MinvestGrup

Menu
Menu

Financial advice for Individuals and Families

clarity, structure and long-term vision

Contact us
asesoramiento personalizado

Personalized Financial Advice

Managing family wealth means making decisions that affect well-being today and shape legacy tomorrow. These decisions go beyond investments: they shape lives, generations and long-term outcomes. That’s why wealth planning requires more than products — it demands clarity, structure and expert strategic guidance.

At Minvestgrup, we view wealth advisory as a long-term relationship. We help individuals and families build, protect and transfer their wealth through a combination of rigorous financial strategy, expert insight and personalised service.

The advisor will help you to:

Design and monitoring of multi-asset portfolios, balancing diversification, efficiency and fiscal optimisation.

Direct investment access to fixed income and equities, backed by thorough fundamental analysis.

Specialised and thematic portfolios, aligned with long-term trends, strategic sectors or family values.

Proactive portfolio rebalancing, based on changes in risk profile, market context or personal goals.

Advice on asset management: wealth with meaning

Every financial decision has a human side. That’s why we align financial analysis with your broader vision — whether it’s protection, legacy, autonomy or sustainability. Strategy makes sense when it reflects your reality.

We use advanced technology — AI, modelling tools and data analysis — to enhance decision-making, while preserving the core: human judgement and trust-based relationships.

The advisor will help you to:

Optimizing Family Assets

Tax and Succession Planning

Portfolios tailored to family goals

Ensuring the stability and growth of the Assets over time

assesoramiento para familias

Technology and Artificial Intelligence at the Service of Investment

We leverage advanced technology and AI-driven market analysis to identify patterns, opportunities, and risks that traditional methods often miss.

This innovation allows us to deliver more accurate, efficient advisory solutions giving our clients a real competitive edge in their investment decisions.

By combining deep market expertise, access to top-tier financial products, and cutting-edge technology, we provide a first-class wealth advisory and portfolio management service.

We partner closely with our clients to ensure every decision is made with confidence, backed by a team fully dedicated to protecting and growing their wealth.

Thinking about Retirement

Retirement today bears little resemblance to that of past generations. With longer lifespans, evolving lifestyles, and a growing number of individuals choosing to remain professionally active or pursue high-end leisure, retirement has become a sophisticated, long-term phase that requires strategic planning.

Living longer also means facing rising costs — which demands not just savings, but a well-designed portfolio capable of sustaining wealth for decades.

MinvestGrup provides the expertise, global resources, and private advisory solutions needed to secure and elevate your financial future with confidence.

The advisor will help you to:

Consider the life you want to live
Quality medical care
Prioritize needs

Preserve your savings

Minvest Grup
Powered by  GDPR Cookie Compliance
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.