DIVAS Wealth Management
Where your goals meet institutional precision and human approach
Wealth is more than assets. It reflects values, decisions and future intentions. We accompany you with institutional discipline, delivering work that is aligned with what matters most to you.
Wealth Growth
Strategic asset allocation and disciplined investment management
Client Alignment
Deep understanding of your goals and values and position your investment strategy accordingly
Fairness & Integrity
Independent portfolio management, free from product quotas or sales pressure.
Approach
Our mutual journey starts with your goals and delivers disciplined, independent wealth management tailored to you.
Understanding Your Goals
We listen first. We clarify what you want to achieve or preserve, so decisions begin with intention and clear targets.
Disciplined Wealth Management
We construct your personal investment strategy based on your target returns and apply an institutional investment process with a team of different experts to perform across different market cycles.
Consequent Alignment with Your Interests
We follow a best-in-class, cost-efficient instrument selection and are free from product quotas or sales pressure.
Institutional Expertise. Boutique Touch.
Investment Expertise
- Independent research and opportunity evaluation
- Disciplined asset allocation to navigate comfortably through market cycles
- Proprietary screening and risk management frameworks
- Transparent communication and reporting
Boutique Attention
- Constructing a portfolio based on your risk appetite and return goals
- Senior professionals directly accessible
- Cost-efficient portfolio management
- Personal and tailored reporting and ongoing market updates
Our capabilities
Besides our independent wealth management services, and through our trusted partners, we offer the following expertise:
Strategic Wealth Advisory
We provide independent advice that aligns your capital with your goals and values and develop ownership structures to safeguard your assets.
Wealth and Scenario Analyses
We conduct comprehensive wealth and scenario analyses across multiple entities in order to identify the risks and enhance efficiency.
Liquidity Planning
Liquidity management is a key pillar of our tailored investment strategy, accounting for future wealth movements covering from PE investments through taxes and lifestyle needs.
Succession Planning
Set out a practical plan for how wealth will pass to the next generation.
Generational Partnership
We aim to partner alongside generations of our clients, offering our financial skills and tools to become responsible stewards of wealth.
Coordination with Legal, Tax & Fiduciary Experts
Align all your legal, tax and fiduciary requests through the guidance of our partners.
Whom We Serve
- Individuals with Sophisticated Wealth
- Families Planning Across Generations
- Entrepreneurs & Founders
- Clients Seeking Independence & Depth
Next Steps
- Schedule an introductory call
- Personal discovery & information meeting
- Receive a tailored investment proposal