Wealth ManagementWHAT WE DO
Arbitral serves high-net-worth individuals and families providing a truly independent and tailor-made wealth management service. Our focus is to preserve and increase our client’s wealth and legacy in the long-term.
Family office: Strategic and financial advice to families regarding all that relates to their wealth.
Investment Management & Advisory: Custom-built investment portfolios via discretionary, non-discretionary, separately managed accounts, or acting as an investment advisor.
Succession planning: Coordination and implementation of tax and succession planning strategies with the support of specialized professionals.
Consolidation: Consolidation of all clients' investments in a single report, creating a strategic and analytical view of their wealth, including risk and return dynamics.
Client Centric: Arbitral is a truly independent institution working for the client's best interest.
Tailor-made: Our team does not provide a specific set of solutions to attend a certain client profile. Instead, our strategies are built specifically for each family, adapting to their objectives, needs and lifestyle.
Relationships: Our business is focused on building honest, solid and lasting relationships with our clients, focusing time and effort to perpetuate their legacy and wealth.
Confidentiality: Arbitral adheres to the strictest confidentiality practices.
Team: Our partnership has been intact since 1992 with the founding partners still active day-to-day. Our investment team has navigated through multiple economic and market cycles, having previously worked in major financial institutions, investment funds and operating companies.
Alignment of interests: Arbitral's partners invest a significant portion of their wealth alongside clients.
Economies of Scale: Given our size and relationships, Arbitral has strong bargaining power with banks and financial products providers.
Exclusivity: Due to the limited number of clients, we offer a high-touch service.
Communication: We are in constant communication with our clients offering them solutions and investment opportunities as their lives and the market environment change.