Our Services

Activest offers Investment, Wealth Management, and Family Office services dedicated to assisting each client in defining and attaining their financial objectives. Our team comprises highly qualified professionals proficient in all financial domains, ensuring we tailor the best solution to meet your specific needs.

Investments

We offer a variety of investment options adapted to the specific goals of each client:

  • Multi-asset classes worldwide
  • Fixed income
  • Derivatives
  • Commodities
  • Mutual funds
  • Hedge funds
  • Private equity
  • Real estate
  • Venture capital
  • Private loans

Global multi-asset management

The flexibility of having access to investments across the major asset classes worldwide.

Due diligence

We carefully analyze and assess the securities we recommend to you.

Research

We have access to leading industry analysts and research platforms.

Risk control

We evaluate potential risk factors for all investments in the portfolio.

Corporate Actions

We analyze and provide recommendations for every corporate event that requires a response.

Portfolio Analysis and Investment Proposals

We analyze investment portfolios and provide recommendations aligned with the client’s objectives and risk profile.

Investments

We offer access to all major asset classes within the public and private markets.

Planning

We evaluate our clients current situation and create a plan tied to future needs to achieve the desired objectives.

Succession and Estate Planning

We develop strategies that enable the efficient and responsible transfer of wealth for future generations.

Philanthropy and Impact Investing

We help clients align their investment objectives with their philanthropic values.

Tax planning

We develop strategies to reduce the tax liability and, in turn, maximize the contribution to the pension.

Financing

We help clients find the best financing solutions according to their needs.

Wealth Management

Our wealth management service is dedicated to meeting the needs of our clients and their families in a comprehensive and efficient manner, considering all aspects of investment and financial planning. We are committed to understanding all of our clients’ current and potential scenarios, thereby creating a comprehensive investor profile that acts as the foundation of our relationship and guides financial planning.

Family Office

Our Family Office service is focused on high-net-worth families with the aim of managing their complex finances in a simple and efficient manner.

Through research, technology, and a team of expert professionals, we not only understand your family’s goals and challenges, but also take charge, orchestrating all the necessary elements to turn them into reality.

Wealth Management

We conduct a thorough analysis of each client’s financial objectives, creating an investor profile to effectively manage their wealth.

Consolidation and Reconciliation of Portfolio Performance

We consolidate accounts in which we manage from various financial institutions, helping to ensure that the total portfolio is aligned with the client’s financial goals.

Family Business and Strategic Planning

We advise families and their businesses at all stages of their development.

Investment Manager Analysis

We track the performance of investment accounts managed by external managers.

Reduction of costs with suppliers

Through our high volume of transactions, we have the ability to negotiate reduced rates for our clients.

Estate, Succession, and Tax Planning

We formulate a strategy enabling the efficient and responsible transfer of wealth to future generations while concurrently minimizing tax liabilities.

Activest Wealth Management does not provide legal or tax advice. Consult your CPA or other tax professional regarding your specific situation.

We strive to recommend high-quality products and services designed to responsibly maximize our clients’ wealth goals.