Individuals
We help you make the best investment decisions to plan, protect and monetize your assets.
Our independence also allows us through an in-depth knowledge of your situation, your objectives and your needs, recommend the best solutions or products available on the market without conflicts of interest, reduce your financial costs (>50), continuously monitor your assets and provide you with immediate access to a simple and transparent report of all your investments globally (which can be analysed by bank, country or currency).
Groups
Family
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 heritage, your needs and your history. All this taking into account in addition to the financial, business, legal, fiscal and successor perspective.
So in our model of Independent Multifamily Office (without own product, without membership of another financial group, without conflicts of interest … ) we make the best recommendations and the Family decides.
Families
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 heritage, your needs and your history. All this taking into account in addition to the financial, business, legal, fiscal and successor perspective.
So in our model of Independent Multifamily Office (without own product, without membership of another financial group, without conflicts of interest … ) we make the best recommendations and the Family decides.
Business owners
We assist them in financial decision-making: investment, M&A and restructuring
Entrepreneurs are used to managing all areas of their business (sales, suppliers, employees..) and also usually have the support of their CFO for decision making, but the professional profile changes when needs are required different and that’s where our professional and independent advice can help them:
– When you start to accumulate cash and do you want to start investing it
– When you need to restructure your business or need capital to grow.
– When you want to buy a competitor or sell your company.
Charities
We help you ensure 100 compliance with the new code of conduct for non-profit entities,
Define and maintain an investment policy tailored to your founding objectives, recommend the best available solutions/products that meet the ESG criteria, continuously monitor your assets and provide you with 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.
Charities
We help you ensure 100 compliance with the new code of conduct for non-profit entities,
Define and maintain an investment policy tailored to your founding objectives, recommend the best available solutions/products that meet the ESG criteria, continuously monitor your assets and provide you with 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.
