Financial 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, we have created the new Financial Advisory Service in investment matters.

This service, which has been made possible by the agreement entered into between MoraBanc and Goldman Sachs Asset Management, combines the in-depth knowledge of our clients with an efficient methodology that allows us to recommend the ideal portfolio at any given time and to ensure automated follow-up of its performance.

  • Client knowledge: Your manager will carry out a comprehensive analysis of your investor profile to jointly define optimal objectives and meet your investment expectations. We will design a personalised portfolio proposal based on your investor profile, your liquidity requirements and your maximum risk level (from ultraconservative to speculative).
  • Asset allocation: Goldman Sachs Asset Management’s team of investment experts defines the composition of the portfolios by asset type in line with current market conditions. The portfolios are then personalised with your contribution. Moreover, as our client you will benefit from very attractive transaction costs.
  • Monitoring and control: We carry out continuous monitoring of the portfolio to detect risks and opportunities and to control the portfolio’s suitability in accordance with your investor profile. You can also view the position of your portfolio whenever you want via MoraBanc Digital.
  • Portfolio report: Our partnership with Finametrix, a leading company for fintech asset management solutions, means we can apply technological innovation to both our reports and risk control procedures. You will receive detailed analyses and personalised, clear and easy-to-read reports on a regular basis, using one of the most advanced advisory tools.

 

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