Exclusive services

An excellent selection of investment and financing products should be complemented with a select set of exclusive financial services, which meet your needs.

With this line, our intention is to continue offering you new products and services that satisfy 100% of your financial needs.

• Counselling from your Private Banking Director
  
  At Private Banking, you have access to specialised counselling from your Private Banking Director, who will study your situation from an asset, personal, economic and financial point-of-view. Based on your investment goals, your Director will draw up an investment proposal that adapts to all your needs.
  
  S Your Private Banking Director will continuously monitor your portfolio in order to adapt it at all times to the changes in your financial needs, the market conditions, etc.
  
  Also, our customers have, at all times and through their Private Banking Director, a team of experts in different fields related to their assets. These experts will counsel them and offer them the best solutions for their specific financial and asset situation.
  
  
• Confidentiality service
  
  You decide who can have access to your account information, in order to maintain the utmost confidentiality with regard to your financial situation.
  
  
• Detailed Reporting
  
  Our Market Portfolio Reports provide a detailed inventory of your portfolio, together with the accumulated yields and activity. All this with an elaborate design and graphics that make the information easier to understand.
  
  At Private Banking, we are proud to have developed one of the best Portfolio Reports, which we place at your disposal through your Private Banking Director.
  
• Asset Report
  
  At the end of every month, we send our Private Banking customers a colour report with the position of their investments to the home address they have indicated.