MIAMI--(BUSINESS WIRE)--The following interview appeared in the June-July edition of The New Europe magazine:
In the current economic climate the importance of working with a financial advisor has taken renewed importance.
Davos Financial Group is an independent advisor offering clients a universal range of products and services to make safe and transparent investment. The New Europe spoke to the Wealth Management team, David Osio (CEO), Gustavo Rivas (VP Asset Management) and Leopoldo Martinez (Davos Consulting), to find out more about the Davos methodology and strategic approach.
The New Europe: How can the risk management strategies Davos Financial Group provides enable clients to mitigate risk in their investment choices?
Davos Financial: The risk management model provided by Davos Financial Group guarantees transparency and a differentiating factor based on diversification and optimisation of investment strategies. This model evaluates return on investment expectations in terms of customers' interests. Based on different portfolio limitations, placement of financial assets can be made either with the highest return expectations or with the minimum risk levels, utilising a universal range of products and services available in the current financial market. Additional to this main advantage, Davos Financial Group, also enables clients to consolidate the appraisals of multiple investment portfolios, providing a unique, complete and exact understanding of the current financial summary of the placement of their financial assets. The diversifications, optimisation and consolidation factors also assist our clients in structuring a professional decision-making platform including: 1) Advise in the preparation of strategic investment models by using structured “scenarios” with the widest range of asset types. 2) Assistance in the active/passive decision-making process as well as in the definition of protection policies for currency fluctuations.
TNE: Davos Financial Group has a well-established international presence. How can the service you provide benefit high-net worth clients who wish to expand their business operations internationally?
DF: The international presence allows our customers to network in different jurisdictions, structuring their business under a legal and financial umbrella that ensures the efficiency of its results according to the different locations where we are providing all our services. Davos Financial Group assists to take a step forward toward what may be the international expansion of the business of any client.
TNE: How can the Trust services Davos Financial Group provides, enable more efficient estate and tax planning for clients?
DF: Davos Financial Group, through its subsidiary company Davos Trust Limited, can provide Trustee Services under New Zealand Foreign Trust Law. Among several tax and estate planning advantages, these services allow our clients to control assets or companies situated in different jurisdictions around the world while providing a tax efficient asset protection and planned succession mechanism, with all the advantages offered by New Zealand favourable tax treatment of foreign trusts, and its Tax Treaties Network. According to New Zealand Law, a foreign trust will not be taxed on income or gains of foreign source, nor will it be subject to estate taxes. On the other hand, with appropriate structuring, the trustee will qualify under most limitations of benefit provisions provided by the OECD Model Tax Treaties.
TNE: How can the escrow service Davos Financial Group provide enable more efficient tax planning for clients?
DF: Escrow Services provided by Davos facilitates cross-border transactions that could represent tax advantages. For tax planning purposes, certain assets located in one country might be disposed of by selling a holding company in a more favourable tax jurisdiction or by reorganising a number of legal entities, escaping the exposure to which the underlying assets are subject if sold directly. However, title transfer to the underlying assets could entail complex local registrations, approvals, or recordings which are subsequent to the off-shore agreements, in which case, payments could be escrowed with Davos to facilitate execution, and the subsequent transactions necessary to finalise closing.
TNE: How can the strategic alliances Davos Financial Group has formed with emerging market economies such as Brazil, and Mexico provide benefits to future clients?
DF: In the range of its service structure, Davos Financial Group has developed strategic alliances with financial officers of various jurisdictions, including Brazil and Mexico, which provide direct access to fixed income products and equities in emerging markets. This access is achieved through detailed performance analysis as well as direct local insight that allow the evaluation of all aspects that directly influence the development of investment strategies in these markets. Some of the aspects that influence, the Brazilian economy for example, are summarised in the economic policies that have been implemented to control the excessive growth which gives rise to inflationary pressures, easing of monetary policies and the monitoring of “currency wars” which come from short term investments that directly affect local currency appreciation and thus the prices of their export products, making them less competitive, as well as policy management, globalisation strategies among others.