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PRIVATE BANKING GROUPS
Your responsibility and ours.
Managing a group requires extra responsibility when it comes to making decisions. These decisions may have far-reaching effects and repercussions, which affect others. Added responsibility that requires highly specialised and specific planning.
- Solutions capable of combining a financial and tax strategy with the protection of the assets that we manage.
- From customisation, meeting the objectives and liquidity requirements of all our customers.


Religious institutions and foundations
We are committed to your needs and assets, and to our method for protecting it.

Family office
Global management, with the experience and initiative necessary to design a strategic family plan that takes into account all the financial and fiscal aspects.

Institutional customers
We are where we are because we offer an agile, flexible and professional service, with experts committed to comprehensive asset management.
With a methodology based on balance
between financial goals, current resources and future needs.
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Financial and tax planning
Financial planning that takes into account different scenarios and risks when distributing assets between various investment vehicles.
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Wealth management
Wealth management that takes into account all your personal circumstances as well as your liquidity needs.
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Achievement of goals
Active monitoring of investments with periodic reviews and modification of portfolios to achieve your goals.