A conflict of interest in the financial world occurs when a financial service provider has multiple interests that produce incentives to not fully act for the benefit of the client.
When the personal interests of the financial service provider diverge from professional duties or responsibilities towards the client, a service based on total transparency and trust can no longer be guaranteed.
Large financial organizations have their own profit centers. While considering investment requirements, they find themselves having to balance both the needs of their clients and their own at the same time.
This will lead to the following consequences:
To reduce the lack of information and transparency, caused by conflict of interest, Toledo Capital supports you by having full disclosure combined with an understanding of all the costs and characteristics of your investment. This will prevent you from facing any financial complication.
In today’s complex financial environment, it is essential to have an independent expert accompanying you. As an independent Family Office, Toledo Capital’s decisions are not biased by any internal policies nor by any additional agenda. This enables us to operate according to the client’s personal financial needs, resulting in an optimal adjusted return corresponding to the client’s risk adversity. Toledo Capital’s focus is aligned with the client’s interests.