Financial investments

Crèdit Andorra Wealth Management - Financial investments

At the Crèdit Andorrà Group we manage our clients’ investments with the aim of delivering a return that meets their needs, expectations and investor profile. For this reason, we have a tailored solution for those clients who need advice on how to manage their financial investments. This involves either the shared management of the client’s assets or the delegation of management (discretionary management).

Choosing from a wide range of investment options, a personalised financial strategy is drawn up and then implemented by investing in different types of asset, based on a financial independence approach and a guided open architecture platform.

Depending on the specific transactions conducted by the client, we analyse and assess the appropriateness and suitability of the investment in each individual case. If the transactions are inappropriate because they do not fit the client’s profile, needs or knowledge, we will inform them accordingly.

We provide our clients with a fixed-income platform to gain access to bond markets. This platform consists of a trading board which allows you to access the primary and secondary markets with transparent operational procedures.

If our clients’ objective is to invest in complex assets, we offer them advice to ensure they are provided with maximum security and peace of mind. Investing in fixed-income securities requires prior knowledge of the issuer’s solvency and the level of risk associated with the issue. That’s why we select the securities that offer the best return/risk ratio.

If our clients wish to invest in variable income products, we offer a comprehensive service that ranges from fundamental analysis and company valuations, through to the provision of advice on strategic positions in listed companies. Our aim is to guide you and assist you throughout the entire investment process.
Equities
 
Company valuations
 
A network used by large investors
 
Ad hoc sector analysis
 
Personalised portfolio management
 
Advice on strategic position in listed companies
 
Block trades
 
Fundamental analysis

At the Crèdit Andorrà Group we give our clients the opportunity to structure their transactions or products in line with their individual needs. During this process we take account of all the variables that come into play in the structure of the transaction, based on the risk and performance criteria set by each client.

Structured products allow our clients to diversify, activate and filter risk through a tailored investment and a tax efficient vehicle.

Using an open architecture structure and platform, the Crèdit Andorrà Group provides clients with access to a wide range of funds. Our clients can choose between different geographical regions and types of asset, and they can select the management style that best suits them. They will have access to the world’s best management companies, guaranteeing them the products that best match their profile as well as optimal diversification.

Crèdit Andorrà has entered into strategic partnership with the US firm Gamco Asset Management, Inc., a subsidiary of Gamco Investors, Inc.  This partnership mean that we are able to manage equity funds in euros and dollars respectively. We are committed to providing professional services to our clients, with a proven track record and long-standing experience.