{"id":89121,"date":"2021-08-19T08:19:27","date_gmt":"2021-08-19T08:19:27","guid":{"rendered":"https:\/\/capitalcare.es\/metodologia\/"},"modified":"2022-06-14T14:06:23","modified_gmt":"2022-06-14T14:06:23","slug":"metodologia","status":"publish","type":"page","link":"https:\/\/capitalcare.es\/ca\/metodologia\/","title":{"rendered":"Metodologia"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row row_height_percent=&#8221;100&#8243; back_image=&#8221;88320&#8243; parallax=&#8221;yes&#8221; kburns=&#8221;yes&#8221; overlay_color=&#8221;color-159012&#8243; overlay_alpha=&#8221;45&#8243; gutter_size=&#8221;3&#8243; column_width_percent=&#8221;100&#8243; shift_y=&#8221;0&#8243; z_index=&#8221;0&#8243; uncode_shortcode_id=&#8221;138381&#8243; overlay_color_type=&#8221;uncode-palette&#8221;][vc_column column_width_percent=&#8221;100&#8243; position_vertical=&#8221;middle&#8221; align_horizontal=&#8221;align_center&#8221; gutter_size=&#8221;1&#8243; style=&#8221;dark&#8221; overlay_alpha=&#8221;50&#8243; shift_x=&#8221;0&#8243; shift_y=&#8221;0&#8243; shift_y_down=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;0&#8243; mobile_width=&#8221;0&#8243; width=&#8221;1\/1&#8243; uncode_shortcode_id=&#8221;166704&#8243;][vc_custom_heading heading_semantic=&#8221;h1&#8243; text_font=&#8221;font-160670&#8243; text_size=&#8221;h3&#8243; text_weight=&#8221;600&#8243; text_height=&#8221;fontheight-357766&#8243; css_animation=&#8221;curtain&#8221; animation_delay=&#8221;800&#8243; mobile_visibility=&#8221;yes&#8221; uncode_shortcode_id=&#8221;166831&#8243;]CAPITALCARE[\/vc_custom_heading][vc_custom_heading heading_semantic=&#8221;h1&#8243; text_size=&#8221;fontsize-445851&#8243; text_weight=&#8221;500&#8243; text_height=&#8221;fontheight-357766&#8243; text_space=&#8221;fontspace-781688&#8243; css_animation=&#8221;curtain&#8221; animation_delay=&#8221;400&#8243; uncode_shortcode_id=&#8221;116275&#8243;]Metodologia[\/vc_custom_heading][vc_custom_heading text_font=&#8221;font-160670&#8243; text_size=&#8221;h3&#8243; text_weight=&#8221;300&#8243; text_height=&#8221;fontheight-357766&#8243; css_animation=&#8221;curtain&#8221; animation_delay=&#8221;800&#8243; mobile_visibility=&#8221;yes&#8221; uncode_shortcode_id=&#8221;815447&#8243;]Com treballem per gestionar de manera \u00f2ptima el teu patrimoni i inversions[\/vc_custom_heading][vc_empty_space empty_h=&#8221;2&#8243;][vc_icon icon=&#8221;fa fa-arrow-down2&#8243; background_style=&#8221;fa-rounded&#8221; size=&#8221;fa-2x&#8221; icon_automatic=&#8221;yes&#8221; shadow=&#8221;yes&#8221; css_animation=&#8221;alpha-anim&#8221; animation_delay=&#8221;1200&#8243; link=&#8221;url:%23servicios&#8221; uncode_shortcode_id=&#8221;225687&#8243;][\/vc_icon][\/vc_column][\/vc_row][vc_row row_height_percent=&#8221;0&#8243; override_padding=&#8221;yes&#8221; h_padding=&#8221;2&#8243; top_padding=&#8221;5&#8243; bottom_padding=&#8221;2&#8243; back_color=&#8221;color-xsdn&#8221; overlay_alpha=&#8221;50&#8243; gutter_size=&#8221;3&#8243; column_width_percent=&#8221;100&#8243; shift_y=&#8221;0&#8243; z_index=&#8221;0&#8243; top_divider=&#8221;step_1_2&#8243; bottom_divider=&#8221;step_1_2&#8243; row_name=&#8221;nuestro-proceso&#8221; uncode_shortcode_id=&#8221;851508&#8243; back_color_type=&#8221;uncode-palette&#8221;][vc_column column_width_percent=&#8221;100&#8243; align_horizontal=&#8221;align_center&#8221; gutter_size=&#8221;2&#8243; override_padding=&#8221;yes&#8221; column_padding=&#8221;0&#8243; overlay_alpha=&#8221;50&#8243; shift_x=&#8221;0&#8243; shift_y=&#8221;0&#8243; shift_y_down=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;0&#8243; mobile_width=&#8221;0&#8243; radius=&#8221;sm&#8221; width=&#8221;1\/1&#8243; uncode_shortcode_id=&#8221;189795&#8243;][vc_custom_heading heading_semantic=&#8221;h3&#8243; text_size=&#8221;fontsize-155944&#8243; text_height=&#8221;fontheight-357766&#8243; text_space=&#8221;fontspace-781688&#8243; sub_lead=&#8221;yes&#8221; sub_reduced=&#8221;yes&#8221; css_animation=&#8221;curtain&#8221; animation_delay=&#8221;200&#8243; uncode_shortcode_id=&#8221;994083&#8243;]<span class=\"heading-text-highlight \" data-atts='{\"bg\":\"style-color-159012-bg\",\"height\":\"20%\",\"offset\":\"0.25em\",\"opacity\":\"0.25\",\"animated\":\"yes\"}'>El nostre proc\u00e9s<\/span>[\/vc_custom_heading][\/vc_column][\/vc_row][vc_row row_height_percent=&#8221;0&#8243; override_padding=&#8221;yes&#8221; h_padding=&#8221;3&#8243; top_padding=&#8221;3&#8243; bottom_padding=&#8221;3&#8243; overlay_alpha=&#8221;50&#8243; equal_height=&#8221;yes&#8221; gutter_size=&#8221;3&#8243; column_width_percent=&#8221;100&#8243; shift_y=&#8221;0&#8243; z_index=&#8221;0&#8243; uncode_shortcode_id=&#8221;467032&#8243; row_name=&#8221;servicios&#8221;][vc_column column_width_percent=&#8221;100&#8243; gutter_size=&#8221;3&#8243; overlay_alpha=&#8221;50&#8243; shift_x=&#8221;0&#8243; shift_y=&#8221;0&#8243; shift_y_down=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;0&#8243; mobile_width=&#8221;0&#8243; css_animation=&#8221;bottom-t-top&#8221; width=&#8221;1\/3&#8243; mobile_height=&#8221;340&#8243; uncode_shortcode_id=&#8221;654548&#8243;][vc_icon icon=&#8221;fa fa-magnifying-glass&#8221; icon_color=&#8221;color-159012&#8243; size=&#8221;fa-3x&#8221; uncode_shortcode_id=&#8221;145699&#8243; title=&#8221;Senzill i transparent&#8221; icon_color_type=&#8221;uncode-palette&#8221;]Expliquem les coses de manera f\u00e0cil i transparent. Ens esforcem en que el client entengui les inversions proposades, els seus riscos, costos i rendibilitats esperades. Tenim un m\u00e8tode en 4 passes[\/vc_icon][\/vc_column][vc_column column_width_percent=&#8221;100&#8243; gutter_size=&#8221;3&#8243; overlay_alpha=&#8221;50&#8243; shift_x=&#8221;0&#8243; shift_y=&#8221;0&#8243; shift_y_down=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;0&#8243; mobile_width=&#8221;0&#8243; css_animation=&#8221;bottom-t-top&#8221; animation_delay=&#8221;200&#8243; width=&#8221;1\/3&#8243; uncode_shortcode_id=&#8221;255887&#8243;][vc_icon icon=&#8221;fa fa-global&#8221; icon_color=&#8221;color-159012&#8243; size=&#8221;fa-3x&#8221; uncode_shortcode_id=&#8221;203024&#8243; title=&#8221;Global&#8221; icon_color_type=&#8221;uncode-palette&#8221;]Tenim en compte el patrimoni global dels clients: financer, empresarial i immobiliari. Analitzem inversions a tots els continents de forma global, especialment al m\u00f3n desenvolupat.[\/vc_icon][\/vc_column][vc_column column_width_percent=&#8221;100&#8243; gutter_size=&#8221;3&#8243; overlay_alpha=&#8221;50&#8243; shift_x=&#8221;0&#8243; shift_y=&#8221;0&#8243; shift_y_down=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;0&#8243; mobile_width=&#8221;0&#8243; css_animation=&#8221;bottom-t-top&#8221; animation_delay=&#8221;400&#8243; width=&#8221;1\/3&#8243; uncode_shortcode_id=&#8221;154086&#8243;][vc_icon icon=&#8221;fa fa-piechart&#8221; icon_color=&#8221;color-159012&#8243; size=&#8221;fa-3x&#8221; uncode_shortcode_id=&#8221;826133&#8243; title=&#8221;Sense conflicte d&#8217;interessos&#8221; icon_color_type=&#8221;uncode-palette&#8221;]No tenim producte propi, seleccionem els millors gestors i fons que hi ha al mercat. Nom\u00e9s treballem per a tu.[\/vc_icon][\/vc_column][\/vc_row][vc_row row_height_percent=&#8221;0&#8243; override_padding=&#8221;yes&#8221; h_padding=&#8221;3&#8243; top_padding=&#8221;1&#8243; bottom_padding=&#8221;5&#8243; overlay_alpha=&#8221;50&#8243; equal_height=&#8221;yes&#8221; gutter_size=&#8221;3&#8243; column_width_percent=&#8221;100&#8243; shift_y=&#8221;0&#8243; z_index=&#8221;0&#8243; uncode_shortcode_id=&#8221;743420&#8243; row_name=&#8221;servicios&#8221;][vc_column column_width_percent=&#8221;100&#8243; gutter_size=&#8221;3&#8243; overlay_alpha=&#8221;50&#8243; shift_x=&#8221;0&#8243; shift_y=&#8221;0&#8243; shift_y_down=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;0&#8243; mobile_width=&#8221;0&#8243; css_animation=&#8221;bottom-t-top&#8221; animation_delay=&#8221;600&#8243; width=&#8221;1\/3&#8243; mobile_height=&#8221;340&#8243; uncode_shortcode_id=&#8221;192867&#8243;][vc_icon icon=&#8221;fa fa-users2&#8243; icon_color=&#8221;color-159012&#8243; size=&#8221;fa-3x&#8221; uncode_shortcode_id=&#8221;163702&#8243; title=&#8221;Personalitzat&#8221; icon_color_type=&#8221;uncode-palette&#8221;]Cada persona t\u00e9 unes caracter\u00edstiques que el fan \u00fanic, per aix\u00f2 el nostre servei \u00e9s totalment personalitzat i s&#8217;adapta a les necessitats de cada client.[\/vc_icon][\/vc_column][vc_column column_width_percent=&#8221;100&#8243; gutter_size=&#8221;3&#8243; overlay_alpha=&#8221;50&#8243; shift_x=&#8221;0&#8243; shift_y=&#8221;0&#8243; shift_y_down=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;0&#8243; mobile_width=&#8221;0&#8243; css_animation=&#8221;bottom-t-top&#8221; animation_speed=&#8221;400&#8243; animation_delay=&#8221;800&#8243; width=&#8221;1\/3&#8243; uncode_shortcode_id=&#8221;681860&#8243;][vc_icon icon=&#8221;fa fa-shield2&#8243; icon_color=&#8221;color-159012&#8243; size=&#8221;fa-3x&#8221; uncode_shortcode_id=&#8221;444425&#8243; title=&#8221;Confidencial&#8221; icon_color_type=&#8221;uncode-palette&#8221;]Mantenim el secret professional, la discreci\u00f3 \u00e9s essencial a la nostra feina.[\/vc_icon][\/vc_column][vc_column column_width_percent=&#8221;100&#8243; gutter_size=&#8221;3&#8243; overlay_alpha=&#8221;50&#8243; shift_x=&#8221;0&#8243; shift_y=&#8221;0&#8243; shift_y_down=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;0&#8243; mobile_width=&#8221;0&#8243; css_animation=&#8221;bottom-t-top&#8221; animation_delay=&#8221;1000&#8243; width=&#8221;1\/3&#8243; uncode_shortcode_id=&#8221;178481&#8243;][vc_icon icon=&#8221;fa fa-heart5&#8243; icon_color=&#8221;color-159012&#8243; size=&#8221;fa-3x&#8221; uncode_shortcode_id=&#8221;166326&#8243; title=&#8221;Emocions i inversions&#8221; icon_color_type=&#8221;uncode-palette&#8221;]Tenim en compte els estudis realitzats sobre el comportament i les emocions de les persones en el proc\u00e9s d&#8217;inversi\u00f3[\/vc_icon][\/vc_column][\/vc_row][vc_row row_height_percent=&#8221;0&#8243; override_padding=&#8221;yes&#8221; h_padding=&#8221;2&#8243; top_padding=&#8221;7&#8243; bottom_padding=&#8221;7&#8243; back_color=&#8221;color-159012&#8243; overlay_alpha=&#8221;50&#8243; gutter_size=&#8221;3&#8243; column_width_percent=&#8221;100&#8243; shift_y=&#8221;0&#8243; z_index=&#8221;0&#8243; top_divider=&#8221;step_1_2&#8243; bottom_divider=&#8221;step_1_2&#8243; row_name=&#8221;servicios&#8221; uncode_shortcode_id=&#8221;623969&#8243; back_color_type=&#8221;uncode-palette&#8221;][vc_column column_width_percent=&#8221;100&#8243; gutter_size=&#8221;2&#8243; override_padding=&#8221;yes&#8221; column_padding=&#8221;0&#8243; style=&#8221;dark&#8221; overlay_alpha=&#8221;50&#8243; shift_x=&#8221;0&#8243; shift_y=&#8221;0&#8243; shift_y_down=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;0&#8243; mobile_width=&#8221;0&#8243; radius=&#8221;sm&#8221; width=&#8221;1\/2&#8243; uncode_shortcode_id=&#8221;547576&#8243;][vc_custom_heading heading_semantic=&#8221;h3&#8243; text_size=&#8221;fontsize-155944&#8243; text_height=&#8221;fontheight-357766&#8243; text_space=&#8221;fontspace-781688&#8243; sub_lead=&#8221;yes&#8221; sub_reduced=&#8221;yes&#8221; css_animation=&#8221;curtain&#8221; animation_delay=&#8221;200&#8243; uncode_shortcode_id=&#8221;108298&#8243;]<span class=\"heading-text-highlight \" data-atts='{\"bg\":\"style-color-xsdn-bg\",\"height\":\"20%\",\"offset\":\"0.25em\",\"opacity\":\"0.25\",\"animated\":\"yes\"}'>En qu\u00e8 et beneficia a tu<\/span>[\/vc_custom_heading][\/vc_column][vc_column column_width_percent=&#8221;100&#8243; gutter_size=&#8221;3&#8243; style=&#8221;dark&#8221; overlay_alpha=&#8221;50&#8243; shift_x=&#8221;0&#8243; shift_y=&#8221;0&#8243; shift_y_down=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;0&#8243; mobile_width=&#8221;0&#8243; width=&#8221;1\/2&#8243; uncode_shortcode_id=&#8221;315834&#8243;][uncode_list larger=&#8221;yes&#8221; icon=&#8221;fa fa-check&#8221; icon_color=&#8221;color-xsdn&#8221; css_animation=&#8221;right-t-left&#8221; animation_delay=&#8221;400&#8243; uncode_shortcode_id=&#8221;192309&#8243; icon_color_type=&#8221;uncode-palette&#8221;]<\/p>\n<ul>\n<li>Simplifica les teves inversions<\/li>\n<li>Controla les teves inversions de manera agregada<\/li>\n<li>Selecciona les millors entitats financeres per a la teva operativa<\/li>\n<li>Unifica en un sol interlocutor les teves inversions<\/li>\n<li>Millora la teva rendibilitat vs risc<\/li>\n<li>Redueix els teus costos<\/li>\n<li>Augmenta la seguretat i tranquil\u00b7litat financera<\/li>\n<\/ul>\n<p>[\/uncode_list][\/vc_column][\/vc_row][vc_row row_height_percent=&#8221;0&#8243; override_padding=&#8221;yes&#8221; h_padding=&#8221;2&#8243; top_padding=&#8221;5&#8243; bottom_padding=&#8221;2&#8243; back_color=&#8221;color-xsdn&#8221; overlay_alpha=&#8221;50&#8243; gutter_size=&#8221;3&#8243; column_width_percent=&#8221;100&#8243; shift_y=&#8221;0&#8243; z_index=&#8221;0&#8243; top_divider=&#8221;step_1_2&#8243; bottom_divider=&#8221;step_1_2&#8243; row_name=&#8221;servicios&#8221; uncode_shortcode_id=&#8221;562578&#8243; back_color_type=&#8221;uncode-palette&#8221;][vc_column column_width_percent=&#8221;100&#8243; align_horizontal=&#8221;align_center&#8221; gutter_size=&#8221;2&#8243; override_padding=&#8221;yes&#8221; column_padding=&#8221;0&#8243; overlay_alpha=&#8221;50&#8243; shift_x=&#8221;0&#8243; shift_y=&#8221;0&#8243; shift_y_down=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;0&#8243; mobile_width=&#8221;0&#8243; radius=&#8221;sm&#8221; width=&#8221;1\/1&#8243; uncode_shortcode_id=&#8221;189795&#8243;][vc_custom_heading heading_semantic=&#8221;h3&#8243; text_size=&#8221;fontsize-155944&#8243; text_height=&#8221;fontheight-357766&#8243; text_space=&#8221;fontspace-781688&#8243; sub_lead=&#8221;yes&#8221; sub_reduced=&#8221;yes&#8221; css_animation=&#8221;curtain&#8221; animation_delay=&#8221;200&#8243; uncode_shortcode_id=&#8221;777772&#8243; subheading=&#8221;Com ho fem&#8221;]<span class=\"heading-text-highlight \" data-atts='{\"bg\":\"style-color-159012-bg\",\"height\":\"20%\",\"offset\":\"0.25em\",\"opacity\":\"0.25\",\"animated\":\"yes\"}'>Metodologia<\/span>[\/vc_custom_heading][\/vc_column][\/vc_row][vc_row row_height_percent=&#8221;0&#8243; override_padding=&#8221;yes&#8221; h_padding=&#8221;2&#8243; top_padding=&#8221;2&#8243; bottom_padding=&#8221;2&#8243; overlay_alpha=&#8221;50&#8243; gutter_size=&#8221;3&#8243; column_width_percent=&#8221;100&#8243; shift_y=&#8221;0&#8243; z_index=&#8221;0&#8243; uncode_shortcode_id=&#8221;163252&#8243; row_name=&#8221;analisis-diagnostico&#8221;][vc_column column_width_percent=&#8221;100&#8243; gutter_size=&#8221;3&#8243; overlay_alpha=&#8221;50&#8243; shift_x=&#8221;0&#8243; shift_y=&#8221;0&#8243; shift_y_down=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;0&#8243; mobile_width=&#8221;0&#8243; css_animation=&#8221;bottom-t-top&#8221; width=&#8221;1\/1&#8243; uncode_shortcode_id=&#8221;200143&#8243;][vc_icon icon=&#8221;fa fa-bargraph&#8221; icon_color=&#8221;accent&#8221; size=&#8221;fa-4x&#8221; text_size=&#8221;h2&#8243; text_lead=&#8221;yes&#8221; uncode_shortcode_id=&#8221;166869&#8243; title=&#8221;An\u00e0lisi i diagn\u00f2stic&#8221; icon_color_type=&#8221;uncode-palette&#8221; el_class=&#8221;llista-gran&#8221;]<\/p>\n<ul>\n<li>Revisi\u00f3 de les inversions a l&#8217;inici de la col\u00b7laboraci\u00f3<\/li>\n<li>Determinaci\u00f3 del perfil de<em>risc <\/em>del client<\/li>\n<\/ul>\n<p>[\/vc_icon][vc_accordion typography=&#8221;yes&#8221; sign=&#8221;plus&#8221; active_tab=&#8221;0&#8243;][vc_accordion_tab gutter_size=&#8221;3&#8243; column_padding=&#8221;2&#8243; tab_id=&#8221;1629362986-1-32&#8243; slug=&#8221;ANALISIS Y DIAGN\u00d3STICO&#8221; title=&#8221;VEURE M\u00c9S&#8221;][vc_row_inner][vc_column_inner width=&#8221;2\/3&#8243;][vc_custom_heading heading_semantic=&#8221;h3&#8243; text_size=&#8221;h4&#8243; text_height=&#8221;fontheight-357766&#8243; uncode_shortcode_id=&#8221;101880&#8243;]Realitzem una fotografia del moment inicial on s&#8217;analitza la situaci\u00f3 patrimonial de partida i definim el perfil de risc del client.[\/vc_custom_heading][uncode_list icon=&#8221;fa fa-check&#8221; icon_color=&#8221;color-159012&#8243; uncode_shortcode_id=&#8221;774748&#8243; icon_color_type=&#8221;uncode-palette&#8221;]<\/p>\n<ul>\n<li>Revisem les inversions a l&#8217;inici de la col\u00b7laboraci\u00f3 per tenir un punt de partida, m\u00e9s enll\u00e0 del llistat d&#8217;actius i passius, incloent-hi l&#8217;an\u00e0lisi de costos, l&#8217;exposici\u00f3 a riscos, la composici\u00f3 societ\u00e0ries, etc\u2026 Es realitza una an\u00e0lisi de la situaci\u00f3 inicial del client, tenint en compte tot el patrimoni familiar, tant el Financer, com l&#8217;Empresarial i Immobiliari<\/li>\n<li>Determinem el Perfil de Risc del client Quins nivells de risc estem disposats a assumir? Quines expectatives de rendibilitat tenim? El nivell de risc de cada client t\u00e9 a veure amb la situaci\u00f3 financera, l&#8217;horitz\u00f3 temporal (termini), objectius d&#8217;inversi\u00f3, el coneixement i l&#8217;experi\u00e8ncia financera i la toler\u00e0ncia al risc.<\/li>\n<li>Fem servir el nivell central de risc i una forquilla on actuar. \u00c9s important definir un cam\u00ed per transitar amb variacions de risc del 20% per aprofitar els moviments del mercat, per\u00f2 mantenint el rumb en els moments dif\u00edcils.<\/li>\n<\/ul>\n<p>[\/uncode_list][\/vc_column_inner][vc_column_inner column_width_percent=&#8221;100&#8243; gutter_size=&#8221;3&#8243; overlay_alpha=&#8221;50&#8243; shift_x=&#8221;0&#8243; shift_y=&#8221;0&#8243; shift_y_down=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;0&#8243; mobile_width=&#8221;0&#8243; width=&#8221;1\/3&#8243; uncode_shortcode_id=&#8221;148923&#8243;][\/vc_column_inner][\/vc_row_inner][\/vc_accordion_tab][\/vc_accordion][\/vc_column][\/vc_row][vc_row row_height_percent=&#8221;0&#8243; override_padding=&#8221;yes&#8221; h_padding=&#8221;2&#8243; top_padding=&#8221;2&#8243; bottom_padding=&#8221;2&#8243; overlay_alpha=&#8221;50&#8243; gutter_size=&#8221;3&#8243; column_width_percent=&#8221;100&#8243; shift_y=&#8221;0&#8243; z_index=&#8221;0&#8243; uncode_shortcode_id=&#8221;156284&#8243; row_name=&#8221;objetivos-y-estrategia&#8221;][vc_column column_width_percent=&#8221;100&#8243; gutter_size=&#8221;3&#8243; overlay_alpha=&#8221;50&#8243; shift_x=&#8221;0&#8243; shift_y=&#8221;0&#8243; shift_y_down=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;0&#8243; mobile_width=&#8221;0&#8243; css_animation=&#8221;bottom-t-top&#8221; width=&#8221;1\/1&#8243; uncode_shortcode_id=&#8221;200143&#8243;][vc_icon icon=&#8221;fa fa-target2&#8243; icon_color=&#8221;accent&#8221; size=&#8221;fa-4x&#8221; text_size=&#8221;h2&#8243; text_lead=&#8221;yes&#8221; uncode_shortcode_id=&#8221;138864&#8243; title=&#8221;Objectius i estrat\u00e8gia&#8221; icon_color_type=&#8221;uncode-palette&#8221; el_class=&#8221;llista-gran&#8221;]<\/p>\n<ul>\n<li>An\u00e0lisi de les necessitats financeres del client<\/li>\n<li>Definici\u00f3 dobjectius: termini dinversi\u00f3, rendibilitat esperada, risc assumible, tipus dactius i optimitzaci\u00f3 fiscal.<\/li>\n<li>Planificaci\u00f3 financera<\/li>\n<\/ul>\n<p>[\/vc_icon][vc_accordion typography=&#8221;yes&#8221; sign=&#8221;plus&#8221; active_tab=&#8221;0&#8243;][vc_accordion_tab gutter_size=&#8221;3&#8243; column_padding=&#8221;2&#8243; tab_id=&#8221;1629362986-1-32&#8243; slug=&#8221;OBJETIVOS Y ESTRATEGIA&#8221; title=&#8221;VEURE M\u00c9S&#8221;][vc_row_inner][vc_column_inner width=&#8221;2\/3&#8243;][vc_custom_heading heading_semantic=&#8221;h3&#8243; text_size=&#8221;h3&#8243; text_height=&#8221;fontheight-357766&#8243; uncode_shortcode_id=&#8221;632683&#8243;]Determinem les necessitats financeres de cada persona, fam\u00edlia i\/o empresa, en base als seus objectius personals i vitals. Tot aix\u00f2 queda plasmat en un full de ruta o planificaci\u00f3 financera a llarg termini.[\/vc_custom_heading][uncode_list icon=&#8221;fa fa-check&#8221; icon_color=&#8221;color-159012&#8243; uncode_shortcode_id=&#8221;115236&#8243; icon_color_type=&#8221;uncode-palette&#8221;]<\/p>\n<ul>\n<li>Analitzem les necessitats financeres del client: \u00e9s important con\u00e8ixer les circumst\u00e0ncies personals com: ingressos i despeses actuals familiars, projectes de vida, metes personals i familiars, estudis dels fills, viatges, compra nova vivenda, jubilaci\u00f3 prevista&#8230;<\/li>\n<li>Definim els objectius de les inversions: termini, rendibilitat esperada i risc assumible.<\/li>\n<li>De manera que ja podem marcar la pol\u00edtica d&#8217;inversi\u00f3 i els tipus d&#8217;actius o asset allocation que seran din\u00e0mics i s&#8217;anir\u00e0 adaptant als canvis vitals o patrimonials a futur.<\/li>\n<li>Elaborem la Planificaci\u00f3 financera a mitj\u00e0 llarg termini per veure que s&#8217;assoleixen els objectius marcats.<\/li>\n<\/ul>\n<p>[\/uncode_list][\/vc_column_inner][vc_column_inner column_width_percent=&#8221;100&#8243; gutter_size=&#8221;3&#8243; overlay_alpha=&#8221;50&#8243; shift_x=&#8221;0&#8243; shift_y=&#8221;0&#8243; shift_y_down=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;0&#8243; mobile_width=&#8221;0&#8243; width=&#8221;1\/3&#8243; uncode_shortcode_id=&#8221;148923&#8243;][\/vc_column_inner][\/vc_row_inner][\/vc_accordion_tab][\/vc_accordion][\/vc_column][\/vc_row][vc_row row_height_percent=&#8221;0&#8243; override_padding=&#8221;yes&#8221; h_padding=&#8221;2&#8243; top_padding=&#8221;2&#8243; bottom_padding=&#8221;2&#8243; overlay_alpha=&#8221;50&#8243; gutter_size=&#8221;3&#8243; column_width_percent=&#8221;100&#8243; shift_y=&#8221;0&#8243; z_index=&#8221;0&#8243; uncode_shortcode_id=&#8221;165698&#8243; row_name=&#8221;inversion-y-ejecucion&#8221;][vc_column column_width_percent=&#8221;100&#8243; gutter_size=&#8221;3&#8243; overlay_alpha=&#8221;50&#8243; shift_x=&#8221;0&#8243; shift_y=&#8221;0&#8243; shift_y_down=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;0&#8243; mobile_width=&#8221;0&#8243; css_animation=&#8221;bottom-t-top&#8221; width=&#8221;1\/1&#8243; uncode_shortcode_id=&#8221;200143&#8243;][vc_icon icon=&#8221;fa fa-map5&#8243; icon_color=&#8221;accent&#8221; size=&#8221;fa-4x&#8221; text_size=&#8221;h2&#8243; text_lead=&#8221;yes&#8221; uncode_shortcode_id=&#8221;647602&#8243; title=&#8221;Inversi\u00f3 i execuci\u00f3&#8221; icon_color_type=&#8221;uncode-palette&#8221; el_class=&#8221;llista-gran&#8221;]<\/p>\n<ul>\n<li>Proposta de cartera d&#8217;inversions \u00f2ptima.<\/li>\n<li>Acompanyament en l&#8217;execuci\u00f3 de les inversions.<\/li>\n<li>Reordenar i simplificar operativa i comptes bancaris<\/li>\n<\/ul>\n<p>[\/vc_icon][vc_accordion typography=&#8221;yes&#8221; sign=&#8221;plus&#8221; active_tab=&#8221;0&#8243;][vc_accordion_tab gutter_size=&#8221;3&#8243; column_padding=&#8221;2&#8243; tab_id=&#8221;1629362986-1-32&#8243; slug=&#8221;INVERSI\u00d3N Y EJECUCI\u00d3N&#8221; title=&#8221;VEURE M\u00c9S&#8221;][vc_row_inner][vc_column_inner width=&#8221;2\/3&#8243;][vc_custom_heading heading_semantic=&#8221;h3&#8243; text_size=&#8221;h4&#8243; text_height=&#8221;fontheight-357766&#8243; uncode_shortcode_id=&#8221;255758&#8243;]CAPITAL CARE acompanya el client al llarg de tot el proc\u00e9s d&#8217;inversi\u00f3, coordinant directament amb els bancs l&#8217;operativa per a m\u00e9s facilitat. Seleccionem els productes m\u00e9s adequats per implementar l&#8217;estrat\u00e8gia d&#8217;inversi\u00f3, buscant l&#8217;optimitzaci\u00f3 entre rendibilitat i risc.[\/vc_custom_heading][uncode_list icon=&#8221;fa fa-check&#8221; icon_color=&#8221;color-159012&#8243; uncode_shortcode_id=&#8221;181089&#8243; icon_color_type=&#8221;uncode-palette&#8221;]<\/p>\n<ul>\n<li>Seleccionem els millors productes d&#8217;entre tots els disponibles al mercat per optimitzar el binomi rendibilitat ajustada al risc.<\/li>\n<li>D&#8217;entre aquests productes destaquen els fons d&#8217;inversi\u00f3, ja que s\u00f3n els vehicles m\u00e9s eficients per protegir el capital i maximitzar la rendibilitat, tant per la diversificaci\u00f3 que s&#8217;obt\u00e9 com pels costos i avantatges fiscals baixos.<\/li>\n<li>Proposem la cartera d\u201finversions \u00f2ptima.<\/li>\n<li>Seleccionem les entitats financeres.<\/li>\n<li>Reordenem i simplifiquem l&#8217;operativa i els comptes bancaris<\/li>\n<li>Acompanyem a l&#8217;execuci\u00f3 de les inversions.<\/li>\n<\/ul>\n<p>[\/uncode_list][uncode_list icon=&#8221;fa fa-check&#8221; icon_color=&#8221;accent&#8221; uncode_shortcode_id=&#8221;196697&#8243; icon_color_type=&#8221;uncode-palette&#8221;]<\/p>\n<h3>Tipologia productes<\/h3>\n<p>&nbsp;<\/p>\n<ul>\n<li>Accions individuals<\/li>\n<li>Obligacions i bons d&#8217;empreses<\/li>\n<li>Fons d&#8217;inversi\u00f3, SICAVS i ETFs<\/li>\n<li>Plans de Pensions<\/li>\n<li>Derivats<\/li>\n<li>Estructurats<\/li>\n<li>Assegurances<\/li>\n<li>Capital Risc<\/li>\n<\/ul>\n<p>[\/uncode_list][\/vc_column_inner][vc_column_inner column_width_percent=&#8221;100&#8243; gutter_size=&#8221;3&#8243; overlay_alpha=&#8221;50&#8243; shift_x=&#8221;0&#8243; shift_y=&#8221;0&#8243; shift_y_down=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;0&#8243; mobile_width=&#8221;0&#8243; width=&#8221;1\/3&#8243; uncode_shortcode_id=&#8221;148923&#8243;][\/vc_column_inner][\/vc_row_inner][\/vc_accordion_tab][\/vc_accordion][\/vc_column][\/vc_row][vc_row row_height_percent=&#8221;0&#8243; override_padding=&#8221;yes&#8221; h_padding=&#8221;2&#8243; top_padding=&#8221;2&#8243; bottom_padding=&#8221;5&#8243; overlay_alpha=&#8221;50&#8243; gutter_size=&#8221;3&#8243; column_width_percent=&#8221;100&#8243; shift_y=&#8221;0&#8243; z_index=&#8221;0&#8243; uncode_shortcode_id=&#8221;173781&#8243; row_name=&#8221;seguimiento-y-reporting&#8221;][vc_column column_width_percent=&#8221;100&#8243; gutter_size=&#8221;3&#8243; overlay_alpha=&#8221;50&#8243; shift_x=&#8221;0&#8243; shift_y=&#8221;0&#8243; shift_y_down=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;0&#8243; mobile_width=&#8221;0&#8243; css_animation=&#8221;bottom-t-top&#8221; width=&#8221;1\/1&#8243; uncode_shortcode_id=&#8221;200143&#8243;][vc_icon icon=&#8221;fa fa-refresh2&#8243; icon_color=&#8221;accent&#8221; size=&#8221;fa-4x&#8221; text_size=&#8221;h2&#8243; text_lead=&#8221;yes&#8221; uncode_shortcode_id=&#8221;834322&#8243; title=&#8221;Seguiment i reporting&#8221; icon_color_type=&#8221;uncode-palette&#8221; el_class=&#8221;llista-gran&#8221;]<\/p>\n<ul>\n<li>Seguiment i control del resultat de les inversions.<\/li>\n<li><i>Reporting<\/i> diari al client: consolidaci\u00f3 de totes les posicions.<\/li>\n<li>Proposta de canvis de la cartera per complir el Pla establert<\/li>\n<\/ul>\n<p>[\/vc_icon][vc_accordion typography=&#8221;yes&#8221; sign=&#8221;plus&#8221; active_tab=&#8221;0&#8243;][vc_accordion_tab gutter_size=&#8221;3&#8243; column_padding=&#8221;2&#8243; tab_id=&#8221;1629362986-1-32&#8243; slug=&#8221;SEGUIMIENTO Y REPORTING&#8221; title=&#8221;VEURE M\u00c9S&#8221;][vc_row_inner][vc_column_inner width=&#8221;2\/3&#8243;][vc_custom_heading heading_semantic=&#8221;h3&#8243; text_size=&#8221;h4&#8243; text_height=&#8221;fontheight-357766&#8243; uncode_shortcode_id=&#8221;125650&#8243;]Fem un seguiment i un control de l&#8217;evoluci\u00f3 i el resultat de les inversions. Informem peri\u00f2dicament, de forma global (afegint posicions a tots els bancs), de l&#8217;estat de les teves inversions.[\/vc_custom_heading][uncode_list icon=&#8221;fa fa-check&#8221; icon_color=&#8221;color-159012&#8243; uncode_shortcode_id=&#8221;365205&#8243; icon_color_type=&#8221;uncode-palette&#8221;]<\/p>\n<ul>\n<li>Realitzem un seguiment i control del resultat de les inversions proposant de manera continuada els canvis procedents per complir amb el Pla establert.<\/li>\n<li>A Capital Care EAF comptem amb una eina que ofereix una visi\u00f3 global de la cartera del client. A m\u00e9s, permet l&#8217;agregaci\u00f3 de totes les entitats i el monitoratge de les posicions en cartera que ajuda a prendre decisions d&#8217;inversi\u00f3.<\/li>\n<li>Aquesta part inclou a m\u00e9s de l&#8217;informe patrimonial agregat i personalitzat, reunions de seguiment, ajustaments t\u00e0ctics per a les carteres, formaci\u00f3 recurrent, control i seguiment de la planificaci\u00f3 financera, negociaci\u00f3 amb els bancs, etc.<\/li>\n<\/ul>\n<p>[\/uncode_list][\/vc_column_inner][vc_column_inner column_width_percent=&#8221;100&#8243; gutter_size=&#8221;3&#8243; overlay_alpha=&#8221;50&#8243; shift_x=&#8221;0&#8243; shift_y=&#8221;0&#8243; shift_y_down=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;0&#8243; mobile_width=&#8221;0&#8243; width=&#8221;1\/3&#8243; uncode_shortcode_id=&#8221;148923&#8243;][\/vc_column_inner][\/vc_row_inner][\/vc_accordion_tab][\/vc_accordion][\/vc_column][\/vc_row][vc_row row_height_percent=&#8221;65&#8243; back_image=&#8221;88633&#8243; back_repeat=&#8221;no-repeat&#8221; back_position=&#8221;center bottom&#8221; parallax=&#8221;yes&#8221; overlay_color=&#8221;color-jevc&#8221; overlay_alpha=&#8221;75&#8243; gutter_size=&#8221;3&#8243; column_width_percent=&#8221;100&#8243; shift_y=&#8221;0&#8243; z_index=&#8221;0&#8243; uncode_shortcode_id=&#8221;425614&#8243; overlay_color_type=&#8221;uncode-palette&#8221;][vc_column column_width_percent=&#8221;75&#8243; position_vertical=&#8221;middle&#8221; align_horizontal=&#8221;align_center&#8221; gutter_size=&#8221;3&#8243; style=&#8221;dark&#8221; overlay_alpha=&#8221;50&#8243; shift_x=&#8221;0&#8243; shift_y=&#8221;0&#8243; shift_y_down=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;0&#8243; mobile_width=&#8221;0&#8243; width=&#8221;1\/1&#8243; uncode_shortcode_id=&#8221;198145&#8243;][vc_custom_heading text_size=&#8221;fontsize-155944&#8243; text_weight=&#8221;500&#8243; uncode_shortcode_id=&#8221;498938&#8243; subheading=&#8221;- Robert Collier&#8221;]L&#8217;\u00e8xit \u00e9s la suma de petits esfor\u00e7os que es repeteixen dia rere dia[\/vc_custom_heading][\/vc_column][\/vc_row][vc_row row_height_percent=&#8221;0&#8243; override_padding=&#8221;yes&#8221; h_padding=&#8221;2&#8243; top_padding=&#8221;5&#8243; bottom_padding=&#8221;2&#8243; back_color=&#8221;color-lxmt&#8221; overlay_alpha=&#8221;50&#8243; gutter_size=&#8221;3&#8243; column_width_percent=&#8221;100&#8243; shift_y=&#8221;0&#8243; z_index=&#8221;0&#8243; top_divider=&#8221;step_1_2&#8243; bottom_divider=&#8221;step_1_2&#8243; desktop_visibility=&#8221;yes&#8221; medium_visibility=&#8221;yes&#8221; mobile_visibility=&#8221;yes&#8221; row_name=&#8221;servicios&#8221; uncode_shortcode_id=&#8221;378211&#8243; back_color_type=&#8221;uncode-palette&#8221;][vc_column column_width_percent=&#8221;100&#8243; align_horizontal=&#8221;align_center&#8221; gutter_size=&#8221;2&#8243; override_padding=&#8221;yes&#8221; column_padding=&#8221;0&#8243; overlay_alpha=&#8221;50&#8243; shift_x=&#8221;0&#8243; shift_y=&#8221;0&#8243; shift_y_down=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;0&#8243; mobile_width=&#8221;0&#8243; radius=&#8221;sm&#8221; width=&#8221;1\/1&#8243; uncode_shortcode_id=&#8221;189795&#8243;][vc_custom_heading heading_semantic=&#8221;h3&#8243; text_size=&#8221;fontsize-155944&#8243; text_height=&#8221;fontheight-357766&#8243; text_space=&#8221;fontspace-781688&#8243; sub_lead=&#8221;yes&#8221; sub_reduced=&#8221;yes&#8221; css_animation=&#8221;curtain&#8221; animation_delay=&#8221;200&#8243; uncode_shortcode_id=&#8221;190612&#8243; subheading=&#8221;Passos a seguir&#8221;]<span class=\"heading-text-highlight \" data-atts='{\"bg\":\"style-color-159012-bg\",\"height\":\"20%\",\"offset\":\"0.25em\",\"opacity\":\"0.25\",\"animated\":\"yes\"}'>Proc\u00e9s<\/span>[\/vc_custom_heading][\/vc_column][\/vc_row][vc_row row_height_percent=&#8221;0&#8243; override_padding=&#8221;yes&#8221; h_padding=&#8221;2&#8243; top_padding=&#8221;2&#8243; bottom_padding=&#8221;4&#8243; back_color=&#8221;color-lxmt&#8221; overlay_alpha=&#8221;50&#8243; gutter_size=&#8221;3&#8243; column_width_percent=&#8221;100&#8243; shift_y=&#8221;0&#8243; z_index=&#8221;0&#8243; desktop_visibility=&#8221;yes&#8221; medium_visibility=&#8221;yes&#8221; mobile_visibility=&#8221;yes&#8221; uncode_shortcode_id=&#8221;229906&#8243; back_color_type=&#8221;uncode-palette&#8221;][vc_column width=&#8221;1\/1&#8243;][vc_accordion typography=&#8221;yes&#8221; sign=&#8221;plus&#8221; active_tab=&#8221;0&#8243;][vc_accordion_tab gutter_size=&#8221;2&#8243; column_padding=&#8221;2&#8243; title=&#8221;Estrat\u00e8gia d&#8217;inversi\u00f3&#8221; tab_id=&#8221;1636362152-1-76&#8243; slug=&#8221;Estrategia de inversi\u00f3n&#8221;][uncode_list icon=&#8221;fa fa-check&#8221; icon_color=&#8221;color-159012&#8243; uncode_shortcode_id=&#8221;359268&#8243; icon_color_type=&#8221;uncode-palette&#8221;]<\/p>\n<ul>\n<li>Definim l&#8217;estrat\u00e8gia d&#8217;inversi\u00f3 per a cada grup<\/li>\n<li>Definim la pol\u00edtica d&#8217;inversi\u00f3 segons el perfil del client<\/li>\n<li>Estudiem la cartera actual del client<\/li>\n<li>Realitzem una proposta d&#8217;inversi\u00f3 personalitzada<\/li>\n<\/ul>\n<p>[\/uncode_list][\/vc_accordion_tab][vc_accordion_tab gutter_size=&#8221;2&#8243; column_padding=&#8221;2&#8243; title=&#8221;Selecci\u00f3 de bancs&#8221; tab_id=&#8221;1636362152-2-32&#8243; slug=&#8221;Selecci\u00f3n de bancos&#8221;][uncode_list icon=&#8221;fa fa-check&#8221; icon_color=&#8221;color-159012&#8243; uncode_shortcode_id=&#8221;166999&#8243; icon_color_type=&#8221;uncode-palette&#8221;]<\/p>\n<ul>\n<li>Recomanem entitats financeres: nacionals i internacionals<\/li>\n<li>Ens adaptem a les prefer\u00e8ncies d&#8217;entitat de cada client<\/li>\n<li>Estem en continu contacte amb el gestor del seu banc<\/li>\n<li>Analitzem els productes oferts pel banc<\/li>\n<\/ul>\n<p>[\/uncode_list][\/vc_accordion_tab][vc_accordion_tab gutter_size=&#8221;2&#8243; column_padding=&#8221;2&#8243; title=&#8221;Selecci\u00f3 de productes&#8221; tab_id=&#8221;1636362152-2-32&#8243; slug=&#8221;Selecci\u00f3n de productos&#8221;][uncode_list icon=&#8221;fa fa-check&#8221; icon_color=&#8221;color-159012&#8243; uncode_shortcode_id=&#8221;110322&#8243; icon_color_type=&#8221;uncode-palette&#8221;]<\/p>\n<ul>\n<li>Seleccionem els millors productes \/ Fons d&#8217;inversi\u00f3 entre m\u00e9s de 30.000<\/li>\n<li>Assessorament en inversions directes: ETFs, bons, accions, etc.<\/li>\n<li>Assessorament en inversions alternatives Hedge Funds i Private Equity<\/li>\n<\/ul>\n<p>[\/uncode_list][\/vc_accordion_tab][vc_accordion_tab gutter_size=&#8221;2&#8243; column_padding=&#8221;2&#8243; title=&#8221;Recomanaci\u00f3 d&#8217;inversi\u00f3&#8221; tab_id=&#8221;1636362152-2-32&#8243; slug=&#8221;Recomendaci\u00f3n de inversi\u00f3n&#8221;][uncode_list icon=&#8221;fa fa-check&#8221; icon_color=&#8221;color-159012&#8243; uncode_shortcode_id=&#8221;786784&#8243; icon_color_type=&#8221;uncode-palette&#8221;]<\/p>\n<ul>\n<li>Distribuci\u00f3 dels actius assessorats de forma din\u00e0mica<\/li>\n<li>Idees t\u00e0ctiques d&#8217;inversi\u00f3<\/li>\n<li>Visi\u00f3 de la situaci\u00f3 macroecon\u00f2mica global<\/li>\n<\/ul>\n<p>[\/uncode_list][\/vc_accordion_tab][vc_accordion_tab gutter_size=&#8221;2&#8243; column_padding=&#8221;2&#8243; title=&#8221;Implementaci\u00f3 i seguiment de les inversions&#8221; tab_id=&#8221;1636362152-2-32&#8243; slug=&#8221;Implementaci\u00f3n y seguimiento de las inversiones&#8221;][uncode_list icon=&#8221;fa fa-check&#8221; icon_color=&#8221;color-159012&#8243; uncode_shortcode_id=&#8221;172811&#8243; icon_color_type=&#8221;uncode-palette&#8221;]<\/p>\n<ul>\n<li>Reporting Global<\/li>\n<li>Suport mitjan\u00e7ant ajudant personal en temes administratius bancaris<\/li>\n<li>Reuni\u00f3 mensual amb el client.<\/li>\n<li>Assessorament en la implementaci\u00f3 de les recomanacions<\/li>\n<\/ul>\n<p>[\/uncode_list][\/vc_accordion_tab][vc_accordion_tab gutter_size=&#8221;2&#8243; column_padding=&#8221;2&#8243; title=&#8221;Auditoria dels seus comptes bancaris&#8221; tab_id=&#8221;1636362152-2-32&#8243; slug=&#8221;Auditoria de sus cuentas bancarias&#8221;][uncode_list icon=&#8221;fa fa-check&#8221; icon_color=&#8221;color-159012&#8243; uncode_shortcode_id=&#8221;755939&#8243; icon_color_type=&#8221;uncode-palette&#8221;]<\/p>\n<ul>\n<li>Informe global de les carteres d&#8217;inversi\u00f3 del client<\/li>\n<li>Control i supervisi\u00f3 de cada operaci\u00f3 realitzada<\/li>\n<\/ul>\n<p>[\/uncode_list][\/vc_accordion_tab][vc_accordion_tab gutter_size=&#8221;2&#8243; column_padding=&#8221;2&#8243; title=&#8221;Control de riscos&#8221; tab_id=&#8221;1636362152-2-32&#8243; slug=&#8221;Control de riesgos&#8221;][uncode_list icon=&#8221;fa fa-check&#8221; icon_color=&#8221;color-159012&#8243; uncode_shortcode_id=&#8221;357101&#8243; icon_color_type=&#8221;uncode-palette&#8221;]<\/p>\n<ul>\n<li>Par\u00e0metres de diversificaci\u00f3: bancs, actius (renda fixa i variable) i productes<\/li>\n<li>Seguiment diari de les inversions<\/li>\n<li>Rebalanceig de la distribuci\u00f3 d&#8217;actius<\/li>\n<\/ul>\n<p>[\/uncode_list][\/vc_accordion_tab][vc_accordion_tab gutter_size=&#8221;2&#8243; column_padding=&#8221;2&#8243; title=&#8221;Control de costos&#8221; tab_id=&#8221;1636362152-2-32&#8243; slug=&#8221;Control de costes&#8221;][uncode_list icon=&#8221;fa fa-check&#8221; icon_color=&#8221;color-159012&#8243; uncode_shortcode_id=&#8221;435956&#8243; icon_color_type=&#8221;uncode-palette&#8221;]<\/p>\n<ul>\n<li>Negociaci\u00f3 de les comissions amb les entitats banc\u00e0ries<\/li>\n<li>Supervisi\u00f3 de l&#8217;aplicaci\u00f3 de comissions acordades per operaci\u00f3<\/li>\n<li>Cerca dels productes m\u00e9s eficients<\/li>\n<\/ul>\n<p>[\/uncode_list][\/vc_accordion_tab][vc_accordion_tab gutter_size=&#8221;2&#8243; column_padding=&#8221;2&#8243; title=&#8221;Altres serveis&#8221; tab_id=&#8221;1636362152-2-32&#8243; slug=&#8221;Otros servicios&#8221;][uncode_list icon=&#8221;fa fa-check&#8221; icon_color=&#8221;color-159012&#8243; uncode_shortcode_id=&#8221;127544&#8243; icon_color_type=&#8221;uncode-palette&#8221;]<\/p>\n<ul>\n<li>Esdeveniments amb experts del sector<\/li>\n<li>Formaci\u00f3 per a clients<\/li>\n<\/ul>\n<p>[\/uncode_list][\/vc_accordion_tab][\/vc_accordion][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row row_height_percent=&#8221;100&#8243; 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