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.

Comillas

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.

Über uns
Como funciona MIA

Vision

Misión

Mission

valores

Values

Asset management Wealth Management Multifamily office

Asset management Wealth Management Multifamily office

Proceso 360º

360º – Process

Our Bespoke
Guidance
Process

Über uns

Client Relationship

Guiding the client throughout the financial world.

Data Gathering

Data Gathering

Gathering our client’s data and creating a comprehensive portfolio profile.
Establish Policy

Establish Policy and Investment Profiles

Frequent communication with the client allows us to establish and maintain the investment policy.
Implement Strategies

Implement Strategies

Implementation of the investment strategy. Taking into consideration the client’s .
Review and Discuss

Review and Discuss

Regular client contact to provide feedback and review current market conditions.
Gestión de activos

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.

Gestión de activos

Our Proposal

Diagnóstico MIA

Investment Policy

Pronóstico MIA

Defining the Strategy

Tratamiento MIA

Construction and Implementation

04

Analysis and Risk Control

Multifamily Office

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.