ENTITIES

  • MANAGEMENT COMPANIES
  • SECURITIES COMPANIES AND AGENCIES
  • FAMILY OFFICE
  • FUND MANAGERS
  • BROKERS
  • BANKING INSTITUTIONS
  • DEPOSITARIES AND CUSTODIANS
  • FINANCIAL ADVISORS
  • MUTUALITIES
  • STOCK MARKETS AND SMN
  • REGULATORS

ACTIVITY

ASSETS / MANAGEMENT

  • CONSULTING
  • DISCRETIONARY PORTFOLIO MANAGEMENT
  • MANAGEMENT OF IIC, FP, FPE, EPSV, ECR PORTFOLIOS
  • ADMINISTRATION OF IIC, FP, FPE, EPSV, ECR
  • MARKETING OF THIRD-PARTY FUND SHARES

TREASURY / BROKERAGE

  • PLACEMENT AND UNDERWRITING OF ISSUES
  • OWN ACCOUNT
  • MANAGEMENT OF MNHS
  • PUBLIC DEBT MANAGER
  • INTERMEDIATION

VALUES / SUPERVISION

  • CUSTODY AND ADMINISTRATION OF SECURITIES
  • DEPOSITORY OF COLLECTIVE INVESTMENT SCHEMES