Financial advisory and investment management entities
Financial advisory and investment management entities
Afi's experience in economic analysis, financial market monitoring, and investment recommendations has enabled us to attract a large number of Spanish Investment Services Companies (ESI) as clients. In addition, institutional investors such as Collective Investment Institution Management Companies (SGIIC) have also contracted our advisory services. Likewise, several Collective Investment Institutions (IIC), whether investment funds (FI) or Open-Ended Investment Companies (SICAV), are advised by us.
Other financial investors such as insurance companies, venture capital funds (domestic and foreign), hedge funds, hedge funds, foundations, pension funds, mutual funds, and non-financial companies are also included in our extensive list of advised clients. In addition, private banking, personal, and wealth management networks of financial institutions rely on our advisory services.
At Afi, we support investment fund managers and financial advisory firms in their decision-making, providing a comprehensive vision that combines economic, financial, regulatory and technological knowledge. Our teams advise on portfolio design and asset allocation decisions, supported by our macroeconomic and market analysis capabilities. We offer digital solutions for portfolio aggregation and financial planning, along with specialised services in regulatory compliance and risk control. We advise on the definition of methodologies for integrating ESG criteria and on the development of sustainable investment strategies. Thanks to our experience in all these areas, we also develop strategic consulting projects for these types of entities.
