Why choose MoraBanc Private Banking

10 reasons to join a different way of banking

1. We pursue the same goals

There is no “you” and “us”. Our methodology involves you in every decision and takes your needs into consideration so your expectations are met.

  • Goal analysis
    We help you set your goals, we study your asset situation, your risk aversion and your financial knowledge.
  • Action plan
    Our experts assess the alternatives and outline the best path and the optimal strategy to pursue.
  • Implementation
    We assess your strategy with you and we implement it in order to achieve your goals.
  • Reporting and follow-up
    We follow up on your investments as they evolve and look for new opportunities.

2. All kinds of estates

We possess broad experience in managing individual, family and institutional estates closely and with absolute trust and discretion.

3. Constant information

About every aspect related to your investments or your assets and also regarding the latest financial news and developments.

4. The best experts at your disposal

All of MoraBanc’s capacity at your service: expert account managers, MoraBanc Asset Management professionals, MoraBanc Assegurances… We are at your disposal to offer you help with whenever you need.

5. Customised product catalogue

We offer tailored solutions at all times, customising our catalogue and adapting it to your needs and interests: mortgages, project financing, savings and life insurance, investment options…

6. Your assets in the best hands

We help you structure your assets according to your investment profile in order to improve your taxation options or plan your heirs’ inheritance. We take care of your assets in a delegated way or supporting you in your decision-making with specialised information and advice.

7. Great diversification options

Diversifying your portfolio can be a great asset to enable you to increase your equity. We place at your disposal our Investment Funds Open Platform, as well as the most exhaustive information on philanthropic projects and appropriate products for your investment profile.

8. More than 60 years of banking in Andorra

We know our territory very well. We will explain all the advantages and grants that are available for you in order to optimise your investment in Andorra.

9. Multiplatform online banking

You will have an agile and convenient online operating platform both on your mobile phone and on your computer. Additionally, you will have access to our Online Broker service so you can check your investments status, purchase or sell securities or perform simulations.

10. Premium advantages

Just by being a Private Banking customer will allow you to attend events and conferences where you can meet other high net worth individuals. In addition, thanks to our cards, you will enjoy discounts and exclusive coverage totally free of charge.

Any queries?

Write to us and we will respond.

  • Mora Banc Grup, SA, with registered address at Av. Meritxell 96, AD500 Andorra la Vella is the data controller of your personal data contained in this form for the purposes of handling your request. You may at any time access, rectify, delete, restrict, object, request the portability of your data and withdraw your consent by emailing us at: protecciodedades@morabanc.ad. For further information on the processing of personal data by Mora Banc Grup, SA, please see the Privacy Policy on our website.

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