Personalised
advice
What sets us apart?
At Creand, we specialise in advisory and wealth management. We have substantial means and resources at our disposal to be able to provide you with the best financial service with open architecture, quality and reasonable costs.
This sets us apart from other kinds of companies, such as retail banks with private banking units, specialised international banks and advisory firms, which by their very nature may be constrained in terms of the quality of their service, either due to a low level individualisation, conflicts of interest, high costs or limited resources because of their size.
Our clients are unique, and so is our service. By combining the resources and capabilities of a 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, co-creating solutions together.
Our management model
We prioritise the preservation and protection of wealth.
Personalisation
We manage our clients’ wealth based on the identification of their needs from a financial, legal and fiscal standpoint.
Flexible
We apply a philosophy to the management of investments to make them flexible in the face of complex and changing market environments.
Multidisciplinary service
The comprehensive approach to wealth is possible thanks to meetings between clients and the bankers, which involves a team of specialists and offers a multidisciplinary service.
Comprehensive approach to wealth
With the aim of preserving long-term wealth, we consider aspects such as inheritance, business, taxation, real estate assets, financial assets, insurance and liabilities.
People with unique needs
A solution for every client.
Family Office
Individual investors
We offer a high-level financial service that will enable them to achieve their life goals and financial objectives.
Foundations and institutions
Institutional investors and collaboration agreements
Advisers and managers:
key principles
Understanding our clients is our priority.
Specialist and specialised
Personalised service
Our international presence means we have more diverse investment alternatives and expert teams in multiple jurisdictions, so we can offer a boutique service and safeguard assets within companies in the Group.
We listen to our clients and we balance return with the risks: short-term stability and long-term return.
Philosophy and investment method
We manage our clients' wealth based on the identification of their needs.
Fixed income
We seek attractive returns at all stages of the cycle with exhaustive risk controls.
Fund selection
We identify the funds that are most suitable for each category and that provide real differentiating value.
Equity
Our objective is attractive returns over the long term.
Alternative products and private equity
We work to diversify portfolios with assets that are less correlated with the financial markets, partnering with the best private equity fund managers.
Structured products
We operate on the basis of diversification, protection and additional return.
Shall we talk?
Our experts will work with you to explore all the options we can offer you.
