Company Tagline
Welcome AM surge como modelo de asesoramiento y gestión independiente, transparente, fiable y 100% enfocado al cliente.
Industry Category
Business Keywords
Company Description
Welcome AM is a leading financial services company committed to providing independent, transparent, and reliable wealth management solutions, always with a 100% client-focused approach. With a strong foundation built on decades of experience in the financial sector, Welcome AM offers a comprehensive suite of services tailored to meet the unique needs of each client.
At Welcome AM, flexibility, transparency, independence, and teamwork are the cornerstones of their service. Located at Paseo de la Castellana, 110 4º, Madrid, Comunidad de Madrid 28046, ES, Welcome AM collaborates with various entities and custodians to deliver global management and advisory services. Their independent and flexible approach allows them to welcome a broad spectrum of clients, products, platforms, and ideas, ensuring a comprehensive approach to product and wealth management.
Welcome AM specializes in financial planning, SICAVs, equities, fixed income, family business, alternative investments, sustainable investments, large estates, investment funds, tax planning, family office, and ESG. Welcome AM is dedicated to providing tailored solutions. We invite the manager of Welcome AM to create a customized and exclusive company showcase and product listing on our platform to further enhance their market presence.
Welcome AM es una empresa líder de servicios financieros comprometida a proporcionar soluciones de gestión patrimonial independientes, transparentes y confiables, siempre con un enfoque 100% centrado en el cliente. Con una sólida base construida sobre décadas de experiencia en el sector financiero, Welcome AM ofrece un conjunto integral de servicios diseñados para satisfacer las necesidades únicas de cada cliente.
En Welcome AM, la flexibilidad, la transparencia, la independencia y el trabajo en equipo son las piedras angulares de su servicio. Ubicada en Paseo de la Castellana, 110 4º, Madrid, Comunidad de Madrid 28046, ES, Welcome AM colabora con varias entidades y custodios para brindar servicios globales de gestión y asesoramiento. Su enfoque independiente y flexible les permite dar la bienvenida a un amplio espectro de clientes, productos, plataformas e ideas, asegurando un enfoque integral para la gestión de productos y patrimonio.
Welcome AM se especializa en planificación financiera, SICAV, renta variable, renta fija, empresa familiar, inversiones alternativas, inversiones sostenibles, grandes patrimonios, fondos de inversión, planificación fiscal, family office y ESG. Welcome AM se dedica a proporcionar soluciones a medida. Invitamos al gerente de Welcome AM a crear una presentación de empresa y un listado de productos personalizados y exclusivos en nuestra plataforma para mejorar aún más su presencia en el mercado.
Key Personnel / Employees
Compare Companies Side by Side
Compare Welcome AM with 3 companies in Financial-Services
| Comparison Field |
Welcome AMMain Company |
Southern TrustView Profile |
IMG Trust Company Li...View Profile |
Saffery TrustView Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2022 | ||
|
Company Size
|
— | 11-50 | 2-10 | 51-200 |
|
City
|
Madrid, Comunidad de Madrid | CABA, CABA | George Town, Grand Cayman | |
|
Country
|
Spain | Argentina | Cayman Islands | |
|
Skills & Keywords
Comparing with main company
|
23 Total Skills
Financial Planning
Wealth Management
Investment Funds
Asset Management
Private Banking
Financial Advisory
ESG Investing
Planificación FInanciera
Sicav
Renta Variable
Renta Fija
Empresa Familiar
Inversión Alternativa
Inversiones Sostenibles
Grandes Patrimonios
Independencia
Fondos de Inversión
Planificación Fiscal
Family Office
Transparencia
Client Focus
Gestión
ESG
|
5 Total
5 Unique
Unique Skills:
Administración de carteras
Agente Productor
Banca Privada
Derivados
Fondos Comunes de Inversión
|
8 Total
8 Unique
Unique Skills:
Contentious Trusts
Corporate Services
Luxury assets
Philanthropy
Protector & Enforcer services
Replacement trustee
+2
|
19 Total
19 Unique
Unique Skills:
Asset Protection
Cayman
Dubai
Family Governance
Fiduciary
Foundations
+13
|
4
Total Companies2022
Oldest Founded3
Countries52
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Alternative Company Names
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