Consultancy Services

Portfolio Management

Lucia is a financial consultant who

offers personalised portfolio management

tailored to each client’s goals, risk tolerance,

and timeline. She actively monitors and adjusts portfolios, providing clear guidance and dedicated

support throughout the investment journey.

Valuation

Lucia also specialises in company

valuation, delivering accurate, insight-driven assessments to help clients understand the true worth of a business for investment, sale, or strategic planning purposes.

Macro-Analysis

Lucia provides expert data-driven macro-analysis, offering clients a clear understanding

of economic trends and market conditions to

inform smarter investment and

business decisions.