How we do it

The Larch way of doing things is unique. We work in line with your interests, with a global perspective of your wealth.

Our approach is attentive and detail-oriented. Once we understand your wishes and your dreams, we propose the most adequate solutions. To do so, we study the characteristics of each family and its members, so we can put together a detailed plan with ideal strategies and portfolios. The goal is to take you where you want to be: in a calm and solid future. 

What Differentiates Us

Proactivity

We are restless in our search for solutions
and act proactively to deliver responsible
advice to you.

Innovation

We always seek to be up-to-date and we use new technologies to facilitate our work, which is to preserve your legacy and expand your achievements.

Exclusivity

We believe in presence and proximity in relationships. Our relationship with each client is unique, close and constant.

Intelligence

We use our expertise, based on  120 years of experience working in international markets, to offer you the best solutions available in the market.

Work Methodology

We understand your wishes and study the best options for your future. By evaluating and planning every detail, we always have a strategic point-of-view.

 

Investment Plan

  • Preparation of a specific investment plan for the client;

  • Allocation by asset classes;

  • Selection of assets: funds and other financial instruments.

Evaluation

  • Understanding of the wealth structure, including liquid and illiquid assets;

  • Definition of financial needs and objectives;

  • Evaluation of the risk/return profile;

  • Analysis of the current investment portfolio.

 

Implementation

  • Approval of the investment plan;

  • Establishment of processes and negotiation of costs with custodians;

  • Preparation of the necessary documentation;

  • Execution and control of transactions.

Monitoring and Adjustment

  • Periodic follow-up conversations;

  • Preparation of detailed reports of the entire portfolio;

  • Consolidation of positions from the various custodians into a single report;

  • Risk assessment and control;

  • Rebalancing of the portfolio, when necessary;

  • Complete annual review.