Asset management
OUR COMPANY
What do we do?
As financial advisors, we seek to provide an excellent asset management service and help our clients
in determining rational financial expectations, with the objective of defining a plan that improves
their health and financial well-being. The investor (whether individual or institutional) can rely on the commitment and integrity of DAU to achieve its goals.
Our duty will always be our client´s interest.
services
What services do we offer?
Wealth Management
Depending on the investor profile and the market situation, we decide the best alternative between different asset classes at a competitive cost.
Corporate
Banking
We help companies with their short and long-term financial needs in the changing contexts they face.
Family
Office
Comprehensive treatment of the different aspects that make up the management of large net worths.
TEAM
Who we are?
Juan
Troncoso
Managing
Partner
Degree in Business Economics & CFA charterholder. With over 23 years of experience in leadership positions at Dow Chemical, Banco BICE and Quinto Inversiones. He has developed his career in ARG, BR and USA.
Paula
Dick
Analyst
Degree in Business Administration. During 14 years she developed key accounting and finance roles for US, CA, BR in ExxonMobil and Hexagon Metrology.
Carolina
Carrara
Executive
assistant
Degree in Business Administration. 15+ years of experience in HR consulting (Voyer Int BR, Valuar ARG) and expats relocation in UK, BR and USA.
DIFFERENTIAL
Why to choose us?
Experience
and capacity
Years of professional experience and study at the service of our clients.
Transparency
and integrity
Procedures based on fiduciary duty: accessible costs are clearly identified while communication and openness with investors are total.
Plans implemented in a systematized way
Valuation is our North when deciding on asset allocations.
CONTACT
How to contact us?
Contact us
Registered Agent (Agente Productor) registered under N° 2302 by the National Securities Commission in ARG (Comisión Nacional de Valores, CNV)
All rights reserved – 2024