We provide financial advisory to our clients and their families on
THE MANAGEMENT OF THEIR WEALTH THROUGHOUT THEIR LIVES
Commitment
Inteligo Bank's financial advisory demonstrates the real meaning of the word Commitment; our team of genuinely service-minded experts will manage your financial goals as if they were their own.
Proactivity
We anticipate the financial needs of our clients by offering them different pertinent solutions in the shortest possible time.
Expertise
By choosing Inteligo Bank's financial advisory you will work with a team of experts that are highly qualified at the local and international levels.
Advisory Process
Our advisory process is a pillar of our relationship; it allows us to align your financial life goals with an investment portfolio that is based on your levels of risk.
Advisory Process
Our advisory process is a pillar of our relationship; it allows us to align your financial life goals with an investment portfolio that is based on your levels of risk.
Advisory Process
Investor profile
It is the most important stage of the advisory process to determine: Investment objective, risk tolerance, investment horizon and strategic distribution of portfolio assets.
Advisory Process
Investment policy
Stage in which the guidelines that will guide the investment decisions of your diversified portfolio are defined.
Advisory Process
Portfolio Design
At this stage, our advisors will propose a portfolio based on the investment strategy.
Advisory Process
Performance Review
Permanent monitoring of the evolution of the portfolio.
Access your investments at any time and in any place
We are part of
We are regulated by
2019 INTELIGO BANK, Private Bankers | Inteligo Bank is a subsidiary of Inteligo Group
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Access your investments at any time and in any place
We are part of
We are regulated by
2019 INTELIGO BANK, Private Bankers | Inteligo Bank is a subsidiary of Inteligo Group