Private Banking Services
By your side to optimise your estate management
Investment Advisory
The security of knowing you have made the right decision
For those investors who want to actively participate in the creation of their portfolios and are looking for information and specialised advice for their decision making.
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.
Any queries?
Write to us and we will respond.
Information on the processing of personal data
In compliance with Law 15/2003 of 18 December on protection of personal data, the customer authorizes that the applicant’s personal data entered on this form will be incorporated into files owned and managed by MORA BANC GRUP, SA – MORA BANC, SAU (hereafter referred to as “MoraBanc”) to process the requested service and, if necessary, to comply with the contracts finally entered into, and also to ensure correct operational procedures.
The applicant expressly authorises MoraBanc to send him/her commercial and promotional communications for products and services and information on the Bank itself, social or other activities, in hardcopy by post or by electronic means (among others, short messages (SMS) to mobile phones, e-mail, etc.). This consent can always be withdrawn, without retroactive effect.
The fact of filling out this form implies that the applicant acknowledges that the information and personal data provided are true, accurate and correct; otherwise, MoraBanc declines all responsibility for the lack of truthfulness or correctness of the data.
The applicant authorises the data provided to be communicated or shared with third parties forming part of the MoraBanc business group, entities which are primarily active in the financial, insurance and service sectors. The applicant is considered as having been informed of this transfer of information by means of this clause. The applicant accepts that he/she may be sent information on any product or service marketed by these companies.
The data processing manager is MoraBanc. The applicant is hereby informed that the rights of access, rectification, suppression or opposition may be exercised in the terms established in current legislation.
Or call us at +376 884 884
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