Financial advisory and investment management entities

At Afi, we support investment fund managers and financial advisory firms in their decision-making, providing a comprehensive vision that combines economic, financial, regulatory and technological knowledge. Our teams advise on portfolio design and asset allocation decisions, supported by our macroeconomic and market analysis capabilities. We offer digital solutions for portfolio aggregation and financial planning, along with specialised services in regulatory compliance and risk control. We advise on the definition of methodologies for integrating ESG criteria and on the development of sustainable investment strategies. Thanks to our experience in all these areas, we also develop strategic consulting projects for these types of entities.