Since its establishment in 1930, Andbank has been dedicated to wealth management, basing its investment philosophy on preserving capital and achieving sustainable and consistent medium and long-term returns.
These more than 85 years of experience have enabled us to progressively improve our management style, based on a methodology that includes 5 phases of action:
Our ambition is to achieve excellence in service. We are aware that the success of our management lies fundamentally in knowing the investment profiles of our clients and in proposing innovative and competitive investment solutions that fit the strategy defined for each of our clients.
Wealth planning
At Andbank we are convinced that the key to our success as bankers is based on proper wealth planning, which is We help our clients to design the management strategy that best suits their needs.
At Andbank we know that there are many variables to take into account in defining a succession plan, such as the considerable emotion it entails or its direct relationship with civil law and tax regulations. These two issues have a direct impact on the path the client is defining for that succession. so we believe that it is therefore fundamental for the definition of a succession plan to be led by professionals who are experts in the field.
