UNIVERSAL GESTIÓ

CAT / CAST / ENG / FR
OUR INDEPENDENT STATUS IS A KEY FACTOR FOR OUR MANAGEMENT AND A BASIC PRINCIPLE OF OUR CULTURE

Services

Our services are based on the following principles:

SERVICES

Assets Consultancy

We carry out a comprehensive and detailed initial study of the client’s portfolio and asset allocation to establish a relationship framework and aggregate monitoring of their financial assets.

In a constant search for efficiency, profitability and investment control, we establish a direct relationship with the depository institutions in accordance with the capital structure of our clients. This allows for the constant monitoring of the various strategies defined between the client and Universal Gestió.

We perform daily reconciliation of movements corresponding to the execution of orders and monthly reconciliation of positions with the depository institutions. This allows our clients to have an overview of all their financial assets.

Asset management

We perform active, independent and high added value asset management on the basis of the management mandate that best matches our client’s expectations by choosing transparent, easy to understand and liquid financial products that meet our performance expectations.

Auxiliary services

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Corporate Consultancy

  • Provision of advice to companies regarding capital structure, industrial strategy and related issues.
  • Provision of advice and services related to mergers, divisions and acquisitions of companies.
  • Increases and reductions in capital and other strategic advice.

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Tax consultancy

  • Universal Gestió maintains collaboration agreements with different companies specialising in tax consultancy for the preparation of reports and strategies for both natural and legal persons and to obtain the most convenient tax structure.
  • Once this structure is defined Universal Gestió prepares investment reports tailored to the proposed tax structure.

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Information provided to our clients

  • A report with personalised recommendations related to the financial instruments.
  • A report with the personalised recommendations about the requested advice.

We want to have a profound understanding of what the client expects from our management, their risk tolerance, performance expectations and the level of information they wish to receive at all times.


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