Independence, Trust, Integrity, Discretion, Security, Versatility, Transparency, Partnership
Insignium Iberia EAF S.A.U. is an independent financial advisory firm that is part of a financial group founded in 2012. We offer honest advice and independent financial advisory services which are tailored to the needs of our clients.
Our highly qualified team of professionals have occupied senior positions of responsibility at major financial institutions situated in the principal global financial centres. This experience, together with our knowledge, dedication and integrity has allowed us to stand out among our peers and become one of the most important independent financial advisory firms in Zurich.
Vision
Mission
Values
Asset management Wealth Management Multifamily office
Asset management Wealth Management Multifamily office
360º – Process
Our Bespoke
Guidance
Process
Client Relationship
Guiding the client throughout the financial world.
Data Gathering
Establish Policy and Investment Profiles
Implement Strategies
Review and Discuss
Financial Advisory
Risk Monitoring and Review • Investment Policy Statement • Portfolio Implementation • Portfolio Construction • Tactical Asset Allocation • Strategic Asset Allocation
Financial Advisory
We advise you on your portfolio of investments with absolute independence in order to avoid conflicts of interest. We select the best financial instruments available to you via our international network of analysts whilst rigorously applying our policy of open architecture. We aim to offer you tailor made solutions present only at the forefront of the finance industry.
Our Proposal
Investment Policy
Defining the Strategy
Construction and Implementation
Analysis and Risk Control
Multifamily Office
Our contribution to the client is not limited to only advisory of their investments. Comprehensive asset management includes an analysis and assessment of possible investment alternatives.