The core activity of 1788 Capital is investment management services for entrepreneurs and international families, including wealth management, identifying investment opportunities, risk management, and consulting in the areas of law, taxes, and finance, with a focus on sustainable investments and positive impacts on society and the environment.
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Industry:External Asset Management
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Discretionary portfolio management and investment advisory, with strategic asset allocation, supervision of asset managers, and recommendations for public and private investments.
Active investment advisory
Active advisory with strategic asset allocation, supervision of asset managers, and recommendations for public and private investments, tailored to the client’s objectives and risk profile.
Tailor-made discretionary portfolios
Custom discretionary portfolios for each client, built with direct investments in equities and bonds, non-correlated strategies and optional hedges according to the risk objective.
Impact and ESG investing
Selection and monitoring of public and private investment opportunities, taking into account social, environmental and sustainability impacts, with a focus on targeted sectors.
International wealth management
Advisory for international entrepreneurs and families with multinational expertise, a network of specialised partners, and consideration of legal, tax and structuring needs.
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