Balboa is not a depositary entity, our clients have their personal account directly in the Bank.

We work with some of the main financial institutions including UBS, Pictet and Julius Baer.

 

Balboa has individual contracts with its clients, with 2 options:

• Discretionary Mandate: Balboa has an investment delegation by the client based on the risk profile established (with continous comunication with the client).

• Advisory Mandate: Client receives investment ideas based on their risk profile and makes the final decision followed by required documentation.