Oldtown Enterprises is a leading wealth management bureau based in Madrid. Our experienced team of professionals provide innovative solutions, insightful advice and encompassing services to high net-worth individuals from around the world.
Today’s economic landscape is fluid and ambidextrous, with new trends appearing and disappearing from markets at lightning speed. Navigating through these tumultuous circumstances requires expert know-how and above the curve insight in order to gain an advantage and make profitable investments. We propel our clients to new heights by devising unrivaled strategies and constructing wealth plans that preserve their current assets as well as generate growth over entire investment portfolios.
We believe that success and social responsibility go hand in hand. For this reason, Oldtown Enterprises promotes various social initiatives and encourages our clients to make sustainable investments. In our eyes, an investment that is beneficial to a greater cause as well as to the investor is the best kind of investment. We have supported a number NGO’s and non-profit organizations and their blessed work to advocate human rights, environmental causes, domestic violence and other vital causes. We connect between investors and causes they believe in, finding them unique investment opportunities that can help those in need. We also donate a portion of our annual revenues towards various organizations to support the causes that are close to our hearts.
We offer a full suite of wealth planning services to our exclusive clients. We regard wealth management as a multi-faceted and dynamic endeavor, that requires constant attention and fine tuning. To this end, we devise comprehensive wealth planning strategies, always with a certain degree of flexibility, so that they can adapt to any potential changes that may occur in our client’s circumstances or shifts in the economy. We tailor our services to each client’s unique needs and circumstances, and map out their wealth preservation and growth trajectory so that they fulfill their short and long-term objectives. Our professional team of consultants possess exceptional technical expertise in international tax awareness, enabling them to provide unrivaled wealth planning services to each of our unique clients. We fully commit to each case we take on, and remain at hand to make any strategic adjustments or reassessments that may be necessary.
A substantial part of our wealth management services is devoted to investment management, a key capital appreciation strategy for our clients and their families. Many of our clients are already heavily invested in numerous industries and require specialists with exclusive industry know-how to manage their portfolio. Others wish to tap into new sectors and require assistance with market analysis and trend forecasting in order to make a wise and profitable investment. Whichever the case, our investment advisors start by assessing our clients’ current portfolio and risk profile. Next, by working closely with each client, our advisors gain a deep understanding of their investment objectives and personal affiliation to certain sectors of the market. From this point, every investment management route is unique, depending on the services and the degree of management required. We aim to construct diverse investment portfolios that span across multiple sectors and niches, in order to minimize risks and capitalize on novel opportunities. We keep track of all of our clients’ investment performances, delivering detailed reports and analysis at an agreed frequency.
info@oldtowneenterprises.com
Carrera de San Jeronimo 15, 28014 Madrid