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  • Access to a multitude of financial assets in any market, currency or country.
Discretionary Portfolio Management

The Discretionary Portfolio Management is an investment service through which Esfera Capital manages the customer equity in order to maximize the financial/tax return according to a preset risk profile.

Being a service consisting of different products, we offer you multiple financial instruments at the market to be contracted on the local as well as on the international stage.

Access to a multitude of financial assets in any market, currency or country.
Advantages
 

Global Focus

The Discretionary Portfolio Management is a global service to access a multitude of financial assets in any market, currency or country easily, comfortably and safely.

 

Professional Treatment

Equity is managed by a team of professionals from Esfera Capital, highly qualified and with a clear view on customer's needs and expectations.

 

Homogeneity

The portfolio management allows a unified treatment of all its contained products. The given information will be treated as a single asset financially and administratively.

 

Customized assistance

The team studies the personal, financial and tax situation of the customer and advice about the appropriate risk of level at any time. Moreover, regular meetings will be held with the customer in order to check the portfolio performance.

 

Security

The asset diversity, regular controls, fixing of limits and stops and, especially, the wide experience of the Esfera Capital team, enable us to reach a high level of security in the investments carried out for our customers.

 

Exclusivity

It is an exclusive service with high added value, reserved for customers with a high asset situation and income level that demand a customized treatment tailored to their requirements.

 

Confidentiality

The information and data about customer´s equity will be kept in the strictest confidentiality, being only provided to the customer and to the persons directly authorized by the customer.