Discretionary portfolio management

The peace of mind of knowing that your investments are in the hands of experts

Professional Criteria

As a MoraBanc client and exclusively in Andorra, you will benefit from access to portfolios designed with the strategic vision and the advice of Goldman Sachs Asset Management, one of the world’s leading investment banks, as part of the agreement entered into between the two firms.

Goldman Sachs’ experts and our own professionals will work together to be at your side at all times to help set your investment objectives, design the strategy to achieve them and provide you with updated information on your investments:

  • Personalised management: our clients are at the centre of everything. Your priorities, objectives and investment profile will be decisive when defining your portfolio.
  • Constant monitoring: we carry out ongoing monitoring of the investment to constantly adjust our clients’ portfolios to the current economic environment.
  • Fast and flexible decision making: Goldman Sachs Asset Management’s experts apply maximum discipline in managing the investments in order to make them more flexible in complex market environments.
  • Up-to-date information: our clients receive updated information on their portfolios and transactions on a regular basis. And you can view the position of your portfolio whenever you want via MoraBanc Digital.

Constant Feedback

Your expert investment manager will meet periodically with you and will work with a team of specialists in different fields in order to:

  • Define your goals and your investment profile.
  • Study your assets and suggest solutions that suit your interests.
  • Access the different financial markets and types of assets.
  • Control your portfolio’s volatility.
  • Follow up, report your positions’ current situation and apply any necessary changes.

Exclusive Benefits

  • Applies Goldman Sachs Asset Management’s strategic vision and advice.
  • Construction of the portfolio that best adapts to your risk profile.
  • Diversified and liquid portfolio.
  • Investment tracking.
  • Attractive rates.

Apply

Write to us and we will contact

Or call us at +376 88 48 84

Would you rather pay us a visit?

Find your closest office.