Services for Institutions
and Family Office
What is the Institutions and Family Office Service?
Pinvest supports institutions and family office in managing their assets with an independent, rigorous, and transparent approach. It helps make better-informed decisions by aligning financial strategy with the objectives and constraints of each organization. Its work provides order, judgment, and long-term vision to protect capital and optimize management.
Main Functions of Pinvest
- Prepare reports with macroeconomic analysis and market outlooks, designed to support strategic decision-making.
- Actively participate in investment committees as external advisors, contributing technical judgment, analytical discipline, and long-term vision.
- Support liquidity and portfolio management over short, medium, and long terms, with personalized proposals that prioritize capital preservation and operational efficiency.
- Assist in the design, review, and updating of investment policy statements, ensuring alignment with the objectives and constraints of each organization.
- Facilitate access to top-tier custodians, with platforms recognized for their solidity, traceability, and institutional security standards.