MANAGED ACCOUNTS

Managed accounts are accounts where Triana Capital Partners can manage assets, at its own discretion, according to the previously agreed risk profile. Clients with managed accounts delegate daily investment decisions to Triana Capital Partners. Triana Capital Partners has a limited management power upon the account, which enables it to manage assets, but not to transfer money or securities out from said account.

After a deep analysis of the financial situation of our clients, which includes an evaluation of the risk profile and of personal circumstances, Triana Capital Partners establishes an individually structured investment portfolio, coherent with the client’s expected return and risk tolerance.

Generally, clients with managed accounts at Triana Capital Partners are families who do not want to get involved in the daily process of investment decisions and who believe in the risk-adjusted long term return we have been able to obtain.

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