Advisory accounts are accounts in which Triana Capital Partners can place orders that have been given by clients. Clients with advisory accounts make the investment final decisions for themselves. Triana Capital Partners has a limited management power upon the account, being able to place orders, but no to transfer money or securities out from said account.
The role of Triana Capital Partners upon the advisory account is:
- Give investment advice to clients on a regular basis
- Support clients in the pre-selection of possible investments
- Share points of view on the current market evolution with clients
Clients who have advisory accounts with Triana Capital Partners are investors who follow financial markets and/or finance professionals, who are interested in benefiting from the deep market knowledge of Triana Capital Partners and its counterparties, but who wish to control the investment decision.