Key Life Events
Guided Investing for Life’s Big Moments
Life is full of changes—some expected, others surprising. Whether you’ve sold a house, received an inheritance, or welcomed a new family member, these milestones often bring financial decisions. At Hugo Investing, we help you turn these key life events into opportunities, with guided investing for big milestones.
Your Financial Transition, Your Strategy
A sudden inflow of capital can be exciting but also overwhelming. Should you invest, save, or plan for the future? Our specialists guide you through different investment possibilities, pointing out the potential upsides as well as the risks involved. You decide, but you are not alone. Together you can define an investment plan with different strategies that match your life stage, goals, and risk appetite.
When Do Key Life Events Impact Your Finances?
Selling a House
What’s the best way to reinvest your capital?
Receiving an Inheritance
How do you make the most of a financial windfall?
A New Child or Grandchild
Planning ahead for education or generational wealth.
Career Change or Retirement
Adapting your investment approach for new income situations.
Selling your Business
Ensure your capital is protected and put to work with efficient strategies.
A Guided Approach to Investing
With expert insights and practical strategies, we help you make informed decisions. Whether you want to grow, protect, or distribute your wealth, Hugo ensures your capital works for you. We are here to help you create investment strategies for major life events.
Real Client Experiences
One of our clients recently decided to hold part of their savings in U.S. dollars after selling their home, benefiting from higher interest rates. Another found that opening a second account provided greater structure in managing freed-up capital. These stories highlight that there’s no single “right” solution—only the right one for your needs.
rene JansonJanuary 29, 2025 Heb een positief en een nteressant gesprek met Taco van Hugo Investing Spanje gehad Geoff RoseJanuary 28, 2025 I joined Hugo Investing one year ago and have found the team team extremely helpful in providing investment advice and support as I moved from the Netherlands to Spain. The team has extensive experience in investing on the stock markets in US, EU and UK and are always available on the phone or at the offices in Marbella. They also provide access to regular online videos and group meetings where you can meet other investors and discuss investment opportunities and recent stock movements. Javier CarrilloJanuary 2, 2025 Excelente trato, máxima confianza en ellos. Son profesionales en el sector y muchas gracias a Martín Totte por la gestiones realizadas. Doug StonehamDecember 21, 2024 I recently requested assistance from Hugo Investment where there was no direct financial benefit for them. They spent two weeks seeking out a solution for me. This is typical of my interactions with them. The personal touch is clearly important to them and a clear point of differentiation from other brokers I have dealt with. Strongly recommended Guus KraaijeveldDecember 1, 2024 Voor iemand die graag wil beleggen Kan Hugo de grenzen verleggen Heb je een vraag Ze helpen je graag Veel meer hoef je er niet over te zeggen Rene TaatNovember 7, 2024 6 november 2024 een zeer prettig onderhoud gehad met Martin. Onderwerp was de plotseling wijzigingen binnen Saxo. Ons is uitgelegd wat de nieuwe mogelijkheden zullen zijn. We hebben er alle vertrouwen in.
Life’s big events deserve smart financial decisions.
Schedule a free consultation with our experts.
Why Is This Important?
Cash sitting in a savings account often does little to grow your wealth. Low interest rates and inflation can erode its value over time, making it crucial to explore smarter alternatives. Many of our clients appreciate having full control over their investments while still benefiting from expert insights.
For example, we can help you:
How can we help?
Bonds
A structured, reliable way to earn a return within your investment horizon.
High-Interest Currencies
Take advantage of interest rate differentials between currencies for potential higher returns.
Custom Investment Strategies
Open a separate account for a specific strategy to maintain clarity and control over your funds.
How Does Guided Investing at Hugo´s Work?
Use Hugo´s platform, Saxo TraderGo and Saxo TraderPro to execute and oversee your investments, keeping full control at every step. Keep in contact with our team of experts to discuss your performance and access your risks.
Take the Next Step
Don’t let your money stand still—let’s put it to work together.