Enjoy the peace of mind of knowing you have made the right decision
As a result of the agreement between MoraBanc and Goldman Sachs Asset Management, the Investment Advisory service combines our investment principles with a deep understanding of your objectives and investor profile to recommend the ideal investment at any time, with a global portfolio perspective.
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All decisions are taken by consensus.
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Actively participate in the creation of your portfolio by taking decisions based on comprehensive information and personalised advice.
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In-depth knowledge of every customer and efficient methodology to recommend the ideal portfolio at any given time and to carry out an automatic monitoring of its performance.
Our Financial Advisory Service offers
Personalised proposals
We design a personalized portfolio proposal based on your investor profile, liquidity needs, and maximum risk level (ranging from ultra-conservative to speculative), always with a global portfolio perspective, where you make the final decisions.
Diversification of assets
Goldman Sachs Asset Management’s team of investment experts defines the composition of portfolios by asset type, adapting them to market conditions. The portfolios are then personalised with the customer's participation.
Monitoring and control
We have advanced tools to constantly monitor the portfolio and control the suitability of the investments on an ongoing basis. We provide our customers with detailed, clear, simple and personalised market analysis on a regular basis. You can check the position of your portfolio whenever you want via MoraBanc Digital.
Proximity and trust
Our managers are at your side to answer your questions and keep you informed at all times of the decisions, movements and situation of your investment portfolio.
Write to us and we will contact you
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