Our role is to provide a comprehensive service of excellence to Ultra High Net Worth Individuals and Family Offices.
We have the ability to provide each client with a wide variety of alternatives that translate into balanced investment portfolios, diversification in the management of their wealth, succession structures and centralized management in a single interlocutor.
In order for our executives to be able to offer investment possibilities and recommendations, we have a wide range of products and services:
In addition to the multiple analysts of the different banks and investment funds, we also have independent analysts who support us with daily, weekly and monthly reports, providing us with an impartial viewpoint of the economic, financial and geopolitical variables.
Investment Funds and Tailored Structured Notes
We have agreements with first class institutions for the creation, administration and distribution of mutual funds tailored to each executive.
Managing options is essential to maximize investments, that is why at BP ALPHA we have access to more than 30 families of Mutual Funds and Hedge Funds. In addition, we have an agreement with AllFunds that allows us to access an endless number of other funds.
Institutional Fixed Income
We trade with more than 60 leading institutions. BP Alpha does not take proprietary positions on its books.
We have several international law firms to meet any succession and tax needs in order to be able to satisfy our clients.