INDIVIDUAL INVESTORS
We offer different investment solutions to meet the financial objectives of our clients. From securities custody and administration, through portfolio management, to a wide range of investment funds.
PRIVATE BANKING CLIENTS
We provide our clients with a service that enables comprehensive management with a strategic vision of their wealth, with personalised advice as a key element.
A specialist team ensures financial planning with a quality service.
FAMILY OFFICE
We offer a service designed for individuals or families with complex assets, and we work comprehensively on all needs in the areas of wealth, family and business.
We design a tailor-made and optimal strategic plan taking account of the individual circumstances of every family group.
INSTITUTIONS
We collaborate with many different institutions, supporting them in achieving their social goals in the financial sphere.