Who are we?
Shared values
The essence of MoraBanc
As a Group, we understand the new role of responsible banking, bringing greater value to our stakeholders.
We take the best international sustainability standards and commitments as a frame of reference to ensure that our business contributes to the major
global economic, social and environmental challenges such as the climate emergency and the demands of new generations.
*Data on December 31st 2023
11.014M€
Assets under management
51.4M€
Profit
21.14%
Capital ratio, CET1 fully loaded
(21,21% phase-in)
453
Employees (*)
(*) Average of the year 2023
Asset management and investment services
We study all the options in order to offer you the best possible yield according to your investment profile.
Discretionary portfolio management
The peace of mind of knowing that your investments are in the hands of experts
You will benefit from access to portfolios designed with the strategic vision and the advice of Goldman Sachs Asset Management.
Investment Planning
A key aspect in taking care of your assets today and tomorrow
MoraBanc Private Banking will study your circumstances in order to manage your assets in the most convenient way for your and your family’s future.
Inheritance Planning
Plan the most favourable transfer of your estate
Our account managers will work with you in order to transfer your financial instruments to your heirs in the most effective way.
Our Private Banking services
Our specialisation is your peace of mind. MoraBanc’s working style will make evident from the beginning that your assets and your savings are our priority. We will provide you with the best experts and enable you to enjoy privileged benefits, exclusive events, specialised economic information and constant monitoring of your discretionary investment portfolio.
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