WORKSHOP ANUAL DE INVERSIONES 2024 COSTA RICA 16 - 17 DE OCTUBRE

WE PROVIDE PROFESSIONAL FINANCIAL EXPERTS WITH WIDE KNOWLEDGE IN ACCOUNTING, LEGAL, TAX, BUSINESS AND ASSET MANAGEMENT

WE BUILD TRUST WITH OUR DISTRIBUTORS, WITH RIGID PRINCIPLES OF CREDIBILITY AND INTEGRITY

Descubre el futuro de tus inversiones de la mano de los líderes de la industria.

Únete a nosotros en Costa Rica para nuestro Workshop de Inversiones 2024 y escucha a CEOs y presidentes de empresas multinacionales compartir sus perspectivas sobre el panorama económico global. Aprenderás a navegar los desafíos del mercado, a tomar decisiones de inversión más informadas y a aprovechar las oportunidades que se presentarán en 2025.

Más información
+15
years of experience
+23
Countries - worldwide presence
About Us

We are a global financial products wholesale distribution company with more than 15 years of experience combining talents to create an investment advisory company with a truly global reach. We have developed a core portfolio of UK and overseas based investment products providing innovative opportunities that align with core investment values and return objectives.

We specialize in the distribution of structured finance transactions across a wide range of under\lying asset classes. We have considerable experience in the distribution of financial instruments and rated wholesale institutional debt transactions with particular expertise in asset-backed securities, listed on major European or global stock exchanges.

Our team offers a variety of services including research, strategy, due diligence and structuring services, ongoing management or advisory services, and capital raising with a global mandate. This involves the commitment and management of all the key counterparties of the transaction.

SERVICES

We provide the best solutions for your growth

WE HELP YOUR CLIENTS TO ACHIEVE ECONOMIC GROWTH SAFELY AND CONSISTENTLY

We provide the best solutions for your growth

Global Transactions Advice

We help you to always recommend strategies that include asset transfer and succession planning so that they meet the objectives of your clients.

Integrated due diligence

We know the importance of verifying the valuation of assets and liabilities and evaluating the risks within the business. This allows your clients to make informed investment decisions.

Private Equity Performance

As a financial group we are specialists in management and protection. From the planning and valuation of assets, through risk engineering and wealth growth.

Risk Consulting

Risk Management is embedded within the culture of our organisation, allowing you to guarantee your clients' goals over time. We help you protect your wealth.

WHAT WE DO

Purpose and Corporate Commitment

Amstel Financial Group offers distribution of a varied range of financial products. We source high quality listed bonds and other standard assets. We also offer access to unique Venture Capital and Private Equity opportunities for our global network of Regulated and Offshore Brokers.

Our goal is to become one of the leading investment distribution companies in the world.
We will achieve this by continuing to source the highest quality financial products through extensive market research conducted by our global business development teams. Operating as a provider of products for specific entities as independent financial advisors

FREQUENTLY ASKED QUESTIONS

Frequently Asked Questions?

If you have questions, you can contact us.

Contact us

Or call us
(+44)7507562966

At Amstel we are financial services professionals combining our talents to create an investment advisory firm with a truly global reach.

We are a global financial products wholesale distribution company and have developed a core portfolio of UK and overseas based investment instruments that provide innovative opportunities that are aligned with core investment values and return objectives

A corporate bond is a type of debt security issued by a company and sold to investors. The company obtains the capital it needs and, in return, the investor receives interest payments at a fixed interest rate. When the bond reaches maturity, the payments cease and the original investment is returned. Bonds are used by corporations, states and sovereign governments to raise money and fund a variety of projects and activities. The owners of bonds are either debt holders or creditors of the issuer.

Private equity (PE) refers to capital investment made into companies that are not publicly traded on stock exchanges. A source of investment capital, private equity (PE) comes from high-net-worth individuals (HNWI) and firms that purchase stakes in private companies or acquire control of public companies and the capital can be used to fund new technology, make acquisitions, expand working capital, and strengthen and consolidate a balance sheet.

In a fast-paced and ever-changing world, more and more investors are choosing to have their investments actively managed by a professional manager on a discretionary basis. Amstel Financial Group is pleased to be able to offer a fund management service to investors through regulated investment managers domiciled in the UK and other jurisdictions.

Traditionally, discretionary fund management has been the exclusive domain of large corporates, with many investment managers only accepting clients with assets of over £250,000. This is usually due to the many additional costs associated with running individual portfolios, such as transacting, dealing, administration, custody and compliance costs. But Amstel believes that all investors deserve access to active and professional portfolio management. In response to these constraints, in the UK financial services landscape triggered by the Retail Distribution Review (RDM) a modern version of the discretionary fund management service was created that not only enhanced the "traditional" method, but also offered it to clients with much smaller amounts to invest.

Family offices date back to the time when European monarchs required someone trustworthy to manage the wealth of the crown while the king traveled to distant lands to lead wars or conquests. Today, family offices are normally made up of an interdisciplinary group of professionals, for example a financial manager who makes investment and divestment decisions, who is accompanied by lawyers, tax advisors, investment committees, secretaries and some analysts.

We deliver a truly international service agreement in various countries in Asia, Europe, the Middle East, Africa and South America. This experience gives us a great understanding of the opportunities available and the procedures necessary to provide an effective service to clients.