{"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=\u00bb100&#8243; back_image=\u00bb88320&#8243; parallax=\u00bbyes\u00bb kburns=\u00bbyes\u00bb overlay_color=\u00bbcolor-159012&#8243; overlay_alpha=\u00bb45&#8243; gutter_size=\u00bb3&#8243; column_width_percent=\u00bb100&#8243; shift_y=\u00bb0&#8243; z_index=\u00bb0&#8243; uncode_shortcode_id=\u00bb138381&#8243; overlay_color_type=\u00bbuncode-palette\u00bb][vc_column column_width_percent=\u00bb100&#8243; position_vertical=\u00bbmiddle\u00bb align_horizontal=\u00bbalign_center\u00bb gutter_size=\u00bb1&#8243; style=\u00bbdark\u00bb overlay_alpha=\u00bb50&#8243; shift_x=\u00bb0&#8243; shift_y=\u00bb0&#8243; shift_y_down=\u00bb0&#8243; z_index=\u00bb0&#8243; medium_width=\u00bb0&#8243; mobile_width=\u00bb0&#8243; width=\u00bb1\/1&#8243; uncode_shortcode_id=\u00bb166704&#8243;][vc_custom_heading heading_semantic=\u00bbh1&#8243; text_font=\u00bbfont-160670&#8243; text_size=\u00bbh3&#8243; text_weight=\u00bb600&#8243; text_height=\u00bbfontheight-357766&#8243; css_animation=\u00bbcurtain\u00bb animation_delay=\u00bb800&#8243; mobile_visibility=\u00bbyes\u00bb uncode_shortcode_id=\u00bb166831&#8243;]CAPITALCARE[\/vc_custom_heading][vc_custom_heading heading_semantic=\u00bbh1&#8243; text_size=\u00bbfontsize-445851&#8243; text_weight=\u00bb500&#8243; text_height=\u00bbfontheight-357766&#8243; text_space=\u00bbfontspace-781688&#8243; css_animation=\u00bbcurtain\u00bb animation_delay=\u00bb400&#8243; uncode_shortcode_id=\u00bb116275&#8243;]Metodologia[\/vc_custom_heading][vc_custom_heading text_font=\u00bbfont-160670&#8243; text_size=\u00bbh3&#8243; text_weight=\u00bb300&#8243; text_height=\u00bbfontheight-357766&#8243; css_animation=\u00bbcurtain\u00bb animation_delay=\u00bb800&#8243; mobile_visibility=\u00bbyes\u00bb uncode_shortcode_id=\u00bb815447&#8243;]Com treballem per gestionar de manera \u00f2ptima el teu patrimoni i inversions[\/vc_custom_heading][vc_empty_space empty_h=\u00bb2&#8243;][vc_icon icon=\u00bbfa fa-arrow-down2&#8243; background_style=\u00bbfa-rounded\u00bb size=\u00bbfa-2x\u00bb icon_automatic=\u00bbyes\u00bb shadow=\u00bbyes\u00bb css_animation=\u00bbalpha-anim\u00bb animation_delay=\u00bb1200&#8243; link=\u00bburl:%23servicios\u00bb uncode_shortcode_id=\u00bb225687&#8243;][\/vc_icon][\/vc_column][\/vc_row][vc_row row_height_percent=\u00bb0&#8243; override_padding=\u00bbyes\u00bb h_padding=\u00bb2&#8243; top_padding=\u00bb5&#8243; bottom_padding=\u00bb2&#8243; back_color=\u00bbcolor-xsdn\u00bb overlay_alpha=\u00bb50&#8243; gutter_size=\u00bb3&#8243; column_width_percent=\u00bb100&#8243; shift_y=\u00bb0&#8243; z_index=\u00bb0&#8243; top_divider=\u00bbstep_1_2&#8243; bottom_divider=\u00bbstep_1_2&#8243; row_name=\u00bbnuestro-proceso\u00bb uncode_shortcode_id=\u00bb851508&#8243; back_color_type=\u00bbuncode-palette\u00bb][vc_column column_width_percent=\u00bb100&#8243; align_horizontal=\u00bbalign_center\u00bb gutter_size=\u00bb2&#8243; override_padding=\u00bbyes\u00bb column_padding=\u00bb0&#8243; overlay_alpha=\u00bb50&#8243; shift_x=\u00bb0&#8243; shift_y=\u00bb0&#8243; shift_y_down=\u00bb0&#8243; z_index=\u00bb0&#8243; medium_width=\u00bb0&#8243; mobile_width=\u00bb0&#8243; radius=\u00bbsm\u00bb width=\u00bb1\/1&#8243; uncode_shortcode_id=\u00bb189795&#8243;][vc_custom_heading heading_semantic=\u00bbh3&#8243; text_size=\u00bbfontsize-155944&#8243; text_height=\u00bbfontheight-357766&#8243; text_space=\u00bbfontspace-781688&#8243; sub_lead=\u00bbyes\u00bb sub_reduced=\u00bbyes\u00bb css_animation=\u00bbcurtain\u00bb animation_delay=\u00bb200&#8243; uncode_shortcode_id=\u00bb994083&#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=\u00bb0&#8243; override_padding=\u00bbyes\u00bb h_padding=\u00bb3&#8243; top_padding=\u00bb3&#8243; bottom_padding=\u00bb3&#8243; overlay_alpha=\u00bb50&#8243; equal_height=\u00bbyes\u00bb gutter_size=\u00bb3&#8243; column_width_percent=\u00bb100&#8243; shift_y=\u00bb0&#8243; z_index=\u00bb0&#8243; uncode_shortcode_id=\u00bb467032&#8243; row_name=\u00bbservicios\u00bb][vc_column column_width_percent=\u00bb100&#8243; gutter_size=\u00bb3&#8243; overlay_alpha=\u00bb50&#8243; shift_x=\u00bb0&#8243; shift_y=\u00bb0&#8243; shift_y_down=\u00bb0&#8243; z_index=\u00bb0&#8243; medium_width=\u00bb0&#8243; mobile_width=\u00bb0&#8243; css_animation=\u00bbbottom-t-top\u00bb width=\u00bb1\/3&#8243; mobile_height=\u00bb340&#8243; uncode_shortcode_id=\u00bb654548&#8243;][vc_icon icon=\u00bbfa fa-magnifying-glass\u00bb icon_color=\u00bbcolor-159012&#8243; size=\u00bbfa-3x\u00bb uncode_shortcode_id=\u00bb145699&#8243; title=\u00bbSenzill i transparent\u00bb icon_color_type=\u00bbuncode-palette\u00bb]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=\u00bb100&#8243; gutter_size=\u00bb3&#8243; overlay_alpha=\u00bb50&#8243; shift_x=\u00bb0&#8243; shift_y=\u00bb0&#8243; shift_y_down=\u00bb0&#8243; z_index=\u00bb0&#8243; medium_width=\u00bb0&#8243; mobile_width=\u00bb0&#8243; css_animation=\u00bbbottom-t-top\u00bb animation_delay=\u00bb200&#8243; width=\u00bb1\/3&#8243; uncode_shortcode_id=\u00bb255887&#8243;][vc_icon icon=\u00bbfa fa-global\u00bb icon_color=\u00bbcolor-159012&#8243; size=\u00bbfa-3x\u00bb uncode_shortcode_id=\u00bb203024&#8243; title=\u00bbGlobal\u00bb icon_color_type=\u00bbuncode-palette\u00bb]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=\u00bb100&#8243; gutter_size=\u00bb3&#8243; overlay_alpha=\u00bb50&#8243; shift_x=\u00bb0&#8243; shift_y=\u00bb0&#8243; shift_y_down=\u00bb0&#8243; z_index=\u00bb0&#8243; medium_width=\u00bb0&#8243; mobile_width=\u00bb0&#8243; css_animation=\u00bbbottom-t-top\u00bb animation_delay=\u00bb400&#8243; width=\u00bb1\/3&#8243; uncode_shortcode_id=\u00bb154086&#8243;][vc_icon icon=\u00bbfa fa-piechart\u00bb icon_color=\u00bbcolor-159012&#8243; size=\u00bbfa-3x\u00bb uncode_shortcode_id=\u00bb826133&#8243; title=\u00bbSense conflicte d&#8217;interessos\u00bb icon_color_type=\u00bbuncode-palette\u00bb]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=\u00bb0&#8243; override_padding=\u00bbyes\u00bb h_padding=\u00bb3&#8243; top_padding=\u00bb1&#8243; bottom_padding=\u00bb5&#8243; overlay_alpha=\u00bb50&#8243; equal_height=\u00bbyes\u00bb gutter_size=\u00bb3&#8243; column_width_percent=\u00bb100&#8243; shift_y=\u00bb0&#8243; z_index=\u00bb0&#8243; uncode_shortcode_id=\u00bb743420&#8243; row_name=\u00bbservicios\u00bb][vc_column column_width_percent=\u00bb100&#8243; gutter_size=\u00bb3&#8243; overlay_alpha=\u00bb50&#8243; shift_x=\u00bb0&#8243; shift_y=\u00bb0&#8243; shift_y_down=\u00bb0&#8243; z_index=\u00bb0&#8243; medium_width=\u00bb0&#8243; mobile_width=\u00bb0&#8243; css_animation=\u00bbbottom-t-top\u00bb animation_delay=\u00bb600&#8243; width=\u00bb1\/3&#8243; mobile_height=\u00bb340&#8243; uncode_shortcode_id=\u00bb192867&#8243;][vc_icon icon=\u00bbfa fa-users2&#8243; icon_color=\u00bbcolor-159012&#8243; size=\u00bbfa-3x\u00bb uncode_shortcode_id=\u00bb163702&#8243; title=\u00bbPersonalitzat\u00bb icon_color_type=\u00bbuncode-palette\u00bb]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=\u00bb100&#8243; gutter_size=\u00bb3&#8243; overlay_alpha=\u00bb50&#8243; shift_x=\u00bb0&#8243; shift_y=\u00bb0&#8243; shift_y_down=\u00bb0&#8243; z_index=\u00bb0&#8243; medium_width=\u00bb0&#8243; mobile_width=\u00bb0&#8243; css_animation=\u00bbbottom-t-top\u00bb animation_speed=\u00bb400&#8243; animation_delay=\u00bb800&#8243; width=\u00bb1\/3&#8243; uncode_shortcode_id=\u00bb681860&#8243;][vc_icon icon=\u00bbfa fa-shield2&#8243; icon_color=\u00bbcolor-159012&#8243; size=\u00bbfa-3x\u00bb uncode_shortcode_id=\u00bb444425&#8243; title=\u00bbConfidencial\u00bb icon_color_type=\u00bbuncode-palette\u00bb]Mantenim el secret professional, la discreci\u00f3 \u00e9s essencial a la nostra feina.[\/vc_icon][\/vc_column][vc_column column_width_percent=\u00bb100&#8243; gutter_size=\u00bb3&#8243; overlay_alpha=\u00bb50&#8243; shift_x=\u00bb0&#8243; shift_y=\u00bb0&#8243; shift_y_down=\u00bb0&#8243; z_index=\u00bb0&#8243; medium_width=\u00bb0&#8243; mobile_width=\u00bb0&#8243; css_animation=\u00bbbottom-t-top\u00bb animation_delay=\u00bb1000&#8243; width=\u00bb1\/3&#8243; uncode_shortcode_id=\u00bb178481&#8243;][vc_icon icon=\u00bbfa fa-heart5&#8243; icon_color=\u00bbcolor-159012&#8243; size=\u00bbfa-3x\u00bb uncode_shortcode_id=\u00bb166326&#8243; title=\u00bbEmocions i inversions\u00bb icon_color_type=\u00bbuncode-palette\u00bb]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=\u00bb0&#8243; override_padding=\u00bbyes\u00bb h_padding=\u00bb2&#8243; top_padding=\u00bb7&#8243; bottom_padding=\u00bb7&#8243; back_color=\u00bbcolor-159012&#8243; overlay_alpha=\u00bb50&#8243; gutter_size=\u00bb3&#8243; column_width_percent=\u00bb100&#8243; shift_y=\u00bb0&#8243; z_index=\u00bb0&#8243; top_divider=\u00bbstep_1_2&#8243; bottom_divider=\u00bbstep_1_2&#8243; row_name=\u00bbservicios\u00bb uncode_shortcode_id=\u00bb623969&#8243; back_color_type=\u00bbuncode-palette\u00bb][vc_column column_width_percent=\u00bb100&#8243; gutter_size=\u00bb2&#8243; override_padding=\u00bbyes\u00bb column_padding=\u00bb0&#8243; style=\u00bbdark\u00bb overlay_alpha=\u00bb50&#8243; shift_x=\u00bb0&#8243; shift_y=\u00bb0&#8243; shift_y_down=\u00bb0&#8243; z_index=\u00bb0&#8243; medium_width=\u00bb0&#8243; mobile_width=\u00bb0&#8243; radius=\u00bbsm\u00bb width=\u00bb1\/2&#8243; uncode_shortcode_id=\u00bb547576&#8243;][vc_custom_heading heading_semantic=\u00bbh3&#8243; text_size=\u00bbfontsize-155944&#8243; text_height=\u00bbfontheight-357766&#8243; text_space=\u00bbfontspace-781688&#8243; sub_lead=\u00bbyes\u00bb sub_reduced=\u00bbyes\u00bb css_animation=\u00bbcurtain\u00bb animation_delay=\u00bb200&#8243; uncode_shortcode_id=\u00bb108298&#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=\u00bb100&#8243; gutter_size=\u00bb3&#8243; style=\u00bbdark\u00bb overlay_alpha=\u00bb50&#8243; shift_x=\u00bb0&#8243; shift_y=\u00bb0&#8243; shift_y_down=\u00bb0&#8243; z_index=\u00bb0&#8243; medium_width=\u00bb0&#8243; mobile_width=\u00bb0&#8243; width=\u00bb1\/2&#8243; uncode_shortcode_id=\u00bb315834&#8243;][uncode_list larger=\u00bbyes\u00bb icon=\u00bbfa fa-check\u00bb icon_color=\u00bbcolor-xsdn\u00bb css_animation=\u00bbright-t-left\u00bb animation_delay=\u00bb400&#8243; uncode_shortcode_id=\u00bb192309&#8243; icon_color_type=\u00bbuncode-palette\u00bb]<\/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=\u00bb0&#8243; override_padding=\u00bbyes\u00bb h_padding=\u00bb2&#8243; top_padding=\u00bb5&#8243; bottom_padding=\u00bb2&#8243; back_color=\u00bbcolor-xsdn\u00bb overlay_alpha=\u00bb50&#8243; gutter_size=\u00bb3&#8243; column_width_percent=\u00bb100&#8243; shift_y=\u00bb0&#8243; z_index=\u00bb0&#8243; top_divider=\u00bbstep_1_2&#8243; bottom_divider=\u00bbstep_1_2&#8243; row_name=\u00bbservicios\u00bb uncode_shortcode_id=\u00bb562578&#8243; back_color_type=\u00bbuncode-palette\u00bb][vc_column column_width_percent=\u00bb100&#8243; align_horizontal=\u00bbalign_center\u00bb gutter_size=\u00bb2&#8243; override_padding=\u00bbyes\u00bb column_padding=\u00bb0&#8243; overlay_alpha=\u00bb50&#8243; shift_x=\u00bb0&#8243; shift_y=\u00bb0&#8243; shift_y_down=\u00bb0&#8243; z_index=\u00bb0&#8243; medium_width=\u00bb0&#8243; mobile_width=\u00bb0&#8243; radius=\u00bbsm\u00bb width=\u00bb1\/1&#8243; uncode_shortcode_id=\u00bb189795&#8243;][vc_custom_heading heading_semantic=\u00bbh3&#8243; text_size=\u00bbfontsize-155944&#8243; text_height=\u00bbfontheight-357766&#8243; text_space=\u00bbfontspace-781688&#8243; sub_lead=\u00bbyes\u00bb sub_reduced=\u00bbyes\u00bb css_animation=\u00bbcurtain\u00bb animation_delay=\u00bb200&#8243; uncode_shortcode_id=\u00bb777772&#8243; subheading=\u00bbCom ho fem\u00bb]<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=\u00bb0&#8243; override_padding=\u00bbyes\u00bb h_padding=\u00bb2&#8243; top_padding=\u00bb2&#8243; bottom_padding=\u00bb2&#8243; overlay_alpha=\u00bb50&#8243; gutter_size=\u00bb3&#8243; column_width_percent=\u00bb100&#8243; shift_y=\u00bb0&#8243; z_index=\u00bb0&#8243; uncode_shortcode_id=\u00bb163252&#8243; row_name=\u00bbanalisis-diagnostico\u00bb][vc_column column_width_percent=\u00bb100&#8243; gutter_size=\u00bb3&#8243; overlay_alpha=\u00bb50&#8243; shift_x=\u00bb0&#8243; shift_y=\u00bb0&#8243; shift_y_down=\u00bb0&#8243; z_index=\u00bb0&#8243; medium_width=\u00bb0&#8243; mobile_width=\u00bb0&#8243; css_animation=\u00bbbottom-t-top\u00bb width=\u00bb1\/1&#8243; uncode_shortcode_id=\u00bb200143&#8243;][vc_icon icon=\u00bbfa fa-bargraph\u00bb icon_color=\u00bbaccent\u00bb size=\u00bbfa-4x\u00bb text_size=\u00bbh2&#8243; text_lead=\u00bbyes\u00bb uncode_shortcode_id=\u00bb166869&#8243; title=\u00bbAn\u00e0lisi i diagn\u00f2stic\u00bb icon_color_type=\u00bbuncode-palette\u00bb el_class=\u00bbllista-gran\u00bb]<\/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=\u00bbyes\u00bb sign=\u00bbplus\u00bb active_tab=\u00bb0&#8243;][vc_accordion_tab gutter_size=\u00bb3&#8243; column_padding=\u00bb2&#8243; tab_id=\u00bb1629362986-1-32&#8243; slug=\u00bbANALISIS Y DIAGN\u00d3STICO\u00bb title=\u00bbVEURE M\u00c9S\u00bb][vc_row_inner][vc_column_inner width=\u00bb2\/3&#8243;][vc_custom_heading heading_semantic=\u00bbh3&#8243; text_size=\u00bbh4&#8243; text_height=\u00bbfontheight-357766&#8243; uncode_shortcode_id=\u00bb101880&#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=\u00bbfa fa-check\u00bb icon_color=\u00bbcolor-159012&#8243; uncode_shortcode_id=\u00bb774748&#8243; icon_color_type=\u00bbuncode-palette\u00bb]<\/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=\u00bb100&#8243; gutter_size=\u00bb3&#8243; overlay_alpha=\u00bb50&#8243; shift_x=\u00bb0&#8243; shift_y=\u00bb0&#8243; shift_y_down=\u00bb0&#8243; z_index=\u00bb0&#8243; medium_width=\u00bb0&#8243; mobile_width=\u00bb0&#8243; width=\u00bb1\/3&#8243; uncode_shortcode_id=\u00bb148923&#8243;][\/vc_column_inner][\/vc_row_inner][\/vc_accordion_tab][\/vc_accordion][\/vc_column][\/vc_row][vc_row row_height_percent=\u00bb0&#8243; override_padding=\u00bbyes\u00bb h_padding=\u00bb2&#8243; top_padding=\u00bb2&#8243; bottom_padding=\u00bb2&#8243; overlay_alpha=\u00bb50&#8243; gutter_size=\u00bb3&#8243; column_width_percent=\u00bb100&#8243; shift_y=\u00bb0&#8243; z_index=\u00bb0&#8243; uncode_shortcode_id=\u00bb156284&#8243; row_name=\u00bbobjetivos-y-estrategia\u00bb][vc_column column_width_percent=\u00bb100&#8243; gutter_size=\u00bb3&#8243; overlay_alpha=\u00bb50&#8243; shift_x=\u00bb0&#8243; shift_y=\u00bb0&#8243; shift_y_down=\u00bb0&#8243; z_index=\u00bb0&#8243; medium_width=\u00bb0&#8243; mobile_width=\u00bb0&#8243; css_animation=\u00bbbottom-t-top\u00bb width=\u00bb1\/1&#8243; uncode_shortcode_id=\u00bb200143&#8243;][vc_icon icon=\u00bbfa fa-target2&#8243; icon_color=\u00bbaccent\u00bb size=\u00bbfa-4x\u00bb text_size=\u00bbh2&#8243; text_lead=\u00bbyes\u00bb uncode_shortcode_id=\u00bb138864&#8243; title=\u00bbObjectius i estrat\u00e8gia\u00bb icon_color_type=\u00bbuncode-palette\u00bb el_class=\u00bbllista-gran\u00bb]<\/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=\u00bbyes\u00bb sign=\u00bbplus\u00bb active_tab=\u00bb0&#8243;][vc_accordion_tab gutter_size=\u00bb3&#8243; column_padding=\u00bb2&#8243; tab_id=\u00bb1629362986-1-32&#8243; slug=\u00bbOBJETIVOS Y ESTRATEGIA\u00bb title=\u00bbVEURE M\u00c9S\u00bb][vc_row_inner][vc_column_inner width=\u00bb2\/3&#8243;][vc_custom_heading heading_semantic=\u00bbh3&#8243; text_size=\u00bbh3&#8243; text_height=\u00bbfontheight-357766&#8243; uncode_shortcode_id=\u00bb632683&#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=\u00bbfa fa-check\u00bb icon_color=\u00bbcolor-159012&#8243; uncode_shortcode_id=\u00bb115236&#8243; icon_color_type=\u00bbuncode-palette\u00bb]<\/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=\u00bb100&#8243; gutter_size=\u00bb3&#8243; overlay_alpha=\u00bb50&#8243; shift_x=\u00bb0&#8243; shift_y=\u00bb0&#8243; shift_y_down=\u00bb0&#8243; z_index=\u00bb0&#8243; medium_width=\u00bb0&#8243; mobile_width=\u00bb0&#8243; width=\u00bb1\/3&#8243; uncode_shortcode_id=\u00bb148923&#8243;][\/vc_column_inner][\/vc_row_inner][\/vc_accordion_tab][\/vc_accordion][\/vc_column][\/vc_row][vc_row row_height_percent=\u00bb0&#8243; override_padding=\u00bbyes\u00bb h_padding=\u00bb2&#8243; top_padding=\u00bb2&#8243; bottom_padding=\u00bb2&#8243; overlay_alpha=\u00bb50&#8243; gutter_size=\u00bb3&#8243; column_width_percent=\u00bb100&#8243; shift_y=\u00bb0&#8243; z_index=\u00bb0&#8243; uncode_shortcode_id=\u00bb165698&#8243; row_name=\u00bbinversion-y-ejecucion\u00bb][vc_column column_width_percent=\u00bb100&#8243; gutter_size=\u00bb3&#8243; overlay_alpha=\u00bb50&#8243; shift_x=\u00bb0&#8243; shift_y=\u00bb0&#8243; shift_y_down=\u00bb0&#8243; z_index=\u00bb0&#8243; medium_width=\u00bb0&#8243; mobile_width=\u00bb0&#8243; css_animation=\u00bbbottom-t-top\u00bb width=\u00bb1\/1&#8243; uncode_shortcode_id=\u00bb200143&#8243;][vc_icon icon=\u00bbfa fa-map5&#8243; icon_color=\u00bbaccent\u00bb size=\u00bbfa-4x\u00bb text_size=\u00bbh2&#8243; text_lead=\u00bbyes\u00bb uncode_shortcode_id=\u00bb647602&#8243; title=\u00bbInversi\u00f3 i execuci\u00f3\u00bb icon_color_type=\u00bbuncode-palette\u00bb el_class=\u00bbllista-gran\u00bb]<\/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=\u00bbyes\u00bb sign=\u00bbplus\u00bb active_tab=\u00bb0&#8243;][vc_accordion_tab gutter_size=\u00bb3&#8243; column_padding=\u00bb2&#8243; tab_id=\u00bb1629362986-1-32&#8243; slug=\u00bbINVERSI\u00d3N Y EJECUCI\u00d3N\u00bb title=\u00bbVEURE M\u00c9S\u00bb][vc_row_inner][vc_column_inner width=\u00bb2\/3&#8243;][vc_custom_heading heading_semantic=\u00bbh3&#8243; text_size=\u00bbh4&#8243; text_height=\u00bbfontheight-357766&#8243; uncode_shortcode_id=\u00bb255758&#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=\u00bbfa fa-check\u00bb icon_color=\u00bbcolor-159012&#8243; uncode_shortcode_id=\u00bb181089&#8243; icon_color_type=\u00bbuncode-palette\u00bb]<\/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=\u00bbfa fa-check\u00bb icon_color=\u00bbaccent\u00bb uncode_shortcode_id=\u00bb196697&#8243; icon_color_type=\u00bbuncode-palette\u00bb]<\/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=\u00bb100&#8243; gutter_size=\u00bb3&#8243; overlay_alpha=\u00bb50&#8243; shift_x=\u00bb0&#8243; shift_y=\u00bb0&#8243; shift_y_down=\u00bb0&#8243; z_index=\u00bb0&#8243; medium_width=\u00bb0&#8243; mobile_width=\u00bb0&#8243; width=\u00bb1\/3&#8243; uncode_shortcode_id=\u00bb148923&#8243;][\/vc_column_inner][\/vc_row_inner][\/vc_accordion_tab][\/vc_accordion][\/vc_column][\/vc_row][vc_row row_height_percent=\u00bb0&#8243; override_padding=\u00bbyes\u00bb h_padding=\u00bb2&#8243; top_padding=\u00bb2&#8243; bottom_padding=\u00bb5&#8243; overlay_alpha=\u00bb50&#8243; gutter_size=\u00bb3&#8243; column_width_percent=\u00bb100&#8243; shift_y=\u00bb0&#8243; z_index=\u00bb0&#8243; uncode_shortcode_id=\u00bb173781&#8243; row_name=\u00bbseguimiento-y-reporting\u00bb][vc_column column_width_percent=\u00bb100&#8243; gutter_size=\u00bb3&#8243; overlay_alpha=\u00bb50&#8243; shift_x=\u00bb0&#8243; shift_y=\u00bb0&#8243; shift_y_down=\u00bb0&#8243; z_index=\u00bb0&#8243; medium_width=\u00bb0&#8243; mobile_width=\u00bb0&#8243; css_animation=\u00bbbottom-t-top\u00bb width=\u00bb1\/1&#8243; uncode_shortcode_id=\u00bb200143&#8243;][vc_icon icon=\u00bbfa fa-refresh2&#8243; icon_color=\u00bbaccent\u00bb size=\u00bbfa-4x\u00bb text_size=\u00bbh2&#8243; text_lead=\u00bbyes\u00bb uncode_shortcode_id=\u00bb834322&#8243; title=\u00bbSeguiment i reporting\u00bb icon_color_type=\u00bbuncode-palette\u00bb el_class=\u00bbllista-gran\u00bb]<\/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=\u00bbyes\u00bb sign=\u00bbplus\u00bb active_tab=\u00bb0&#8243;][vc_accordion_tab gutter_size=\u00bb3&#8243; column_padding=\u00bb2&#8243; tab_id=\u00bb1629362986-1-32&#8243; slug=\u00bbSEGUIMIENTO Y REPORTING\u00bb title=\u00bbVEURE M\u00c9S\u00bb][vc_row_inner][vc_column_inner width=\u00bb2\/3&#8243;][vc_custom_heading heading_semantic=\u00bbh3&#8243; text_size=\u00bbh4&#8243; text_height=\u00bbfontheight-357766&#8243; uncode_shortcode_id=\u00bb125650&#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=\u00bbfa fa-check\u00bb icon_color=\u00bbcolor-159012&#8243; uncode_shortcode_id=\u00bb365205&#8243; icon_color_type=\u00bbuncode-palette\u00bb]<\/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=\u00bb100&#8243; gutter_size=\u00bb3&#8243; overlay_alpha=\u00bb50&#8243; shift_x=\u00bb0&#8243; shift_y=\u00bb0&#8243; shift_y_down=\u00bb0&#8243; z_index=\u00bb0&#8243; medium_width=\u00bb0&#8243; mobile_width=\u00bb0&#8243; width=\u00bb1\/3&#8243; uncode_shortcode_id=\u00bb148923&#8243;][\/vc_column_inner][\/vc_row_inner][\/vc_accordion_tab][\/vc_accordion][\/vc_column][\/vc_row][vc_row row_height_percent=\u00bb65&#8243; back_image=\u00bb88633&#8243; back_repeat=\u00bbno-repeat\u00bb back_position=\u00bbcenter bottom\u00bb parallax=\u00bbyes\u00bb overlay_color=\u00bbcolor-jevc\u00bb overlay_alpha=\u00bb75&#8243; gutter_size=\u00bb3&#8243; column_width_percent=\u00bb100&#8243; shift_y=\u00bb0&#8243; z_index=\u00bb0&#8243; uncode_shortcode_id=\u00bb425614&#8243; overlay_color_type=\u00bbuncode-palette\u00bb][vc_column column_width_percent=\u00bb75&#8243; position_vertical=\u00bbmiddle\u00bb align_horizontal=\u00bbalign_center\u00bb gutter_size=\u00bb3&#8243; style=\u00bbdark\u00bb overlay_alpha=\u00bb50&#8243; shift_x=\u00bb0&#8243; shift_y=\u00bb0&#8243; shift_y_down=\u00bb0&#8243; z_index=\u00bb0&#8243; medium_width=\u00bb0&#8243; mobile_width=\u00bb0&#8243; width=\u00bb1\/1&#8243; uncode_shortcode_id=\u00bb198145&#8243;][vc_custom_heading text_size=\u00bbfontsize-155944&#8243; text_weight=\u00bb500&#8243; uncode_shortcode_id=\u00bb498938&#8243; subheading=\u00bb- Robert Collier\u00bb]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=\u00bb0&#8243; override_padding=\u00bbyes\u00bb h_padding=\u00bb2&#8243; top_padding=\u00bb5&#8243; bottom_padding=\u00bb2&#8243; back_color=\u00bbcolor-lxmt\u00bb overlay_alpha=\u00bb50&#8243; gutter_size=\u00bb3&#8243; column_width_percent=\u00bb100&#8243; shift_y=\u00bb0&#8243; z_index=\u00bb0&#8243; top_divider=\u00bbstep_1_2&#8243; bottom_divider=\u00bbstep_1_2&#8243; desktop_visibility=\u00bbyes\u00bb medium_visibility=\u00bbyes\u00bb mobile_visibility=\u00bbyes\u00bb row_name=\u00bbservicios\u00bb uncode_shortcode_id=\u00bb378211&#8243; back_color_type=\u00bbuncode-palette\u00bb][vc_column column_width_percent=\u00bb100&#8243; align_horizontal=\u00bbalign_center\u00bb gutter_size=\u00bb2&#8243; override_padding=\u00bbyes\u00bb column_padding=\u00bb0&#8243; overlay_alpha=\u00bb50&#8243; shift_x=\u00bb0&#8243; shift_y=\u00bb0&#8243; shift_y_down=\u00bb0&#8243; z_index=\u00bb0&#8243; medium_width=\u00bb0&#8243; mobile_width=\u00bb0&#8243; radius=\u00bbsm\u00bb width=\u00bb1\/1&#8243; uncode_shortcode_id=\u00bb189795&#8243;][vc_custom_heading heading_semantic=\u00bbh3&#8243; text_size=\u00bbfontsize-155944&#8243; text_height=\u00bbfontheight-357766&#8243; text_space=\u00bbfontspace-781688&#8243; sub_lead=\u00bbyes\u00bb sub_reduced=\u00bbyes\u00bb css_animation=\u00bbcurtain\u00bb animation_delay=\u00bb200&#8243; uncode_shortcode_id=\u00bb190612&#8243; subheading=\u00bbPassos a seguir\u00bb]<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=\u00bb0&#8243; override_padding=\u00bbyes\u00bb h_padding=\u00bb2&#8243; top_padding=\u00bb2&#8243; bottom_padding=\u00bb4&#8243; back_color=\u00bbcolor-lxmt\u00bb overlay_alpha=\u00bb50&#8243; gutter_size=\u00bb3&#8243; column_width_percent=\u00bb100&#8243; shift_y=\u00bb0&#8243; z_index=\u00bb0&#8243; desktop_visibility=\u00bbyes\u00bb medium_visibility=\u00bbyes\u00bb mobile_visibility=\u00bbyes\u00bb uncode_shortcode_id=\u00bb229906&#8243; back_color_type=\u00bbuncode-palette\u00bb][vc_column width=\u00bb1\/1&#8243;][vc_accordion typography=\u00bbyes\u00bb sign=\u00bbplus\u00bb active_tab=\u00bb0&#8243;][vc_accordion_tab gutter_size=\u00bb2&#8243; column_padding=\u00bb2&#8243; title=\u00bbEstrat\u00e8gia d&#8217;inversi\u00f3\u00bb tab_id=\u00bb1636362152-1-76&#8243; slug=\u00bbEstrategia de inversi\u00f3n\u00bb][uncode_list icon=\u00bbfa fa-check\u00bb icon_color=\u00bbcolor-159012&#8243; uncode_shortcode_id=\u00bb359268&#8243; icon_color_type=\u00bbuncode-palette\u00bb]<\/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=\u00bb2&#8243; column_padding=\u00bb2&#8243; title=\u00bbSelecci\u00f3 de bancs\u00bb tab_id=\u00bb1636362152-2-32&#8243; slug=\u00bbSelecci\u00f3n de bancos\u00bb][uncode_list icon=\u00bbfa fa-check\u00bb icon_color=\u00bbcolor-159012&#8243; uncode_shortcode_id=\u00bb166999&#8243; icon_color_type=\u00bbuncode-palette\u00bb]<\/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=\u00bb2&#8243; column_padding=\u00bb2&#8243; title=\u00bbSelecci\u00f3 de productes\u00bb tab_id=\u00bb1636362152-2-32&#8243; slug=\u00bbSelecci\u00f3n de productos\u00bb][uncode_list icon=\u00bbfa fa-check\u00bb icon_color=\u00bbcolor-159012&#8243; uncode_shortcode_id=\u00bb110322&#8243; icon_color_type=\u00bbuncode-palette\u00bb]<\/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=\u00bb2&#8243; column_padding=\u00bb2&#8243; title=\u00bbRecomanaci\u00f3 d&#8217;inversi\u00f3\u00bb tab_id=\u00bb1636362152-2-32&#8243; slug=\u00bbRecomendaci\u00f3n de inversi\u00f3n\u00bb][uncode_list icon=\u00bbfa fa-check\u00bb icon_color=\u00bbcolor-159012&#8243; uncode_shortcode_id=\u00bb786784&#8243; icon_color_type=\u00bbuncode-palette\u00bb]<\/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=\u00bb2&#8243; column_padding=\u00bb2&#8243; title=\u00bbImplementaci\u00f3 i seguiment de les inversions\u00bb tab_id=\u00bb1636362152-2-32&#8243; slug=\u00bbImplementaci\u00f3n y seguimiento de las inversiones\u00bb][uncode_list icon=\u00bbfa fa-check\u00bb icon_color=\u00bbcolor-159012&#8243; uncode_shortcode_id=\u00bb172811&#8243; icon_color_type=\u00bbuncode-palette\u00bb]<\/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=\u00bb2&#8243; column_padding=\u00bb2&#8243; title=\u00bbAuditoria dels seus comptes bancaris\u00bb tab_id=\u00bb1636362152-2-32&#8243; slug=\u00bbAuditoria de sus cuentas bancarias\u00bb][uncode_list icon=\u00bbfa fa-check\u00bb icon_color=\u00bbcolor-159012&#8243; uncode_shortcode_id=\u00bb755939&#8243; icon_color_type=\u00bbuncode-palette\u00bb]<\/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=\u00bb2&#8243; column_padding=\u00bb2&#8243; title=\u00bbControl de riscos\u00bb tab_id=\u00bb1636362152-2-32&#8243; slug=\u00bbControl de riesgos\u00bb][uncode_list icon=\u00bbfa fa-check\u00bb icon_color=\u00bbcolor-159012&#8243; uncode_shortcode_id=\u00bb357101&#8243; icon_color_type=\u00bbuncode-palette\u00bb]<\/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=\u00bb2&#8243; column_padding=\u00bb2&#8243; title=\u00bbControl de costos\u00bb tab_id=\u00bb1636362152-2-32&#8243; slug=\u00bbControl de costes\u00bb][uncode_list icon=\u00bbfa fa-check\u00bb icon_color=\u00bbcolor-159012&#8243; uncode_shortcode_id=\u00bb435956&#8243; icon_color_type=\u00bbuncode-palette\u00bb]<\/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=\u00bb2&#8243; column_padding=\u00bb2&#8243; title=\u00bbAltres serveis\u00bb tab_id=\u00bb1636362152-2-32&#8243; slug=\u00bbOtros servicios\u00bb][uncode_list icon=\u00bbfa fa-check\u00bb icon_color=\u00bbcolor-159012&#8243; uncode_shortcode_id=\u00bb127544&#8243; icon_color_type=\u00bbuncode-palette\u00bb]<\/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=\u00bb100&#8243; 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