Glossary entry

Spanish term or phrase:

servicio de inversión de gestión libre e individualizada de cartera y proyectos

English translation:

an independent, personalised portfolio and project investment management service

Added to glossary by Edward Tully
Oct 4, 2014 13:32
9 yrs ago
3 viewers *
Spanish term

servicio de inversión de gestión libre e individualizada de cartera y proyectos

Spanish to English Law/Patents Law: Contract(s)
This is part of a general contract between a firm and its clients. The whole phrase reads thus:

El presente contrato establece los criterios generales de inversión que nuestra entidad xxxxxxx, como gestor de inversiones patrimoniales, va a aplicar al invertir un determinado capital que usted, como cliente de un servicio de inversión de gestión libre e individualizada de cartera y proyectos de ,inversión, pone a nuestra disposición a tal fin.

Any ideas how to phrase in English the second half of the sentence (from "como cliente..), perhaps being less repetitive than in the original?

Thanks a lot!
Change log

Oct 6, 2014 14:57: Edward Tully Created KOG entry

Discussion

Jorge Hernández Oct 4, 2014:
Maybe something along the lines:
", as a client of a free investment management, individualized portfolio, and investment projects service, leaves at our disposal." My concern is how interrelated are the "inversión de gestión libre" and "individualizada de cartera". Is it "free investment management and individualized portfolio" or "free individualized portfolio investment management".

Proposed translations

+1
1 hr
Selected

an independent, personalised portfolio and project investment management service

that you, as a client of a...provides to us for said purpose. There's definitely one "inversión" too many in the original!

--------------------------------------------------
Note added at 2 hrs (2014-10-04 15:56:56 GMT)
--------------------------------------------------

I don't think that "libre" is "open" - it's "independent: http://www.proz.com/kudoz/french_to_english/finance_general/...

I also think the service really only does one thing - it manages investment portfolios and investment projects...
Peer comment(s):

agree Adrian MM. (X) : but the asker has gone over the 10-word limit > Site rule 2.2.
8 hrs
Ah true, many thanks! ;-)
Something went wrong...
4 KudoZ points awarded for this answer. Comment: "Thanks for this answer. Very helpful. And sorry about the 10-word limit! I will take it into account next time."
1 hr

an individualized and open portfolio management and investment planning service

I suggest "that you, as the client of an individualized and open portfolio management and investment planning service, make available to us."

The service does two things: (1) it manages the client's portfolio and (2) it does investment planning. I understand the implication of "libre" to be that the service is unlimited in its investment choices: stocks, bond, REIT's etc. I'm not entirely happy with "open" but I can't think of anything better.
Note from asker:
Thanks very much! Appreciate!
Something went wrong...
Term search
  • All of ProZ.com
  • Term search
  • Jobs
  • Forums
  • Multiple search