INVESTMENT ADVISORY

Baluarte

CMVM

Welcome to Baluarte.

We help individual investors, families and institutions protect their wealth and achieve their financial goals.

We are a financial intermediary registered with and supervised by CMVM that fulfils the need for investment advice of international standards based on the values of independence, transparency, experience, efficiency and dedication.

Our team has over 20 years of experience in investment management.

We would be delighted to meet you.

Service

Baluarte is completely focused on investment advisory. Focusing on one service allows us to perfect every detail. Through Baluarte you will have access to a wide range of markets and international investment funds with maximum operational and cost efficiency. With us you will benefit from:

  • Analysis of your financial situation

  • Financial expression of your life goals

  • Definition of your risk profile

  • Definition of the ideal structure for your financial assets

  • Definition of the most adequate investment strategy considering the market environment and your specific profile

  • Selection of the financial instruments to use in building your investment portfolio

  • Preparing all necessary trade information for your approval and transmitting it to the financial intermediary (bank) of your choice

  • Continuous follow up of your portfolio, with analysis of any deviation from parameters and goals and proposal of both preventive and corrective measures

  • Portfolio reports, including valuation, trade recap and performance analysis

  • Macroeconomic and market review and outlook

  • Your own financial advisor, always available

  • Our institutional clients may request that a member of our team accompanies them in their meetings and investment committees


If and when necessary, Baluarte brings its clients together with its legal advisors to ensure the most rigorous advise in all areas.

Advantages

Independence
Independent from any economic group and wholly dedicated to investment advisory, all we care about is you
Resources
The most advanced information systems, used by the largest advisors and international investment managers
Security
We advise on your investments, your bank provides asset custody and safe keeping, and everything is done with your prior knowledge and consent
Transparency
All costs are clearly presented to you and we do not receive any incentives or retrocessions from either banks of fund managers – if we recommend an investment it’s because it is good for you
Experience
For the last 20 years our team has been managing mutual and pension funds, and advising banks and institutional investors
Efficiency
We give you access to investment products and services at the lowest cost, net of incentives and retrocessions, or else we make sure they are credited back to you
Global reach
We offer access to investment opportunities in the whole world and specialized mutual funds managed by the best international fund managers
Dedication
Our clients reward us over time for our continued advice, so we have to deserve their trust every day

Business Partners

Team

Baluarte’s partners have more than 20 years’ investment experience, including:

  • Mutual and pension fund management, including International investment manager selection
  • Advising foundations and family offices, as well as fund managers, pension funds and insurance companies

Pedro Silveira Assis

Managing Partner


With a university degree in Business Administration from the Portuguese Catholic University in Lisbon, from 1993 managed mutual funds, was head of fixed income and a member of the investment committee of the leading investment manager in Portugal. From 2001 was a director of the Portuguese branch of the largest European investment manager, and from 2009 onwards was the deputy head of its Iberian business. During this time he advised institutional investors and banks distributing investment products to mass affluent and HNWIs.

Rita González

Partner – Investments


With a degree in Economics from Universidade Nova de Lisboa and a MBA from Universidade Católica Portuguesa, has more than 19 years’ experience in capital markets and investment management for High Net Worth Individuals (HNWIs). Before joining Baluarte, led the markets department of the Portuguese branch of a large international bank. In that capacity, was in charge of coordinating the investment team as well as defining and implementing investment product policy and strategy.

Miguel Cordovil

Partner – Private Clients


With a degree in Business Administration from Universidade Livre de Lisboa in 1985, has more than 25 years’ experience in commercial and retail banking, having spent the last 10 years before joining Baluarte in the Private Banking unit of one of the largest international banks operating in Portugal. He complements his business development experience with that acquired while coordinating the activities of money laundering prevention, compliance and risk management in a Private Banking environment.

Artur Vieira, CFA

Business Development


With a degree in Finance from Instituto Superior de Economia e Gestão in 2007, is a CFA charterholder since 2016. Has over 10 years’ experience in capital markets and financial asset management, having started his carrier with the largest Portuguese private financial group, where he was a manager of bond mutual funds and retirement savings plans. Before joining Baluarte, was in South Africa in charge of business development for a prestigious investment bank.

Contacts