Individuals
We help you make the best investment decisions to plan, protect and monetize your assets.
Our independence also allows us through a deep knowledge of your situation, your objectives and your needs, to 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).
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.
Thus, in our Independent Multifamily Office model (without its own product, without belonging to another financial group, without conflicts of interest, etc.) we make the best recommendations and the Family decides.
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.
Thus, in our Independent Multifamily Office model (without its own product, without belonging to another financial group, without conflicts of interest, etc.) we make the best recommendations and the Family decides.
Companies
We assist you in financial decision-making: investment, MA and restructuring
Entrepreneurs are used to managing all areas of their business (sales, suppliers, employees, etc.) and they also usually have the support of their financier for decision-making, but the profile of the professional changes when different needs are required and that is where our professional and independent advice 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.
