Investment Planning

A key aspect in taking care of your assets today and tomorrow

Well-being for your finances

Wealth planning is crucial. MoraBanc Private Banking will study your situation so that, together with your financial advisor, you are able to structure your assets to plan their transfer to your heirs.

Future planning

MoraBanc Private Banking offers a variety of financial instruments so that, together with your tax advisor, you learn more about the options that will allow you to optimise your estate to anticipate future circumstances and adapt to the current ones.

Unit Linked

While it is set up as a life insurance, with the right advice, you can benefit from all its potential advantages:

  • Flexibility: quick and easy to set up, facilities for estate and succession planning.
  • Versatility and liquidity: fully or partially callable. This allows investors to obtain cash without closing their investment and without any tax impact.


The SICAV (an open-ended collective investment vehicle), which could, according to your profile, optimise your financial estate management and the transfer to future generations.

SICAVs are a very favourable vehicle for families, as they work in a similar way to investment funds. However, they have legal entity, so they can be set up with a more exclusive level of shareholders.

Financial Reporting

MoraBanc Private Banking offers the information that you and your financial advisor need to proceed in two essential fields:

Tax Reporting:

  • Tax simulations of your investment portfolio.
  • Information about the formalities and requirements to proceed with the tax settlements in your home country or your country of tax residence.

Financial Reporting:

  • Global position of your investment portfolio, classified by type of asset, currency, etc.
  • Performance of your portfolio under the current and previous GIPS calculation systems.
  • Detailed status of your investment portfolio.


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