Asset Management Services in Majorca, Ibiza and Menorca

Experts in Asset Management

At Castell.law we manage wealth and assets based on principles such as knowledge, planning, organisation and integrated management. Our main mission is to optimize the performance of these assets and minimize their cost, as well as improve the service offered.

We are focused on optimizing daily operations and, above all, maximizing income and optimizing the property value. We ensure cost control, reduce risk and improve experiences that encourage the success of the investment.

Our Asset Management Services include the analysis of financial statements, the selection of assets and securities, the implementation plan in the securities portfolios and the permanent monitoring of investments.

Our Asset Services are based on these pillars:

• Planning: support in the design and implementation of investment structures and the design of business plans. 
• Management: Implementation of business plans, commercial exploitation and corporate management (accounting and tax).
• Disinvestment: Preparation of the dataroom, support in the negotiation of sale and execution of post-transaction conditions.

Our assets management process consists of:

1. Definition of the objectives together with the client. We discuss aspects such as the target return and the risk budget. Also, we set the investment horizon, liquidity and restrictions and identification of investment needs.
2. The proposal of several alternatives for the management of your assets.
3. The election of the best strategy that suits your profile, taking into account the personal and professional situation of our client, his values, tastes and tolerance for risk.
4. Investment according to the defined strategy, using sophisticated decision-making tools.
5. Monitoring of your portfolio, which includes comprehensive reports with transparent information and evaluation of investment management.