design

according to your situation and objectives.

Review and optimization

Continuous monitoring of your investment.

Changes

according to your needs and taxation.

Management

of your additional contributions and reimbursements.

Maximum transparency

in costs.

Periodic information.

High quality information on the evolution of your assets.

The value of your investment will vary according to market fluctuations, but our efficient management will allow us to adapt to its evolution. In other words: your portfolio will always be under our supervision and control.

Portfolio simulator

Which funds suit you?

Simulate your portfolio according to your risk tolerance:

  • %
    Cash
  • %
    Debt
  • %
    Gold/investment property
  • %
    European investments
  • %
    US investments
  • %
    Global investments
  • %
    Japan Investments
  • %
    Emerging countries investments
  • Conservative
  • Moderate
  • Aggressive

The portfolio composition shown here is only an example and may not correspond exactly to the proposal actually materialized for each client.

Are you interested? Would you like more information?

Contact us and an advisor will answer all your questions, with no obligation.

You can do so by sending us an email using the following form: