Advice and Financial Planning
"The first Independent Financial Advisory entity (EAF) in Spain"
"* Source: 2019 Audits published in CNMV."
Family
Office
At DiverInvest we provide advice on family wealth using a 360-degree approach in order to grow your wealth from generation to generation from a global and independent perspective.
FOUNDATIONS AND
INSTITUTIONS
At DiverInvest we have a profound knowledge of this group and adapt to each Foundation/Institute, respecting their codes of ethics and investing under the concept of Endowment.
FINANCIAL ADVISORY
SERVICES
At DiverInvest we provide custom advisory and asset monitoring services based on the investment profile, needs, objectives and time frames defined by our customers.
TAX
ADVICE
At DiverInvest we advise our clients about the taxation of the financial products that we offer and we analyze their wealth situation with the aim of identifying their possible needs in order to be able to offer proposals for tax improvement.
REAL ESTATE
ADVISORY SERVICES
DiverInvest Partners was created for the purpose of meeting our customers’ real estate assessment needs, thereby supplementing the financial service offered by DiverInvest Asesoramiento EAFI S.L.U.
OUR PHILOSOPHY
Offer our customers comprehensive wealth advisory services, providing a customised solution adapted to the needs and objectives of each customer.
More than
LAST NEWS
Selection and outlook 2015 & current topics at ASEAFI
Yesterday at the Barcelona Stock Exchange took place a meeting organised by ASEAFI. They talked about actual market issues and outlook of 2016. Union Bancaire
The way Millennials invest
Javier Gazulla talk at Inversion & Finanzas about the new generation at financial markets. Millennials , youth people borned at 80s and 90s start to
First Financial Cycle
Yesterday, We inaugurated fist Financial Training Cycle. The first session was imparted by David Mafoda who talked about the Bond Market. We are glad about
We live in a world ‘low growth, low inflation’
EAFIs and Financial Agents: what assets we should invest? It’s time to emerging? More: http://www.rankia.com/blog/fondos-inversion/2997865-eafis-agentes-financieros-que-activos-deberiamos-invertir-tiempo-emergentes
“Families break records in financial savings”
Javier Gazulla talk at Inversion & Finanzas about financial savings on families. Article talks about how funds are one of the favorite investment vehicles. Reading:
Psicology at Investment
Yesterday we had the second sesion about the Psicology at investment, very important concept but at the same time forgotten. Ignasi Perdera based his talk
DAVID’S LETTERS
Selection and outlook 2015 & current topics at ASEAFI
Yesterday at the Barcelona Stock Exchange took place a meeting organised by ASEAFI. They talked about actual market
The way Millennials invest
Javier Gazulla talk at Inversion & Finanzas about the new generation at financial markets. Millennials , youth people
First Financial Cycle
Yesterday, We inaugurated fist Financial Training Cycle. The first session was imparted by David Mafoda who talked about
