WE ARE TARGETING INDIVIDUALS, FAMILIES, COMPANIES AND INSTITUTIONS LOOKING FOR SERIOUS, PERSONALIZED AND TRUSTABLE WEALTH MANAGEMENT.
SAVERS
AND FAMILIES
For those who see saving as the foundation of their future plans. We help you invest to beat inflation and achieve goals such as your children's education, a home, or a comfortable retirement. We support multiple generations, ensuring your wealth is preserved and grows with each passing generation.
ENTREPRENEURS,
MANAGERS AND
PROFESSIONALS
If you're a business owner or executive, you know the value of planning and good management; the same applies to your wealth. At Solventis, founded by entrepreneurs, we advise you on optimizing capital, diversifying investments, and planning key milestones so your wealth works for you.
INSTITUTIONS,
COMPANIES AND
FOUNDATIONS
We offer tailored solutions for companies with surplus cash or pension plans, and for institutions or foundations seeking to preserve and grow their funds. We understand their specific needs and design strategies aligned with their objectives, including ESG criteria if required.
Your ally to grow your wealth
It's about peace of mind, freedom, and the security of a well-planned future, thanks to solid planning. That's why we work to give you the confidence of knowing your capital is in good hands, with a professional team that acts as your trusted financial partner. Every investment decision we make is based on independence, technical excellence, and an unwavering commitment to your interests.
Discretionary Portfolio Management
With discretionary management, you can leave the day-to-day management of your investments to experts, trusting in a team that manages your assets rigorously.
We become your "eyes and hands" in the market, applying our proven methodology and risk management to ensure your financial goals are met. You can rest assured knowing we're working for your assets with the same dedication as if they were our own.
- CUSTOMIZED STRATEGY
- ACTIVE PROFESSIONAL EXECUTION
- STRICT RISK CONTROL
- TOTAL INFORMATION AND TRANSPARENCY
- COST EFFICIENCY
PERSONALIZED ADVISORY MANDATE
This is the ideal option if you want to actively participate in investment decisions while having the ongoing support of an expert financial advisor. With personalized wealth management advice, Solventis acts as your financial co-pilot: We provide tailored analysis, strategies, and investment ideas, while you always maintain ultimate control over your portfolio.
- joint planning
- Investment proposals
- STRICT RISK CONTROL
- expert support in every decision
- proactive monitoring and alerts
INVESTMENT IN SOLVENT FUNDS
For investors who prefer to manage their money and trust their own judgment, but value having professional tools at their disposal. At Solventis, you can invest independently in our range of funds managed by Solventis Asset Management, making your own decisions while benefiting from the expertise of our managers.
- ACCESS OUR EXPERIENCE THROUGH FUNDS
- YOU CHOOSE THE RIGHT COMBINATION
- PROFESSIONAL MANAGEMENT AND RISK CONTROL IN EACH FUND
- INFORMATION SUPPORT AT YOUR REACH
discretionary portfolio management
With discretionary management, you can leave the day-to-day management of your investments to experts, trusting in a team that manages your assets rigorously.
We become your "eyes and hands" in the market, applying our proven methodology and risk management to ensure your financial goals are met. You can rest assured knowing we're working for your assets with the same dedication as if they were our own.
- CUSTOMIZED STRATEGY
- ACTIVE PROFESSIONAL EXECUTION
- STRICT RISK CONTROL
- TOTAL INFORMATION AND TRANSPARENCY
- COST EFFICIENCY
mandate for personalized advice
This is the ideal option if you want to actively participate in investment decisions while having the ongoing support of an expert financial advisor. With personalized wealth management advice, Solventis acts as your financial co-pilot: We provide tailored analysis, strategies, and investment ideas, while you always maintain ultimate control over your portfolio.
- joint planning
- Investment proposals
- STRICT RISK CONTROL
- expert support in every decision
- proactive monitoring and alerts
investment in solvent funds
For investors who prefer to manage their money and trust their own judgment, but value having professional tools at their disposal. At Solventis, you can invest independently in our range of funds managed by Solventis Asset Management, making your own decisions while benefiting from the expertise of our managers.
- ACCESS OUR EXPERIENCE THROUGH FUNDS
- YOU CHOOSE THE RIGHT COMBINATION
- PROFESSIONAL MANAGEMENT AND RISK CONTROL IN EACH FUND
- INFORMATION SUPPORT AT YOUR REACH
Our process
We explain our work process so you know what to expect when starting your relationship with Solventis
WE EVALUATE
YOUR SITUATION
We take the time to get to know you situation, objectives and values to suggest sensible investments. This discovery phase opens new perspectives for your assets.
WE DEFINE
OCCUPATIONAL SAFETY OBJECTIVES
We review your financial situation and analyze the best alternatives for you. We turn your priorities into concrete goals according to your risk profile, time horizon and investment preferences and sustainability. It includes cash flow planning and pension tax analysis.
WE CREATE YOUR WEALTH PLAN
We present your comprehensive wealth and investment plan, showing how it works today and how it will evolve over time.
IMPLEMENTATION
Once the solutions are validated, we implement the plan with you:
We configure fiscally efficient portfolios and we invest according to your strategy.
MONITORING
AND CONTINUOUS REPORTING
You will have a dedicated team and ongoing supportwith regular reviews and meetings. Reporting in accordance with Spanish regulations and European (such as MiFID II), access to the client portal, our app and all Solventis services,
Asset management
designed for the future
Financial planning, investment and advice
I continue to work to preserve and grow your wealth
EXPERIENCE THAT MAKES THE DIFFERENCE
Carlos MaSdevall Garçon
Partner
Director of Wealth Management
Eloi Romero Valls
Director of Business Development
Antonio Cánovas del Castillo Richi
Private Banker
Claudia Torrents Mayans
Private Banker
Victor Rivera Ortego
Private Banker
Carlos Arnoult Torra-Balari
Private Banker
Cristian Tena Tomas
Solventis WM Partner
Private Banker
Ferran Miñano Golet
Private Banker
Julio Añoveros Terradas
Solventis WM Partner
Private Banker
Mario Afán Ortiz
Solventis WM Partner
Private Banker
Sara Alonso García
Solventis WM Partner
Private Banker
Susana Armingau López
Private Banker
Victor Lopez Diaz-Guerra
Solventis WM Partner
Private Banker
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Discover what drives us and how we approach wealth management in a unique way for our clients.
Differences in fund classes with currency hedges
FEDERAL SYSTEM
We solve your queries
So that financial decisions are made with transparency, clarity and trust
How does the registration process work? What documentation do I need to provide?
The process of becoming a discretionary management client at Solventis is simple and designed to be experienced as a process of mutual understanding, not as a bureaucratic procedure.
It consists of three phases:
- Initial diagnostic meeting: We analyze your financial and asset situation, your objectives, your time horizon, and your expectations. This meeting is non-binding and allows us to determine if discretionary management is the most suitable service for you.
- Suitability test and portfolio proposal: we complete the MiFID questionnaire, define your risk profile and present you with a personalized strategy proposal with the assets, distribution and risk level that we consider most appropriate.
- Contract signing and initial deposit: We sign the discretionary management agreement, which outlines the mandate, financial terms, and operating rules. Once the account is activated and the initial deposit is received—via bank transfer or transfer of funds from another institution—we begin management.
The required documentation includes your valid identity document and tax residency declaration. Depending on the origin and amount of your assets, we may request additional documentation in compliance with anti-money laundering regulations.
Once I've subscribed to the service, can I make additional contributions or make partial withdrawals?
Yes, at any time. The discretionary management agreement with Solventis does not limit your ability to make additional contributions or partial withdrawals throughout the relationship.
Additional contributions can be made via bank transfer or transfer of funds from another institution. These are incorporated into your portfolio according to the current strategy and target weights defined in the mandate.
Partial withdrawals are executed by redeeming the instruments that make up the portfolio. Our team manages this transaction, striving to minimize the tax impact and maintain the consistency of the resulting portfolio. If the withdrawal is significant, your manager will explain how it will affect the asset allocation and, if necessary, we will discuss with you whether adjusting the strategy makes sense.
For urgent or more complex operations, your reference manager coordinates the execution directly.
Will I have a personal manager assigned to me? How do I contact Solventis?
Yes. At Solventis, each discretionary portfolio client is assigned a dedicated private banking advisor who understands their situation, objectives, and portfolio history. This isn't a call center or a web form: it's a specific person you can call, email, or meet with whenever you need.
This manager acts as your main point of contact: explaining the Investment Committee's decisions, conveying Solventis' market outlook when relevant to your portfolio, coordinating periodic reviews, and channeling any instructions or changes you wish to introduce.
Beyond contacting your manager, Solventis has offices in Barcelona, Madrid, and Vigo, so you can meet with us in person in any of the three cities or connect via videoconference if you prefer.
Direct communication, without intermediaries and without constant changes of contact person, is one of the aspects that our clients value most.