Baluarte: Best Investment Management Team Portugal 2022

Multi-family office Baluarte provides independent investment advisory to private, corporate and institutional clients across Portugal, Italy and Spain. The firm is led by managing partner Pedro Silveira Assis, a seasoned veteran of the investment industry since 1993. Baluarte partner Miguel Cordovil combines years of experience in banking, business development and risk management to help private clients preserve their wealth. Rita González, the Baluarte partner who oversees investment strategy, has worked in capital markets for two decades. Over the past year, she has solidified her reputation as a thought leader of investment management. She has been featured in Iberian publications, where she shared analysis and insight on evolving market situations. Baluarte partners collaborate to ensure client needs remain at the front and centre of the business. The firm operates among the top five percent of national SMEs. The team analyses each client’s financial situation to define their goals and risk profile. They suggest the best investment strategy according to risk profiles and market conditions, then prepare all necessary trade information for transmission upon clients’ approval. They monitor portfolios and propose preventive or corrective measures whenever necessary. Each client has a dedicated financial advisor, and institutional clients can request a team member to accompany investment committee meetings. The CFI.co judging panel was impressed by Baluarte’s progress over the past year — and its development plans for the next twelve months. Baluarte, a repeat programme winner, claims the 2022 award for the Best Investment Management Team in Portugal.