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Financial management

Financial Management

At Kernel Legal we do not just have legal professionals who can help you recover money lost through the purchase of abusive financial products. Our financial management specialist, Eulalia del Castillo, is also available to offer you advice on behalf of Allianz. Our managing partner and co-founder of the firm offers financial advice based on four basic pillars: Loyalty, Transparency, Speed, and Efficiency. She always maintains a close relationship with clients.

Her job is to help companies and individuals to identify their financial requirements and to plan their asset management, taking into account their age, capital resources, tax rate, professional and family situation, and other investments that may be available to them. All of this is done with the utmost independence and objectivity, analyzing past, present, and future circumstances.

  • Shares
  • Investment funds
  • Fixed income
  • Corporate department
  • Family office
  • Managed securities portfolios
  • Pension plans

What can you expect from our financial management services?

The work of our financial management specialist is underpinned by these values:

  • Experience
  • Independence
  • Professionalism
  • Transparency
  • Quality of service
  • Client focus

The aim is to set out a tailor-made investment strategy for every client, taking into account their risk profile in value assignment planning or ‘Asset Allocation’. We help the client to decide what the exposure for each of their assets should be, diversifying in order to minimize risk, and taking into account the client’s ‘sleeping point, in other words, the level of risk they are willing to take without losing sleep. It is the key to round-the-clock peace of mind and obtaining long-term equity returns.

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