Value added
A global approach to your assets

While management of the portfolio constitutes the core of CEFISA’s activity, the company also offers a broad spectrum of complementary services that are vital for a global approach to your general assets, either directly, or via carefully selected independent experts and its network of depository banks.

Just as this is the case as regards asset and liability management, so CEFISA relies on the principle of an open architecture which guarantees its clients, whatever issues may arise, access to the best available specialists (lawyers, fiscal experts, fiduciaries etc).

CEFISA is therefore best placed to efficiently advise and guide its clients with respect to inheritances, acquisitions, delocalization, choice of banking services or consolidation of portfolios.