«Long-term planning is not about
future decisions, but about the
future of present decisions»
-P. Drucker
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Initial review with the client Client background
Understanding the needs and goals of the client (liquidity, personal preferences, etc.)
Unique wealth,
management service
We create and define a plan for you, based solely on your objetives, taking into account your expenses, fiscal strategy, generational planning, specific priorities and more. We will work with you to manage and coordinate your overall wealth in a holistic way, helping you make better investment decisions in the short-medium-and long term.
Wealth Management 360
Holistic Asset Allocation
Research and Market Analysis
Risk Management
Fiduciary-Legal-& Tax Collaboration
Alternative Investments
Consolidated Reporting
Tax-Efficient strategies
Valuation of Private Companies
We're not your typical financial advisor,
we work for you not for a financial institution.
We want to change the way individuals are served. We’re focused on just one outcome, your success.
Your legacy is unique, which is why we focus on creating comprehensive, tailored portfolios for each of our clients. A custom portfolio designed to meet your goals, managed tax efficiently and with low cost investment options so you keep more of your return.
We know that you are surely quite busy with the day to day running of your business. Let our dedicated team handle the additional hassle of maintaining your investment portfolio for you, based on your priorities, timeline and expectations.
How else is Nuclo different?
A
We work with multiple custodians and financial institutions globally.
D
Access to a wide range of products and opportunities from multiple financial institutions and managers.
B
We recommend the best products on the market with an open architecture.
E
Cost reduction: We negotiate commissions to achieve rates below the market average.
C
100% personalized investment advice; we work for you, not for a bank.
Our process
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2
Information exchange Total net worth (holistic view of assets and liabilities)
Analizing the composition of the client’s net worth on a holistic basis (including all liquid and illiquid assets) in order to fully understand current portfolio risk exposures.
3
Asset Allocation Design
Client approach
Through the presentation of vairous risk-return profiles, we help our clients to decide with which level of risk they feel comfortable and which restrictions must be included.
4
Risk-Return Profile Definition
Mandate Design
Investment goals and objectives; legal and regulatory issues, fiscal restrictions, liquidity and personal preferences.
5
Optimization, Strategic Asset Allocation and Investment Policy Statement (IPS)
Development
Asset Allocation Final Process and Investment Policy Statement (IPS).
6
Implementation
Open Architecture
Implementing the Strategic Asset Allocation (SAA) in the most efficent manner, we select the best products and strategies available for each client.
7
Monitoring
Portfolio review
Continuous portfolio monitoring with careful risk management
We do NOT act as asset custodians, but work under the current entities, structures and custody of each client. Clients remain with their existing custodian, which ensures transparency and security. Nuclo helps to define the risk-return profile for the client, and advises on investment strategy.