We present a differentiated concept in asset management: focus on the customer, not the product. We value human capital by focusing on long-term relationships. For G5 Partners, the important thing is to be with our customers at all stages of their lives.
We invest in technology and professionals specialized in asset management and risk management, bringing to our customers the latest in portfolio management.
--- Our differential ---
• Sophistication
G5 Partners professionals have vast experience in global markets, being able to analyze any asset and structure optimal solutions for its customers.
• Open Architecture Model
Increases investment possibilities and offers the best products on the market.
• "One-Stop-Shop"
Advice for liquid and illiquid assets. Our customers benefit from the network of contacts and opportunities related to other areas of the company.
• Legal Support
Assistance in matters of succession and fiscal planning.
• Administration fee
Transparently, the customer knows exactly how much they pay for their services.
• Consolidation of portfolios
The consolidation of assets held in different institutions is essential for the customer to have a clear and objective view of their investments. We offer our customers a comprehensive report covering asset allocation, performance, and thorough monitoring of risk, costs and transactions.