Private Asset Management and Consultancy

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Riva y García-1877, S.V., S.A. manages private asset and securities portfolios for companies and individuals, as well as public and private institutions.

Riva y García-1877, S.V., S.A. has a human and technical team with extensive experience in asset management and administration.

Following an analysis of each client's particular situation, the Riva y García professional team will jointly define the management strategy which best fits the client's investment needs, evaluating the following aspects:

  • the need for access to the invested capital
  • the target investment period
  • the client's tax situation
  • their risk profile

Financial Consultancy Agreement: consultancy on the client's overall assets irrespective of where their investments are deposited.

The Riva y García management team is in constant contact with the best market analysts and has access to a great deal of information on the evolution of different markets, thereby ensuring that the decision-making process is as beneficial as possible for our clients.

The Riva y García Administration department provides the clients with information on a regular basis:

  1. Daily
    • Notification of all the transactions carried out (direct access through the RyG on-line service)
  2. Monthly or Quarterly
    • Summary of transactions
    • Portfolio valuation
  3. Annually
    • Tax information
    • Management summary