Case Study 3: Restructure Portfolios in Bad Shape

Initial situation: An entrepreneur with a medium risk profile loses almost 30% of his assets in six months. The client is not knowledgeable about financial markets, so accepts the proposals of his trusted counterparty. While the situation is worsening, the client does not receive support and follow-up on his current positions.

Challenge: How to retrieve lost assets and learn to take independent and successful financial decisions.

Our Solution: Help the client optimize the expenses charged by the counterparty, while educating the client to build its own macroeconomic vision and to know the different financial instruments available. Through weekly meetings, the portfolio enters a recovery process which leads to the client's financial development. In eighteen months, the client recovers all the loss and generates a profit of +18%.