Zurique Capital Research: A model of discretion in 2023
Zurique Capital Research: A model of discretion in 2023
A long-term view, a single trusted point of contact and an unparalleled understanding of global markets set Zurique Capital Research apart
Zurique Capital Research: A model of discretion
A long-term view, a single trusted point of contact and an unparalleled understanding of global markets set Zurique Capital Research apart.
It's no great secret that finding a trustworthy source of advice is easier said than done in this world, especially when it comes to making sound investments. Managing a diversified investment portfolio is half the art of making the right decisions; much of it lies in finding advisors with whom you can develop a long-term relationship.
The other half is consistency, ultra-wealthy clients don't want to deal with numerous advisors around the world, or multiple points of contact. They need a service, just as they would get from their private bank, but transparent and independent. That's why Zurique Capital established the Portfolio Management division in 2023, run by the founder, to support these clients.
"The post-pandemic focus on portfolio management has been striking. Ever since, we have focused on helping clients concentrate their portfolios in a smaller number of markets to help them achieve a more flexible work-life balance."
- Dan Castro | CEO & Founder Zurique Capital
Typically, the Portfolio Management division begin by supporting a client in optimizing their current assets. With an initial transaction undertaken, the company can start to build a detailed picture of the client's objectives, advising on blending new assets across multiple markets.
“Our role is to be that single point of contact, the conduit to different markets around the world; it's about access to opportunities and advice”
- Dan Castro | CEP & Founder Zurique Capital
One client describes the single point of contact arrangement as a 'game-changer' praising Zurique Capital for taking only 24 hours to evaluate a 3 million dollar portfolio distributed across over 42 mutual funds. It's a privilege to work so closely with the founder.
If you want a Tailored Investment Portfolio Management, this is how we can work together:
Get Expert Guidance on Wall Street for a Personally Tailored Investment Portfolio Management.👇