Tailor-made services.
DAISY CAPITAL delivers sophisticated multi-assets investment solutions and services that draw on extensive capabilities and align with investors desired outcomes.
Our team is composed by professionals from different cultures and backgrounds that combine their experience in private banking, investment banking and the financial markets to provide our clients with the solutions that best suit their investment strategy.
Investment Advisory
For us it is essential to understand the individual circumstances and needs of each client in order to create their investment profile.
Once the goals, needs, objectives and expectations of the client have been identified, we define together their investment profile.
We will analyze the level of risk and the investment terms that you want to adopt, always taking into account that the protection of your assets and their long-term growth is our main objective.
DAISY CAPITAL employs different types of management, as well as the most innovative financial products in order to build solutions that meet your specific needs.
Wealth Planning
We offer our clients flexible and efficient service, using innovative technological tools and working closely with a network of professionals experts in their respective fields. Our team is highly trained in a wide range of services, including tax planning and estate planning, fiduciary and business services, assistance in real estate and family governance. To protect your assets at all times, we take care to regularly monitor the external factors that may affect your investments. This continuous monitoring allows us to adapt at any time to the different phases of the economic cycle and to ensure that the necessary changes in the defined strategy will be kept in line with the client’s objectives.
Investment
Your investment strategy is essential to meeting your financial goals.
Remaining invested during market fluctuations can be difficult if your portfolio is not aligned with your psychological risk tolerance. We help you overcome this ‘behavior gap’ by integrating your risk tolerance with your short, medium, and longer term goals. Our portfolios are well-diversified using low cost and no load investments.
Our preferred investment choices for our portfolios are low cost mutual funds, exchange traded funds, and individual bonds, as appropriate.
Financial Planning
Financial planning is the foundation of your financial success. It all begins here. We help you explore your lifestyle goals and dreams and provide you with a plan to meet them. We help you to understand your financial strengths and weaknesses by creating income and expense documents so you have a clear understanding of your cash flow. Your cash flow is the key to wealth financial independence. We show you how to save by helping you align your present choices and future life style with your desired financial success. It’s not always easy, but it is certainly possible. We help you prioritize and make the right decisions, keeping in mind your values and what is important to you. Our ongoing reviews will assure you are on the right path to your financial success.
