2.239 CLIENTS
28 YEARS EXPERIENCE
3.402 M € OF ASSETS UNDER MANAGEMENT

WEALTH MANAGEMENT

Wealth management

EDM offers wealth management plans through a management contract regulating EDM’s authorisation and duties with respect to their clients.

Investment funds

EDM basically uses its investment funds for individual clients due to their financial advantages, and the possibilities of diversification and flexibility.

Pension funds

EDM offers its customers Pension Funds with different investment possibilities adapted to the profile of each investor. This section provides details of their nature, their results and how the investment process works.

ASSET MANAGEMENT

EDM Strategy

Invests in the main European stock markets with a view to long term capital gains. Emphasis is placed on the values of sustainable growth and high capitalisation and liquidity. Low rotation and mid-term horizon. It actively manages positions in different companies in accordance with their growth expectations and their evaluation.

EDM Inversión

Invests exclusively in the Spanish stock market in order to obtain long term capital gains reducing risk for the investor. The company actively manages positions in different companies in accordance with their expectations for growth and their evaluation.

EDM Ahorro

The Fund invests Fixed Income in euros. It actively manages maturity profiles in accordance with expectations for interest rates and credit quality of issuers.

EDM Latam

Invests not only in securities in Latin American markets, but also in companies in any country with their main business mainly dependent on income obtained in Latin America.

A wealth manager with its own clearly defined style developed over the last 25 years.

On our 25 Anniversary we would like to highlight the main features of our work: team spirit, long term vision and sustainable endeavour.

EUSEBIO DIAZ-MORERA
EDM presidente

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ONCE AGAIN THIS YEAR OUR EXCELLENT FUND MANAGEMENT HAS BEEN RECOGNISED

EDM INVERSIÓN

Expansión - Allfounds
Best Spanish Variable Income Fund
2013

EDM INVERSIÓN

BME Base IBEX
Best Spanish Variable Income Fund
2012