We monitor investments under management mandates or advisory contracts by means of our financial analysis department and internal control systems that permanently ensure that such investments fit the risk profile defined by the given mandates.
We closely monitor the legal and tax regulations at the international level to optimise profits and provide the client with the most efficient tax solution.
We are a financial investment entity under Andorran law with universal scope and free of any connections that may condition our management policy, or our choice of products, banks or jurisdictions. Our strategy and decision-making have only one beneficiary: the client.
We have easy access to different jurisdictions, Andorran financial entities and major international banks.
Our cost control allows clients to enjoy better conditions globally while avoiding the duplication of expenses and optimising the performance of their portfolio.
We carry out a comprehensive and detailed initial study of the client’s portfolio and asset allocation to establish a relationship framework and aggregate monitoring of their financial assets.
In a constant search for efficiency, profitability and investment control, we establish a direct relationship with the depository institutions in accordance with the capital structure of our clients. This allows for the constant monitoring of the various strategies defined between the client and Universal Gestió.
We perform daily reconciliation of movements corresponding to the execution of orders and monthly reconciliation of positions with the depository institutions. This allows our clients to have an overview of all their financial assets.
We perform active, independent and high added value asset management on the basis of the management mandate that best matches our client’s expectations by choosing transparent, easy to understand and liquid financial products that meet our performance expectations.
We want to have a profound understanding of what the client expects from our management, their risk tolerance, performance expectations and the level of information they wish to receive at all times.