Updated:
Baluarte Wealth Advisors
We help individual investors, families and institutions protect their wealth and achieve their financial goals. | We help individual investors, families and...
Overview
We help individual investors, families and institutions protect their wealth and achieve their financial goals. | We help individual investors, families and institutions protect their wealth and achieve their financial goals.
General information
Firm type
Bank / Wealth / Trust
Year founded
2014
Location
Region
Europe
Country
Portugal
City
Lisbon
Corporate office
Lisbon, Portugal
Frequently asked questions
What does the SCI structure mean for Baluarte Wealth Advisors' investment mandate?
A Sociedade de Consultoria para Investimentos is authorized by Portugal's CMVM to provide investment advice and to receive and transmit client orders concerning financial instruments. It cannot hold client assets, exercise discretionary portfolio management authority, or operate its own investment funds. For Baluarte, this means every transaction requires explicit client instruction, and the firm's role is confined to analysis, recommendation, and execution facilitation.
Can Baluarte Wealth Advisors serve clients outside Portugal?
Under MiFID II passporting rules, a Portuguese SCI can provide cross-border advisory and order-transmission services into other EU and EEA member states by notifying the CMVM and the host-country regulator. Whether Baluarte actively exercises this passport is not publicly disclosed, but the legal mechanism exists for it to advise clients in jurisdictions such as Spain, Luxembourg, or France without establishing a physical presence.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Need institutional-grade insight on asset managers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: