Discretionary Wealth Advisory

The time has come to decide in whose hands we leave our wealth’s advice and discretionary management. We are aware of the complexity of the Financial Markets and that this requires us to choose the best independent professionals to advise you personally and individually and therefore offer a service without any conditions. So should we opt for a Bank? Should we opt for a Family Office? Who will make the decisions about our investments? Will they take into account the binomial of maximizing profitability while minimizing risk?

Thanks to our experience of more than 20 years in the sector and our extensive knowledge of the country’s financial and banking institutions, we can advise you on how to make this decision that is so important for you and your assets. We work with different Family Offices with proven experience, with highly qualified professionals who will provide you with differential management due to their quality, dedication, objectivity, and transparency for your peace of mind. However, if your profile fits with a bank, we offer you our experience and excellent knowledge in Andorra’s finance sector to recommend the best solution. We have close contact and collaborate with the three central banks in the principality, Andbank, MoraBank, and Credit Andorrà, so we can advise you on opening a bank account in Andorra. The Andorran financial system is renowned for its excellent solvency and competitiveness.

Whatever your choice, we will help you make it.