Patrimony 1987 ASF offers its clients the best possible asset allocation globally, taking into account their needs, investment limits, risk tolerance and expected returns.
CORE BUSINESS
Patrimony 1987 ASF is a leading financial consulting firm offering a wide range of bespoke solutions to enable all your investment, finance, and heritage planning needs.
WHO WE ARE
Based in Andorra, we are a modern and innovative financial consulting firm authorized, regulated and supervised by the AFA (Andorran Financial Authority) that offers services to optimize the financial situation of each of its clients. We also work in synergy with the main Andorran banks and select the best managers out there with the aim of organizing financial and wealth management in the most efficient way possible.
Our firm provides global assistance for the protection, improvement, and growth of assets, we offer investment advisory consulting services consisting of giving personalized tailor-made recommendations to clients.
Patrimony 1987's main business is to offer solutions, ideas, and suggestions with the aspiration of becoming a point of reference for the client.
ACTIVITIES
We offer investment advice consisting in handing well-structured personalized tailor-made recommendations to clients, at their request or at the initiative of the financial investment institution, on one or more transactions relating to financial instruments.
Our financial analysts generate investment reports and financial analysis or other forms of general recommendation regarding trading in financial instruments.
STRATEGIES
As part of our investment philosophy, we are committed to provide you with the most suitable investment strategy out there, based on an exhaustive investor analysis process, taking into account your objectives, risk tolerance, investment horizon, financial situation, knowledge, and experience. Our customized investment proposal is prepared once these parameters have been established.
INVESTMENT MANAGEMENT
Patrimony 1987 ASF offers a comprehensive investment management service that focuses on helping our clients achieve optimum returns on investment through active management and long-term investment outlook.
A wide variety of different investment types and asset classes are included in our investment universe, each with their own benefits and risk potential that our investment management team will discuss further in greater detail with the investor. Equities, fixed income, structured products, alternative investments, and liquidity products are asset classes that can be recommended.
FINANCIAL PLANNING
At Patrimony 1987 ASF we provide high-quality strategic advice with various creative financial solutions to increase and ensure the safe preservation of your wealth for you, your family and future generations to come.
We are fully convinced that if you want to obtain a successful wealth strategy, a financial structuring and planning is required. Whether you want to preserve your wealth, secure your family's financial future, or are seeking expertise on retirement, relocation or succession, our dedicated financial planning team can help you prepare for tomorrow by taking action today.
CONTACT FORM
Our staff will be happy to assist you with any questions or inquiries you may have, and will respond to your message as soon as possible. We are here to help you whenever and wherever you need it.
