Decalia SA is a financial group that manages and advises private and institutional clients in wealth management, asset management and private markets. It provides discretionary management, advisory services and a range of UCITS investment funds (DECALIA Sicav).
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Personalised wealth management for private clients, with tailor-made portfolios, an adapted management profile, regular monitoring and risk management.
Discretionary Portfolio Management
Discretionary portfolio management, definition of the investment profile, tactical allocation, investments in bonds, equities and selected products, regular reviews with the client.
Advisory
Investment advisory with initial analysis of assets and the portfolio, personalised asset allocation, construction recommendations, ongoing monitoring and periodic reports.
Fund Selection
Selection of investment funds from DECALIA, third parties or other platforms, based on a qualitative and quantitative analysis of open architecture.
Investment Process
Institutional investment process applied to private wealth management, with a monthly strategy committee, weekly reviews, allocation by risk profile and personalised implementation.