Axxets provides wealth management, investment and family office services to help each client determine and achieve their financial goals. We are a team of professionals highly qualified in all financial areas in order to find the best solution that adapts to your needs.
We offer a variety of investment options adapted to the specific goals of each client:
- Multi-asset classes worldwide
- Fixed income
- Mutual funds
- Hedge funds
- Private equity
- Real estate
- Venture capital
- Private loans
Global multi-asset management
The flexibility of having access to investments and the main asset classes worldwide.
We offer comprehensive analyses of each recommended investment opportunity.
We have access to the main industry analysts and research platforms.
We evaluate potential risk factors for all investments in the portfolio.
We analyze and provide recommendations for each corporate event that requires a response.
Portfolio analysis and investment proposals
We analyze investment portfolios and provide recommendations aligned with the client’s objectives and risk profile.
Our wealth management service is focused on meeting the needs of our clients and their families in a comprehensive and efficient way, considering all aspects of investment and financial planning. We are dedicated to understanding all of our clients’ current and potential scenarios, thereby creating a comprehensive investor profile that acts as the foundation of our relationship and guides financial planning.
We offer access to all major asset classes within the public and private markets.
We evaluate the current situation of our our clients and create a plan based on future needs in order to achieve the desired objectives.
Succession and estate planning
We develop strategies that enable the efficient and responsible transfer of wealth for future generations.
Philanthropy and Impact Investing
We help clients align their investment objectives with their philanthropic values.
We develop strategies to reduce the tax liability and, in turn, maximize the contribution to the pension.
We help clients find the best financing solutions according to their needs.
Our Family Office service is focused on high-net-worth families with the aim of managing their complicated finances in a simple and efficient way. Through research, technology, and a team of expert professionals, we not only understand your family’s goals and challenges, but we lead and coordinate all the pieces necessary to make them possible.
We comprehensively analyze the financial objective of each client, and we create an investor profile to efficiently manage wealth.
Consolidation and reconciliation of portfolio performance
We consolidate investment accounts managed at different financial institutions to analyze performance and ensure that all assets are managed according to the client’s financial goals.
Family business and strategic planning
We advise families and their businesses at all stages of their development.
Investment Manager Analysis
We track the performance of investment accounts managed by external managers.
Reduction of costs with suppliers
We can negotiate lower rates for our clients by means of our volume of transactions.
Estate, succession, and tax planning
We develop a strategy that allows an efficient and responsible transfer of wealth for future generations, and at the same time we reduce the tax liability.