Methodology

Crèdit Andorrà Financial Group - Our working method

We provide you with a team of managers who are assisted by experts in wealth management. After assessing your individual situation, the team will recommend the investment strategy that best suits your objectives and investor profile.

Our working method is based on three pillars:

  • A comprehensive preliminary review.
  • High commitment.
  • A close and personal relationship over time.

We offer our clients a wide range of investment options. We design and plan a wealth planning strategy based on an initial meeting in which we assess and define the client’s risk profile, financial objectives and personal circumstances.

In addition, you can monitor and stay informed of the current state of your investments by meeting with us regularly and requesting reports whenever you want.

  • 1
    First meeting with the client
     
  • 2
    Client review
     
  • 3
    Defining the client’s objectives
     
  • 4
    Defining the client’s profile
     
  • 5
    Assessing and defining a financial strategy
     
  • 6
    Regular visits
     

The relationship starts with a meeting to discuss the client’s expectations.

We analyse and define the client’s risk profile and their personal circumstances.

The wealth management approach and the client’s financial objectives should be fully consistent with the core needs and the business, family or personal expectations of each client.

We define the client’s risk profile in accordance with their needs and level of risk tolerance.

We design and plan a personalised financial strategy, based on a wide range of investment options which, once implemented, will be reviewed and monitored on a regular basis.

You will be able to monitor and stay informed of the current state of your investments through regular meetings with us whenever it suits you.