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.

Apply

Write to us and we will contact you

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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: dpo@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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