Wealth planning

At the Crèdit Andorrà Group, we are committed to managing our clients’ assets in a comprehensive manner and from every angle. An optimum wealth planning solution not only takes into account your investment needs, but also covers all the areas and aspects that affect your wealth.

Our objective is to become your trusted partner for all your projects at every stage of your life – from the creation of wealth through to the protection, management or sale of your assets, or passing on your wealth to your children.

That’s why we consider other aspects that go beyond pure investment planning, such as insurance, financing or investment in real assets. Whenever we carry out an action related to your wealth, we seek to optimise your tax liability on the basis of your individual circumstances. 

At the Crèdit Andorrà Group, through our insurance companies we will make sure that you have appropriate insurance cover for yourself, your family and your business, so that, in the event of an adverse scenario, your wealth is preserved.

Our team of experts will assess the current level of coverage of each of our clients for various risks, with a view to achieving an optimum structural balance between cover and risks.

We also offer our expertise to help our clients plan for their retirement and prepare additional sources of income to ensure they can maintain their current standard of living once in retirement.

We aim to meet our commitments to our clients in the long term through our insurance group, with a team that allows us to deliver the highest level of service in company insurance and actuarial consultancy.

We want to become your trusted partner for all your projects and provide you with a comprehensive wealth management service.

We believe in maintaining a close relationship with our clients, based on a shared vision and common objectives of wealth protection and capital growth. As part of this relationship, we provide each of our clients with our expertise in order to help them make the most of their financial capacities without ever losing sight of their needs:

  • Leveraged finance on financial assets.
  • Structured products with liquidity windows.
  • Financing secured by real-estate collateral or a mortgage, etc.