Wealth and Asset management

All regions of Spain
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+ (34) 951 390 201
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What is Wealth Management?

Wealth Mangement is not just about money and investing. It covers tax planning, retirement planning, future proofing and estate planning. The role of a wealth manager requires attention to detail, skill and knowledge of the financial world on an international scale.

We have many years of experience in wealth management with access to some of the world's best managed funds and collective investment schemes. Our client's portfolios are tailored to the individual's needs - whether growth, income or a mixture of both are required. Our mission is to provide an exemplary and ethical service to our clients and their families in Spain or elsewhere. Whatever your financial goals, it is important that you plan in advance and use a company you can trust to deliver a solution bespoke to your needs and aspirations.

We are at the leading edge of international wealth management, with a proven track record and reputation we are truly proud of.

Patrick Macdonald Financial Adviser
Patrick Macdonald ASCI
International Financial Adviser


Protection with Growth and Diversity

We help you grow your wealth in a regulated environment using platforms with strict investor protection rules in place.

The protection of your capital is our priority.

In the modern global economy opportunities exist on a world wide scale. A blend of ETFs and actively managed funds can tap into global growth and deliver performance over a diverse range of assets and financial instruments. Within tax efficient and appropriate investment structures we provide bespoke portfolios for our clients and aim to outperform service expectations.


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