At Solventis we bear in mind that each client is unique (individuals, family offices, companies, financial institutions and collective investment institutions …) and, therefore, we adapt to their unique needs.

Services

Customized solutions for you

At Solventis Management we strive to understand our client’s needs and offer them a tailored solution based on our independence and the selection of the best financial instruments on the market.

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The set-up of a portfolio, a process centred around the client, follows these steps:

  • Definition of risk profile.
  • Distribution of the type of assets based on that profile.
  • Selection of assets after analysis by the Solventis Investment Committee.
  • Portfolio proposition

Once the client accepts, Solventis will manage the portfolio in an active, constant and transparent way.

We accompany you in achieving your goals by helping you build the financial path to reach them, through:

  • Financial situation analysis. We provide a detailed evaluation of your current financial situation and listen to you to identify your needs.
  • Definition of financial goals. We help you identify your short-term and long-term goals, taking into account your risk profile.
  • Creation of a personalized portfolio and investment plan. We develop an ad-hoc financial portfolio, with the most appropriate combination of assets at each moment, and with access to all markets and vehicles from leading international asset managers.
  • Monitoring and adjustment of the plan. The financial plan can be adjusted based on changes in your financial, economic, and tax circumstances.
  • Management of white-label funds and collective investment schemes.
  • Collective investment schemes (SICAVs) managed by other parties or investment firms.
  • Portfolios deposited with third parties.
  • Hedging in interest rates, currencies and other financial instruments.
  • Creation and valuation of structured products.

The set-up of a portfolio, a process centred around the client, follows these steps:

  • Definition of risk profile.
  • Distribution of the type of assets based on that profile.
  • Selection of assets after analysis by the Solventis Investment Committee.
  • Portfolio proposition

Once the client accepts, Solventis will manage the portfolio in an active, constant and transparent way.

Secure your future by investing in a pension fund, improve the well-being of the rest of your life by protecting your money and providing profitability.

Choose the plan that best suits your profile:

  • Solventis Cronos: fixed income fund for a conservative profile.
  • Solventis EOS: European equity fund for a more dynamic profile.
  • Combined plans:
    1) Conservativer: 90% Cronos – 10% EOS.   2) Moderate: 70% Cronos – 30% EOS.   3) Dynamic: 40% Cronos – 60% EOS.
  • Personalized plan
  • Management of white-label funds and collective investment schemes.
  • Collective investment schemes (SICAVs) managed by other parties or investment firms.
  • Portfolios deposited with third parties.
  • Hedging in interest rates, currencies and other financial instruments.
  • Creation and valuation of structured products.

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    In accordance with Regulation (EU) 2016/679 General Data Protection Regulation, we inform you of the processing of your personal data for which SOLVENTIS, S.V., S.A., and other companies within the same group, are responsible and addressee for the purpose of managing the system of control, prevention and discovery of crimes, record the complaint received, investigate the facts, as well as take the corresponding legal actions. The identity of the complainant will be kept confidential at all stages of the process and will not be disclosed to third parties, or to the incriminated person. Your data is processed on the basis of the existence of a public interest, in the terms set out in Article 6.1 e) of the General Regulation EU 2016/679. The data will be kept during the processing of the internal investigation or, as the case may be, during the processing of possible legal proceedings. We inform you that your personal data may also be processed solely for due diligence measures for prevention purposes in compliance with Law 10/2010 of 28 April on the Prevention of Money Laundering and Terrorist Financing, on the basis of compliance with a legal obligation. Your data will be kept for a period of ten years in compliance with the applicable regulations. Your data may be communicated to the Bank of Spain, to SEPBLAC (Executive Service of the Commission for the Prevention of Money Laundering). The recipients of the information will be the corresponding control authority and the person in charge of the complaints channel, as well as, where appropriate, the legal services or public administrations involved. We inform you of your rights of access, rectification, deletion, data portability, limitation and opposition, as well as the revocation of the consent given in your case, by contacting SOLVENTIS, A.V., S.A., PASEO DE LA CASTELLANA 60, 4 PLANTA DERECHA, 28046, MADRID. You also have the right to make a complaint to the data protection authorities.