ASSET MANAGEMENT

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Caleo Asset Management’s main goal is to protect and grow investor capital, whilst minimizing the tax burden. We understand that the investment universe can be overwhelming even for the most sophisticated of investors, so we strive to provide you with a clear and understandable pathway tailor-made to your individual needs. As a result, we are able to find opportunities that are an ideal match. This is what excites us, investments that will add value to both your portfolio and life.

Asset Allocation Strategies 


Equity Strategy 


Funds 


Private Equity 


Private Debt


Venture Capital


Real Estate


Impact investing


Structured Products & Notes

Multi-Family Office

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Wealth Advisory

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Consulting

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