One
Mission
One
Investment Solution
Your mission is unique. Your wealth management should be as well. Our mission: taking care of your mission as if it were ours.
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One Mission
Alveus
provides personalised top services to make sure that your investments are aligned with your founding mission.
Our goal: Overcoming the limitations of conventional financial advice
Conventional financial advice is generally an increasingly industrialized process. This industrialization is almost always accompanied by a certain or total dehumanization or, what amounts to the same thing, a distancing from reality and the needs of each individual. The process is usually always the same:
What does all of this have to do with our investors?
Very little
What are these objectives?
The answer is quite obvious, but seems to have been forgotten at some point. Every entity has a MISSION. When it comes to asset management, this must be oriented towards the achievement of this MISSION. The ultimate objective of management is not the maximization of profitability, but rather that the profitability obtained facilitates the fulfillment of the mission to the greatest extent possible.
Alveus Method as an alternative to standardization
Alveus Method
We want to raise awareness of the need for a radical change in the way financial advice has worked and continues to work today, so that it fulfills its true ultimate goal.
We propose a different approach, focused on transparency, objectivity, efficiency, ethics and, above all, respect for the mission and core values of each institution.
Hence our slogan:
“One Mission, One Investment Solution”
Management
Integral
It considers all the qualities that make you different: your vision, your ethical values, your wealth as a whole and your short, medium and long-term needs to ultimately achieve your mission.
Ethics
For the fulfillment of the company's mission, it is just as important to adequately manage its assets as it is to do this in accordance with ethical criteria in line with that mission. We analyze companies with a detailed methodology to determine their ethical requirements and their compliance needs.
Customized
Our service is personal and personalized, focused on what makes you unique: your mission. We put our experience of more than 30 years managing wealth for large financial institutions and high net worth individuals, as well as all our resources, at the service of your mission.
Transparent
We rely on our own technological platform to allow our clients to follow the evolution of their investments on a daily basis and to review elements of their portfolios such as:
- Consolidated profitability
- Detailed performance by portfolio
- Exposure to different types of assets
- Positions of each of the portfolios
Mission
What is your reason for being?
Promote the right of everyone, especially children and the young, to enjoy a full and dignified life with equal opportunities.
Tailor-made service in three steps
First, we try to Understand your Mission in depth, then we Try to Meet your needs along with the financial requirements that will make it possible, always respecting your ethical values in each of the investments. And finally, we Teach through specialized financial education that contributes to a better understanding of the results, terminology and products related to wealth management.
Advising and/or managing assets for a specific mission implies as a first step that the advisor knows and understands that mission perfectly. This has nothing to do with a risk profile. It is about understanding the individual, family or corporate objectives of each client, their raison d´être.
analysis of the mission's financial requirements
diagnostic report
Our customers have one thing in common:
A mission to fulfill
Our mission:
Taking care of your mission as if it were ours
As Bursar of a Religious Congregation
you have the responsibility to manage the wealth of the congregation in the best way to contribute to the founding Mission.
As financial director of a Mutuality Company
you have the responsibility to provide members and their families with solutions to meet all their pension, savings and investment needs.
As the head of the family state
you have the responsibility to protect and increase the family wealth for future generations.
As CFO of a private university or college
your fundamental task is to use monetary resources in the best possible way, detecting opportunities to generate savings and assessing investment or divestment options to ensure the financial health of the institution.
As the head of a foundation board of trustees
, you must manage the organization and use available resources appropriately to ensure the achievement of the mission for which the foundation was created.
And you,
do you have a mission?
do you have a mission?
“We build what we are: innovation, quality and trust”
What makes us different
A unique approach
An comprehensive investment method that addresses the needs of each client and their mission.
Our own equipment: ETS-Alveus
Alveus is backed by the strength and long experience of ETS Asset Management Factory, a family-owned company with 30 years of experience in providing financial advice, quantitative management and technology to institutions in Europe, Asia and Latin America. It is the leading Financial Advisory Firm (EAF) in Spain.
