Solutions
Financial solutions
Family Office
Individual investors
Foundations and institutions
We work to achieve their social and foundational objectives from the financial standpoint, with a vocation for prudence and respecting the specific standards of each institution.
Institutional investors and strategic 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)..
Receipt and transmission of orders
Advanced investors who make their own investment decisions.
- Access to our economic research publications and investment ideas.
- Operate online or through your account manager.
Financial advisory
Investors who, based on an individualised investment strategy, require tailor-made and recurring investment recommendations.
Investment advice based on the selection of businesses that are sustainable, well-managed and that have a high probability of being profitable or that have potential for revaluation, allowing for attractive returns in the medium and long term while avoiding speculative investments.
Your account manager will take care of designing the individualised investment strategy that is best suited to your return objectives, risk profile, term and liquidity. You then make the decisions.
- Tailor-made and recurring investment recommendations.
- Individualised plan for meetings and wealth management.
- Operate through the Merkaat application or via your account manager.
Discretionary portfolio management:
Investors who, based on an individualised investment strategy, delegate their investment decisions to our team.
- Managed accounts.
- Individualised plan for meetings and wealth management.
Global wealth advisory:
Investors who, due to their complexity, require a professional external adviser for all of their wealth.
- Individualised plan for meetings and wealth management.
360º Family Office Service
We offer a comprehensive and personalised financial advisory service geared towards providing added value from day one.
- Open architecture
- Depositary (Deposit and custody at any international or national entity)
- Efficiency in investments (clear and comprehensive vision of assets)
- Cost control
Discover the potential of our Creand Family Office
Other financial services
Personalised services and goals
We provide you with solutions tailored to your personal finances, designed to meet your financial goals that allow you to optimize your assets.
Financial products
that cover all your needs
- Investment products
Structured products
Meeting to discuss work and knowledge
To talk about your knowledge/ experience and to understand your objectives and philosophy as an investor.
Investment proposal
We design a Personal Finance Plan for you (retirement savings, revenue, etc) or a specific portfolio according to your needs.
Study and analysis of your overall portfolio
We conduct a confidential study of your current investments and a review of your current portfolio. We then identify opportunities for improvement.
Product or service selection
Select the solution that is best for you (financial advisory, discretionary portfolio management or reception and transmission of orders), as well as the investment instrument, be it fixed income, equity, investment funds, structured products, investments in private equity or real estate, with the possibility of tailored financing.
Choose the best option for managing your investments
Shall we talk?
Our experts will work with you to explore all the options we can offer you.
