Wealth Management
Asset Management
Investment Structure Design
Advisory Services for Family Businesses

Tailored Approach

Our Investment Philosophy

We build lasting partnerships with our clients, acting as their OCIO (Outsourced Chief Investment Officer) and providing strategic investment advice to help them reach their objectives.

A effective investment policy begins with a deep understanding of each client’s unique financial reality and the goals of individuals and institutions who entrust us with their assets.

What Sets Us Apart

  • Transparency and Simplicity

  • Independent and Conflict-Free

  • Tax Efficiency

  • Tailored Planning

  • Strategic Selection

+20 Years of expertise

Our
Services

We help investors, institutions, and companies make financial decisions with freedom, clarity, and confidence, aligning their wealth management with their strategic objectives.

Wealth
Management

  • Tailored structuring of liquid and alternative investment portfolios.
  • Privileged access to exclusive investment opportunities.

Asset
Management

  • International investment fund distribution (Q1).
  • Development and structuring of investment funds and vehicles.

Customized Investment Structure Design

  • Design and implementation of onshore and offshore corporate structures.
  • Structuring tailored investment vehicles for asset management and growth.
  • Advisory for family-owned businesses, including succession and inheritance planning.

Consulting for Family Business Governance and Continuity

  • Governance structures for both corporate and family systems
  • Comprehensive succession planning and transition processes

Innovation – Technology – Strategic Vision

Nautic Invest

In Nautic Invest, we provide independent and strategic advice on asset management, with a buy-side approach aligned exclusively with our clients interests.

Get in Touch

[email protected]