Advice and Financial Planning
"The first Independent Financial Advisory entity (EAF) in Spain"
"* Source: 2019 Audits published in CNMV."
Family
Office
At DiverInvest we provide advice on family wealth using a 360-degree approach in order to grow your wealth from generation to generation from a global and independent perspective.
FOUNDATIONS AND
INSTITUTIONS
At DiverInvest we have a profound knowledge of this group and adapt to each Foundation/Institute, respecting their codes of ethics and investing under the concept of Endowment.
FINANCIAL ADVISORY
SERVICES
At DiverInvest we provide custom advisory and asset monitoring services based on the investment profile, needs, objectives and time frames defined by our customers.
TAX
ADVICE
At DiverInvest we advise our clients about the taxation of the financial products that we offer and we analyze their wealth situation with the aim of identifying their possible needs in order to be able to offer proposals for tax improvement.
REAL ESTATE
ADVISORY SERVICES
DiverInvest Partners was created for the purpose of meeting our customers’ real estate assessment needs, thereby supplementing the financial service offered by DiverInvest Asesoramiento EAFI S.L.U.
OUR PHILOSOPHY
Offer our customers comprehensive wealth advisory services, providing a customised solution adapted to the needs and objectives of each customer.
More than
LAST NEWS
27/09/2017 – Funds Society – Catalonia: what to expect from the 1-O and its impact on the markets
Read article: http://www.fundssociety.com/es/noticias/mercados/cataluna-que-esperar-del-1-o-y-su-impacto-en-los-mercados
13/04/2017 Xavier Fonollosa at Estrategias Inversión TV
Watch video: https://www.estrategiasdeinversion.com/analisis/bolsa-y-mercados/el-experto-opina/las-bolsas-estan-demasiado-complacientes-en-algun-n-360491
19/12/2016 – Javier Gazulla participates on the Academic Excellence Program of UIC Barcelona
Last Thursday was the presentation of the different projects that the students from UIC developed during these last three months. Javier Gazulla , participated in
15/12/2016 – “Keys to strengthening trust with the client” – Ignasi Jausas
Ignasi Jausàs, participates in Citywire magazine to talk about the keys to building trust with the client. To read the article, click on the following
11/11/2016 – Javier Gazulla talks about value management at Inversión & Finanzas
Javier Gazulla, gives his opinion on Value Management in the magazine Inversión & Finanzas. It states that a value manager has to be an individual
27/10/2016 – Workshop of institutions: How to build my Endowment?
The term Endowment have a long tradition in the Anglo-Saxon world, especially in the field of universities. They are born to channel and regulate an economic donation
DAVID’S LETTERS
27/09/2017 – Funds Society – Catalonia: what to expect from the 1-O and its impact on the markets
Read article: http://www.fundssociety.com/es/noticias/mercados/cataluna-que-esperar-del-1-o-y-su-impacto-en-los-mercados
13/04/2017 Xavier Fonollosa at Estrategias Inversión TV
Watch video: https://www.estrategiasdeinversion.com/analisis/bolsa-y-mercados/el-experto-opina/las-bolsas-estan-demasiado-complacientes-en-algun-n-360491
19/12/2016 – Javier Gazulla participates on the Academic Excellence Program of UIC Barcelona
Last Thursday was the presentation of the different projects that the students from UIC developed during these last
