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.

Research

We bring you the value of our expert team’s knowledge and insights.
informe trimestral macro 3t2020
18th July 2022

Downside risks are increasing

The latest forward-looking data point to increasing downside risks to growth in the euro area.

trimestral portada 3t2022
18th July 2022

Recession

If central banks are to be the ones to control inflation, they can only do so by provoking a demand adjustment of this magnitude.

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31st May 2022

Innovation as a driver of change

Business innovation has never been more talked about than in recent times. Many years ago, when innovation was discussed, the risks were weighted more heavily than the opportunities.

07 2022
18th July 2022

Monthly Report - July 2022

New edition of the monthly report for the month of July 2022, by the team of analysts at Crèdit Andorrà Asset Management, Creaqnd Wealth Management Spain and Beta Capital Wealth Management.

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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.