Individuals
We help you make the best investment decisions to plan, protect and monetize your assets.
Our independence also allows us, through a deep understanding of your situation, your objectives and your needs, to recommend the best solutions or products available on the market without conflicts of interest, to reduce your financial costs (> by 50%), provide continuous monitoring of your assets and give you with immediate access to a simple and transparent report of all your investments globally.
Family
Groups
We help family groups that need to incorporate professional and independent management.
Our multidisciplinary professional team will assist you in making decisions with a global view of your wealth, your needs and your history. All this taking into account in not only the financial perspective but also the business, legal, tax and estate planning aspects.
In our independent Multifamily office model (without proprietary products, without belonging to another financial group, without conflicts of interest), we make the best recommendations and let the family decide.
Family
Groups
We help family groups that need to incorporate professional and independent management.
Our multidisciplinary professional team will assist you in making decisions with a global view of your wealth, your needs and your history. All this taking into account in not only the financial perspective but also the business, legal, tax and estate planning aspects.
In our independent Multifamily office model (without proprietary products, without belonging to another financial group, without conflicts of interest), we make the best recommendations and let the family decide.
Businesses
We assist you in financial decision-making: investment, M&A and restructuring
Business owners are accustomed to managing all areas of their business (sales, suppliers, employees,…) and usually rely on their financial director for decision-making. However, the type of professional required changes when different needs arise, and that is where our professional and independent advisory services can help them:
– When you start to accumulate cash and see the need to invest it
– When you need to restructure your business or need capital to grow.
– When you want to buy a competitor or sell your company.
Institutions
We help you ensure 100 compliance with the new code of conduct for non-profit entities,
To define and maintain an investment policy aligned with your foundational objectives, recommend the best available solutions/products that meet ESGcriteria, continuously monitor your wealth, and provide you with easy access to a simple report of all your pooled investments.
DPM Finanzas is also one of the few investment firms in Spain that allows it to meet the regulator’s requirements for Independence and guarantee of professional competence.
Institutions
We help you ensure 100 compliance with the new code of conduct for non-profit entities,
To define and maintain an investment policy aligned with your foundational objectives, recommend the best available solutions/products that meet ESGcriteria, continuously monitor your wealth, and provide you with easy access to a simple report of all your pooled investments.
DPM Finanzas is also one of the few investment firms in Spain that allows it to meet the regulator’s requirements for Independence and guarantee of professional competence.
