Discretionary investment mandates

The excellence in analysis and asset management that has defined us for more than 30 years, applied to personalised investment mandates.

Discretionary investment mandates

At Metagestión we offer a comprehensive investment management service that adapts to the needs of each individual, family or institution, either through the construction of tailored portfolios, offering a versatile and simple solution for each risk profile, or through fully customised solutions for high net worth clients who require ad-hoc treatment.


Our brand identity is independent asset management in which we put the interests of our clients above all commercial considerations. We offer an open architecture system that gives our portfolios broad flexibility, incorporating the best funds on the market, whether our own or those of third parties.

Open Architecture

Our more than 30 years of experience allow us to offer a wide range of our own funds suitable for our clients’ portfolios, also offering exposure to the best third party vehicles in those asset classes in which we are not experts. In addition, we have exclusive agreements with specialists in the area of Alternative Asset Management to offer differential solutions to our clients.

Traditional management


Fixed Income

Alternative management


Real Estate

Alternative Funds

Private equity

The 3 pillars of our discretionary mandates


discretionary investment mandates portflio management

Portfolio Construction and Management

We select the best investment vehicles for each asset class, building robust portfolios that offer a risk-adjusted return appropriate to each different client profile. We manage portfolios dynamically, adjusting to the macroeconomic context and investment opportunities in the financial markets.

discretionary investment mandates risk control

Risk management

In Metagestión we are very aware that in investing the greatest risk is the permanent loss of capital, which we avoid by selecting the best specialists in each asset class and offering a wide level of diversification in the portfolios. We adjust the market risk (volatility) according to each profile.

Awareness of Bias

We are aware that as investors we are our own greatest enemy. We do a recurring introspective analysis to uncover those cognitive and emotional biases that can negatively affect the portfolio construction and management process. We educate our clients to develop the right emotional framework for investment success.