Founded in 2010, we are the first independent financial advisory firm in Andorra,
authorised and supervised by the Andorran Financial Authority (AFA)
Register number ASF-01/10
Being at Client’s side, as well as on Client’s side
Understanding investments, as well as understanding investors
Investing for value, as well as with Values
Having firm principles, as well as adapting to changes
Integrating technological innovation, as well as best practices
We have no stockholding link with any other financial institution
100% of stocks are owned by members of Alfaquest Saboya Assessors team
We don’t get any retrocession of fees from any entity or product
The Client chooses the depositary banks or entities as well as trading execution entities to work with
We don’t have proprietary products : we look for the best option in the market
Ethical code is inspired by CFA Institute principles
Investing in firms who adapt to environmental, social and governance sustainability factors (ESG) should lead to a better return adjusted to risk, while aligning with Client’s Values
We integrate ESG factors along all advisory steps : definition of the investment’s profile, elaboration of analysis and recommendations
We are the 1st financial advisory firm in Andorra signatory of Principles for Responsible Investment (PRI)
We are the 1st financial advisory firm in Andorra signatory of the Global Investors Declaration to the Governments for the Climate Crisis
Each Client is unique and requires specific solutions to meet its objectives and needs
Each Client has a dedicated personal advisor
Each advisor is dedicated to a limited number of Clients, and has a “back-up”
Clients will find a fluent communication in catalan, french, spanish and english
We conduct an initial diagnosis for any new Client, free of charge and with no engagement
Investing is a complex issue, but implementing innovation and best practices should allow us to make things easier for our Clients
Concerning technology, we invest with reference partners:
Concerning best practices, we are members of Fecif, European Federation of Financial Advisors and Intermediaries
Licence of Economics by the University of Toulouse
CEFA
More than 30 years of experience
Degree in Economics by the University of Perpignan
CEFA
More than 25 years of experience
Degree in Business & Economics by the University of Barcelona
CFA & CEFA
More than 25 years of experience
Degree in Business Management by ESADE of Barcelona
CEFA & CIIA
More than 18 years of experience
We provide 3 basic services based on transparent and competitive fees
We always look for the optimal solution optimale in terms of cost
We control the correct application of fees according to negotiated tariffs with depositary entities
* We are not fond of “performance fees”: we consider that investments should be based on the Client’s profile and all the gains should be for the Client
Prat de la Creu St., 8,
4th Floor, Office 403
AD500 Andorra la Vella
Tel. (+376) 828228 (+376) 828228
