Personalized advice
We go the extra mile to help you to manage, protect, and grow your wealth.
What sets us apart?
At Creand Wealth Management, we are specialists in wealth advisory and management with a personalized service.
As part of Creand Group, we can offer an international advisory and discretionary management service. We provide highly specialized financial services without sacrificing our personalized customer service or flexibility.
Based on the principle of investing in value, we focus on maximizing long-term returns by evaluating the quality of assets.
We adapt to our clients’ objectives and we structure their portfolios to align with their needs, ranging from capital preservation to capital growth and appreciation. We have always been committed to an open architecture, underpinned by exclusive dedication, independent criteria, experience, and the utmost rigor, combining both quantitative and qualitative aspects in the securities selection process.
Our capabilities
We focus on the aspects that make us stand out and allow us to expand our capabilities:
Comprehensive services aimed at a select group of clients through our financial solutions and services.
We tailor our products and services to each of our clients to meet their needs and objectives.
Our team is highly specialized in local and international financial markets, so we can identify the best opportunities for our clients’ portfolios.
Our platform allows us to address your needs in different international markets and take custody of your investments in different institutions.
Our objective is to look after our clients’ interests, which is why we work independently without any third-party commitments. This means we can find the best opportunities for our clients.
We operate in a global environment. We are part of the international Creand Group, so we employ international analysis and strategy, allowing us to anticipate and create opportunities for every investor profile.
Our management model
A model based not only on what we do, but on how we do it.
We design tailored investment solutions, seeking maximum short-term stability and maximum long-term returns.
We prioritize the preservation and protection of wealth
We protect our clients’ wealth and look after their needs in a comprehensive manner. We follow a model based on investments in profitable and sustainable businesses, and the search for short-term stability and long-tern returns.
Multidisciplinary service
This comprehensive approach to wealth is possible thanks to the fact that the financial advisor interacts directly with the client. The advisor is surrounded by a team of specialists, enabling them to offer a multi-disciplinary service to the client.
Flexibility
Market environments are often complex and changeable, so we try to manage investments in a flexible manner, offering tailored management based on client preferences in terms of risk and management style.
Comprehensive approach to wealth
We protect our clients’ wealth in a comprehensive manner, in all its aspects. Therefore, we look for partnerships that allow us to consider aspects such as business, real estate, financial assets and liabilities, among others.
Advisers and managers - key principles
Understanding our customers, our priority.
Having an open architecture allows us to offer our clients the best global solutions, whether they are our own or from third parties.
To define and implement the most profitable financial strategies, we have a team that is highly specialized in financial solutions.
To improve our services, we have collaboration agreements with strategic partners.
Belonging to the international Creand Group allows us to have more diverse investment alternatives and expert teams in multiple jurisdictions to offer a boutique service and hold custody of your assets within our international subsidiaries.
Our advisors have a small number of clients in order to guarantee a completely personalized service to each and every one of them.
We work to meet our clients’ needs, balancing returns with the risks. Our objective is short-term stability and long-term returns.
Philosophy and investment method
We manage our clients' wealth based on the identification of their needs.
Our priorities are as follows:
Preservation of capital
We seek attractive returns at all stages of the cycle with exhaustive risk controls.
Return
Seeking return in the medium and long term without forgetting about the short term.
Appreciation
Rigorous analysis of profitable and sustainable opportunities over time.
Shall we talk?
Our team of experts will support you in your projects with the best financial products and services on the market.
