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.
trimestral macro 2t2022
27th April 2022

War in Ukraine affects global growth

The short-term economic consequences of the war are obvious. Russia, in addition to being the main supplier of gas to Europe, is one of the world’s largest oil producers and a key supplier of industrial metals such as nickel, aluminum and palladium.

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27th April 2022

Inflation

Strange times we are living in. Just when we seem to be emerging from a global pandemic, we are stunned by the invasion of Ukraine.

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26th April 2022

Financial advice and lessons after two years of pandemic

Hobbes said that “man is a wolf to man”, a phrase that I find very apt for many non-professional investors. In investing our savings, we tend to become wolves to ourselves.

04 2022
14th April 2022

Monthly Report - April 2022

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

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