Private banking

Our Private Banking model

Your wealth, a shared priority

Security and growth for your wealth

MoraBanc Private Banking offers an exclusive wealth management experience, based on a personalised service model and strategic planning focused on the security and growth of your wealth.

  • Personalised service.

  • Investment solutions designed by experts.

  • Access to a multi-custodian service.

  • Security and confidentiality.

Why MoraBanc Private Banking?

We offer a personalised approach and advanced strategies to efficiently manage and protect your wealth.

Wealth planning

We offer wealth planning services to structure your wealth efficiently, helping you achieve your long-term goals.

  • Expert advice on structuring your assets.
  • Personalised solutions for your financial needs.
  • Strategies for efficient wealth transfer.

Investment experts

Access exclusive, diversified investment opportunities designed to maximise the return on your assets and personalised to align with your financial goals.

  • Active and personalised portfolio management.
  • Advice from an expert investment team.
  • Optimal opportunities for growth and returns.

International presence

Thanks to the Group's capabilities, we operate in Andorra, Spain, Switzerland and the United States (Miami).

  • Diversification of assets across multiple custodians.
  • Greater security and protection of your wealth.

 

Figures¹ that demonstrate our effectiveness

Our robust track record and results speak for themselves, with key data demonstrating our effectiveness and commitment to wealth management.


¹ Data as at 31 December 2023

11,014 €M 

client resources

51.4 €M 

profit

21.14%

solvency ratio, CET1 fully loaded

 

21.21%

solvency ratio, CET1 phase in

Apply

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Mora Banc Grup, SA,Mora Banc Grup, SA, with registered office at Av. Meritxell number 96, AD500 Andorra la Vella, is responsible for the processing of personal data contained in this form for the purpose of addressing your request. At any time you can access, rectify, delete, limit, oppose, request portability and withdraw your consent through the following email address: protecciodedades@morabanc.ad. For more information on the processing of personal data by Mora Banc Grup, SA, please consult the Privacy Policy.

You can also contact us by calling +376 884 884

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