Your trusted team for advice on managing and monitoring your investments in Spain.
Investment groups and management companies in Spain
Clients
We work for all organizations that require external support because they have decided not to have a staff structure to carry out all the work arising from their asset management.
Our main clients are institutions and investment groups, collective investment managers, and private investment groups.
Types of work done for our clients
Investor groups and managers:
For your own management:
- Support to the internal investment team in analyzing opportunities.
- Participation in internal investment committees.
- Support to the internal team in business asset purchasing processes.
- Support to the management company in support tasks not covered internally (e.g., team selection and development).
- Development of the operating partner function of the management company.
- Attracting investors or investment operations.
For the management of participating companies:
- Conducting audits of management teams.
- Management support in functional areas not covered internally.
- Support for the manager in conflict situations and replacement of management teams.
- Search for functional management and executive teams.
- Carrying out the financial control function externally.
- Preparation of reporting to the board of directors.
- Representation of ownership on boards of directors.
- Management of the secretary of the board of directors.
- Representation of the property in remuneration commissions.
Private investment groups (family offices):
For general asset management:
- Training the various members of the investment group on general concepts affecting asset management to improve their participation and involvement in decision-making.
- Market analysis, understanding of the different existing risks.
- Evaluation of the risk profile that the investment group wants to assume.
- Definition of the investment strategy, markets and types of assets to be acquired.
- Selection of necessary suppliers in each defined niche.
- Dialogue with the selected suppliers.
- Setting objectives and monitoring the results obtained by each supplier
- Evaluation of the different suppliers, replacement if necessary.
- Possible leadership of the family office's internal team, if any.
For the management of assets to be acquired/disposed of:
- Search for opportunities in previously defined markets.
- Acquisition of the selected assets.
- Possible partial financing of purchases, leverage, hedging, etc.
- Monitoring the evolution and management of assets.
- Representation of property interests.
- Possible final sale on the market of assets that have met their objectives.