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ASSETS 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. This added responsibility requires highly specialised and specific planning:

  • Solutions capable of combining a financial and tax strategy with the protection of the assets that we manage.
  • Using customisation to meet the objectives and liquidity needs of each of our customers.
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Religious institutions and foundations

Your values, our commitment.
We are committed to your needs and assets, and to our method for protecting it.
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Family office

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

Great wealth needs a great bank.
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.

  • Financial and tax planning

    Financial planning that takes into account different scenarios and risks when distributing assets between various investment vehicles.

  • Wealth management

    Wealth management that takes into account all your personal circumstances as well as your liquidity needs.

  • Achievement of goals

    Active monitoring of investments with periodic reviews and modification of portfolios to achieve your goals.

Estate planning adapted to your personal circumstances, in the present and the future:

Succession planning and donation of your family assets

Structures to facilitate investments and divestments

Optimisation of your personal income and wealth tax

Management of your wealth, family business and real estate assets

Succession planning and donation of your family assets

Study and proposals for assets located abroad

Information and application of taxation developments

Bankinter listens

A private banker will answer all your questions so that, as always, everything stays between you and us.
Further information
91 050 01 36
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