Services

Our clients open an account in their name or in the name of their company, in one of the best counterparties (banks/investment platforms) and Bendio manages their investments under aLimited Power of Attorney, without maintaining any type of relationship with the counterparties that generates incentives other than keeping their account growing.

By avoiding a direct or dependent relationship with the counterparties, Bendio offers a conflict-of-interest free management as there is no incentive to offer products structured by the banks or to make numerous transactions with the aim of charging transactional fees.

Because our clients are our main asset, we do not spare any effort inproviding a personalized attention and customer service, familiarizing ourselves with their medium- and long-term objectives, explaining in detail our investment processes, and being at their disposal at all times.

We seek long-term relationships that will transcend generations, which is why we go even further, taking an interest in your family group´s financial education; we offer alternative solutions that optimize your resources; and we are always willing to listen and guide you in your financial needs. In this sense, we offer personal, boutique-like treatment, in the best style of traditional private banking.

Historically, financial markets have generated positive returns for investors, exceeding 80% probability over a time horizon of more than 3 years. There are, however, no returns without risk, so consistency in the business is based on surviving periods of poor market performance. We therefore implement an early warning system that allows us to limit potential losses.

We focus on structuring a diverse portfolio across all assets classes, including private alternatives, giving preference to assets that are market-leading in terms of risk-return, for consistent, long-term results.

The work is to minimize the losses with a strict and automated risk management– the market takes care of the rest.

Beyond providing independent management, it is our core belief at Bendio that we can only keep our incentives aligned with yours if we do what we say. That’s why at Bendio, we offer the possibility of investing the way we do.

Our policy has led us to have efficient management and to provide greater transparency.

Similarly, seeking efficiency and automated risk management, we have invested part of our assets in an in-house developed quantitative strategy system, combining our experience and the most advanced technological tools.

We provide support to family groups, entrepreneurs, and individuals with integral solutions to preserve their capital for their next generations, thus achieving their vision and long-term objectives in a rapidly evolving and ever-changing environment.

Wealth management, creation of trusts and escrows, tax advice and philanthropic management, including the personal aspects of the family, are some of the services we offer to ensure the continuity of your wealth.