Investment Talks
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Wealth Advisory

More demanding investment decisions require
specialist advisory

Our Wealth Advisory area was designed for investors who seek more than tools — they seek strategic guidance, continuous advisory and well-founded decisions.

We combine advanced analysis, market experience and a personalised approach to support the construction, protection and growth of your financial wealth.

Wealth Advisor Program Learn More
Portfolio Advisory

Personalised advisory for building and managing global portfolios

A dedicated approach for investors who demand more than data — they demand strategy, proximity and decisions grounded in real market context.

  • Strategic asset selection (equities, ETFs and other international instruments)
  • Allocation optimisation according to your profile and goals
  • Tactical adjustments based on market conditions
  • Continuous advisory and strategy review
Global Portfolios
We build multi-asset portfolios with international exposure — balancing return, risk and liquidity, adapted to your reality.
Equities ETFs Bonds Commodities Real Estate
+2.4×
average return vs no strategy
100%
personalised to your profile
Risk Management
We monitor portfolio exposure and implement hedging strategies to protect your wealth during critical market moments.
  • Volatility and correction analysis
  • Coverage strategies (hedge)
  • Defensive asset diversification
  • Alert and rapid response to market events
Hedge & Risk Management

Advisory on hedging strategies and portfolio risk management

A dedicated programme for investors who value proximity, consistency and specialist advisory.

  • Personalised advisory by specialists
  • Periodic portfolio and strategy reviews
  • Recommendations adjusted to your financial context
  • Support for decision-making during critical market moments
Advisory Programme
Wealth Advisor Program
What is the Programme?

Personalised advisory,
from theory to practice.

It is a personalised advisory programme, lasting between 4 and 6 months, guiding the investor from the initial diagnosis through to the implementation and continuous management of a solid investment portfolio, fully aligned with their profile, goals and risk tolerance.

  • Initial diagnosis of risk profile and goals
  • Personalised strategic asset allocation
  • Portfolio implementation on national and international markets
  • Continuous advisory, validation and rebalancing
  • Results assessment and definition of next steps
4–6
months of personalised advisory
from diagnosis to performance
Who Is It For?

This programme is for you
if you identify with any of these profiles:

You are a beginner investor and want to start investing with guidance and confidence.
You are an intermediate investor and want to improve or restructure your portfolio.
You are an advanced investor seeking a more refined and consistent strategy.
You want to invest without fear, with method and clarity in every decision.
You want a portfolio built and aligned with your profile, goals and risk tolerance.
The Process

5 phases. A complete journey
results-oriented.

A practical and structured experience to build and manage a solid, personalised portfolio with exposure to the main international markets.

01
Goal: Understand who the investor is
Initial Diagnosis
Risk profile assessment, definition of financial goals and analysis of the investor's current situation.
  • Risk profile assessment
  • Definition of financial goals
  • Analysis of the investor's current situation
02
Goal: Create a tailor-made, data-driven strategy
Strategic Asset Allocation
Market analysis and opportunity identification for building the multi-asset portfolio, ensuring diversification and risk management.
  • Market analysis and opportunity identification
  • Definition of the recommended strategy
  • Portfolio construction (multi-asset)
  • Diversification and risk management
03
Goal: Build the portfolio in practice
Portfolio Implementation
Support in exchange execution (national and international) and guidance in selecting financial instruments.
  • Support in exchange execution
  • Instrument selection (equities, ETFs, etc.)
04
Goal: Ensure the portfolio evolves as planned
Advisory and Validation
Continuous monitoring with adjustments and rebalancing, validating all decisions based on data and analysis.
  • Continuous portfolio monitoring
  • Adjustments and rebalancing
  • Data-driven decision validation
05
Goal: Measure results and prepare the next 6–12 months
Results Assessment and Adjustments
Performance assessment vs. defined goals, analysis of the investor's progress and definition of next steps.
  • Performance assessment vs. goals
  • Analysis of the investor's progress
  • Definition of next steps (6–12 months)
What Do You Gain With the Programme?

Clarity, strategy
and autonomy in the process.

  • Clarity on how to invest safely.
  • Professional strategy adapted to your profile.
  • Portfolio built side by side with a specialist.
  • Continuous advisory to maintain performance.
  • Autonomy, knowledge and confidence in the investment process.
4–6
months of advisory

Personalised advisory, from the diagnosis phase through to the implementation and continuous management of a portfolio aligned with your profile, goals and risk tolerance.

Next Step

Take the next step
in your journey.

Website
www.investmenttalks.pt
E-mail
contact@investmenttalks.pt
WhatsApp
+351 923 348 432