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Clients
For those seeking independent financial advice
Family groups
We are artisans of your wealth
360° perspective
At DiverInvest, we provide comprehensive advice on family wealth from a global perspective, where the next generation plays a crucial role. The objective is to grow the wealth from generation to generation, minimizing the tax impact, risks and costs.Comprehensive advisory
We assist you in all areas requiring professional advice, including family protocol, wealth planning, financial advice, financial investment control, private equity or real estate, wealth transfer to the next generation, taxation, and training.Personalized approach
We coordinate each phase of a family's financial life by adapting to the family protocol and offering solutions that are always tailored to the wealth needs.
Asset distribution
Have you ever wondered how your wealth is distributed across different asset classes?
At DiverInvest, we will help you distribute your wealth in an efficient way, diversifying risks and considering often overlooked aspects.
Thus, an ideal strategic approach will encompass both listed and unlisted financial assets, such as private equity, real estate or art, among others.
Foundations, congregations and institutions
Specialists in endowment
Support for the management team and governing bodies
The DiverInvest team works in alignment with established ethical and investment principles. Alongside the board of trustees and governing bodies, it provides support and advice to the management team in achieving their goals. Additionally, it actively participates in the economic commission and board meetings, as required.Adapted to the specific ethical code
Foundations, associations, and congregations have unique characteristics that set them apart from other investors. At DiverInvest, we have an in-depth understanding of these organizations. We not only adapt to their structures but also align with their ethical codes in both actions and product recommendations.Extensive experience in endowment
Most foundations or institutions govern their actions based on the concept of endowment. This involves a special fund where the principal must remain intact over a specified period, and the income earned on the principal has to cover annual expenses and inflation.
ESG Investments
Since its beginning, DiverInvest has conducted its activities with a strong social and sustainability focus. In 2019, we voluntarily started reporting to thePrinciples for Responsible Investment (PRI). Additionally, we have embraced the ESG (Environmental, Social and Governance) categorization, applying specific values to our recommendations and extending them to our company’s governance.
Furthermore, at DiverInvest, we have introduced the concept of the Responsible Investor, who opts for impact investing in social and/or environmental aspects to contribute to improving society without sacrificing financial returns.
Individuals and companies
Tailored investments
Our clients' needs
Effective advisory for your investment portfolio often requires a prior analysis of wealth planning. This analysis allows the DiverInvest team to deeply understand your needs and current situation, enabling us to provide you with better-personalized advice.Other determining parameters
In addition to wealth situation and temporal implications, when advising, we take into account other parameters such as your risk aversion, preference for specific products, or the sustainability impact of your portfolios.Minimizing risks and reducing costs
Another distinctive aspect is our commitment to reducing risks and costs associated with depositary entities. DiverInvest has an extensive list of top national and international entities offering favorable conditions for our clients' benefit.
Decision-making factors
As investors, you face a daily influx of information which can create uncertainty in wealth decisions. These situations often generate social pressure, biased judgments, and sometimes overconfidence. Depending on your specific risk aversion, these inputs could lead to inappropriate decisions.
DiverInvest’s role is to accompany you in this decision-making process. We provide our rational perspective amidst market fluctuations and consistently align ourselves with your goals as Independent Financial Advisers (IFA).
Let's talk about it ?
Share your needs with us and discover how we can assist you.