Family Office

We understand the essence of every family group in order to determine the scope and address their financial objectives.

Individual investors

We offer a high-level financial service that will enable them to achieve their life goals and financial objectives.

Foundations and institutions

We work together to achieve their social and foundational objectives from the financial standpoint.

Institutional investors and collaboration agreements

We provide tailor-made services to other institutions and we establish relationships with partners such as agents, IFAs, stock agencies and CII management companies (SGIICs).

Client-focused

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Understanding our clients is our priority

We anticipate your expectations

The difference is not only what we can do but also how we will do it based on our key principles.

Our clients are unique, and so is our service. By combining the resources and capabilities of a large company with an international presence, we are able to move towards to the ideal of a flexible, creative and individualised service.

We establish a relationship of trust and shared interests and benefits with our clients by co-creating.

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Management model

We are advisers and managers

Capabilities and resources combined with an open architecture are the foundations that enable us to offer you a service with high standards of quality.
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Tailor-made solutions

A solution for every client

Learn about our service levels so we can best adapt to your expectations and meet your needs.

News and Research

We bring you the value of our expert team’s knowledge and insights.
Patricia Franco
April 10, 2024

Venture capital, an alternative for diversifying investment portfolios

These assets are often proving to be a key element in the structuring of investment portfolios, but the decision whether to include them or not requires an in-depth analysis of each investor or family group. It also calls for expert advice.

Esther del Rincón 2
April 10, 2024

Technology at the service of private banking

Banking is at a crucial point in its evolution. Tech trends are redefining the way in which banks operate and engage with customers.

Aránzazu_Griñán_1
April 3, 2024

The future of private banking in Spain

The future of private banking will ultimately depend on maintaining a true vocation for customer service, which, alongside experience, effort and the ability to adapt to the environment, will continue to be fundamental.

Juan Litrán 1
April 3, 2024

Keys to understanding the lack of correlation between financial markets and the real economy

An analysis of historical stock market investment returns and GDP growth suggests that they are not always closely related.

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Usted podrá ejercitar, en cualquier momento, sus derechos de acceso, rectificación, supresión, limitación, oposición o portabilidad tal y como está detallado en la información adicional de protección de datos.