+ 25
Years of experience
+ 25 years of experience
Founded by families for families
We redefine the service of wealth management from a more human perspective, taking into account your intangible heritage, which is what makes multigenerational families successful.
Our history
An independent vision for transforming wealth management
Since 2001
Independent experience and expertise
In 2001, we had the vision to reinvent the relationship between families and organizations in order to successfully project into the future. Motivated by our own needs and by the limitations of traditional services and their conflicts of interest, we set out to redesign a service with a more human and therefore holistic approach. Good investments are fundamental, but without all the other necessary fundamental factors well structured, it is not possible to achieve success.
25 years
Wealth management with international vision and strategic focus on your legacy
Today, 25 years later, we have a group of companies dedicated exclusively to helping individuals, families and institutions achieve their goals successfully. Our international experience and having worked with hundreds of families gives our team a knowledge that we put at your service.
Model without conflicts
We focus on advice free of cross-incentives, always aligned with the client's interests.
An implementation strategy will be developed and put in place, starting from the initial situation and optimizing expenses and taxes, according to the objectives and needs. This part includes an aggregated and personalized wealth report, follow-up meetings, tactical adjustments of the portfolios, recurrent training, etc.
Change of headquarters in Madrid
Our group operates under the name Sinergia Global Partners.
Madrid, Barcelona, Valencia
Wealth Solutions Europe
Securities agency license in Spain (with European passport and clients in 7 countries in Europe).
Latam and USA
Wealth Solutions America
RIA (registered investment advisor) license in the USA, regulated by the SEC (with clients in the USA and 6 countries in Latin America).
Madrid, Barcelona, Valencia
Finletic
our wealthtech, our own 100% development platform with in-house team and licensed by SGIIC in Spain and with clients in several countries as well.
We provide our clients with a multisectoral team aligned with their interests.
Wealth Advisors
Nuestros asesores se centran en entender tu contexto y casuística para que de manera conjunta podamos definir una hoja de ruta. Es un equipo multidisciplinar que ha visto muchas situaciones familiares, de inversiones, fiscales y de gobernanza que pondrá a tu servicio para ayudar a definir vuestro futuro patrimonial
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Investment Committee
Nuestro comité de inversión acumula muchos años de experiencia en todo tipo de inversiones, tanto líquidas como ilíquidas. El objetivo no es sólo buscar buenas inversiones sino entender bien los riesgos y costes asociados pero sobre todo cómo encajan dentro de las política de inversión de los distintos titulares
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Support and operations
Nuestro equipo encargado de toda la ejecución de las inversiones y seguimiento de las mismas en los + 70 custodios en + 12 países donde nuestros clientes desean depositar sus inversiones. Se apoyan en nuestra tecnología interna para tenerlo todo integrado y a un click de ti
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Central Services
Es el equipo que hace de rótula coordinando a todos los departamentos internos, velando por el cumplimiento normativo y legal de nuestras obligaciones, además de tener la función de RRHH y financiera en el grupo
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Technology and data
Contamos con un equipo puntero que engloba equipo de desarrollo para nuestras plataformas propias y también equipo de datos. Juntos nos ayudan a trabajar con toda la información para tomar mejores decisiones
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