Wealth management
Right from the moment of its foundation EDM has offered a discretionary investment portfolio management service on an exclusive basis. The managed portfolios are structured under its traditional selection style based on a fundamental analysis.
This approach allows two different types of portfolios to be built up, some designed to generate revenue and others to build up capital over a longer term.
Asset Management
EDM has been a trailblazer in the use of UCITS funds and variable-capital investment companies [SICAV in Spanish initials]) as portfolio-structuring investment vehicles, both for private individuals and institutional investors.
Its UCITS are regulated rated as among the best in its segment.
