Private Banking

Expert and personalized financial advisory for high net worth clients.
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Our advisory and profiling process

Knowing and accompanying our clients is essential to design the strategy that best suits their needs. To do this, our Consulting Process is the first step:
1

Investor profile

Exploration stage to know your objectives and risk profile.
3

Portfolio preparation

Design and presentation of the personalized investment portfolio.
2

Investment policy

Definition of alternatives according to their profile defined in the previous point.
4

Performance Evolution

Permanent monitoring of your portfolio.

Arquitectura Abierta

Además de contar con productos de banca comercial como tarjeta de crédito, préstamos, entre otros, tenemos acceso a todo tipo de instrumentos financieros del Mercado Global, lo cual nos permite ofrecerle una completa asesoría financiera internacional según su necesidad de retorno.

Nuestras soluciones de inversión se enfocan en brindarle portafolios personalizados con los mejores rendimientos, considerando siempre su perfil de riesgo.

     
Agresivo
Alternativas de inversión

Commodities

Real estate

Private debt

Hedge funds

Acciones

Globales

BVL

MILA

ETF’s

Bonos

Soberanos

Corporativos

Grado de inversión y alto riesgo

Indexados a
la inflación

Fondos mutuos globales

Renta fija

Renta variable
(regionales y
sectoriales)

Notas y productos estructura-dos

Estructura-ciones con
baja exposición
a riesgo de mercado

Depósitos a plazos

Description

Defensivo
* Pase el cursor encima de cada producto para conocer el detalle

Open architecture

In addition to offering commercial banking products such as credit cards, loans, and other services, we have access to all types of financial instruments in the Global Market, which allows us to provide comprehensive international financial advice tailored to your return requirements.

Our investment solutions are focused on delivering personalized portfolios that offer the best returns, always considering your risk profile.

     
Agresivo
Hedge Funds

Commodities

Real estate

Private debt

Hedge funds

Stock Markets

Global

BVL

MILA

ETF’s

Bonds

Sovereign

Corporate

Investment grade and high risk

Indexed to
inflation

Global Mutual Funds

Fixed income

Variable income
(regional and
sectoral)

Notes and products structure-two

Structure-tions with
low exposure
to market risk

Time deposits
Fixed-term investments in exchange for a guaranteed interest rate
Defensivo
Defensive
Aggressive
     
* Click on each product to see details

Likewise, you and your family will be able to access the best investment alternatives offered by Inteligo Group subsidiaries.

Strategic partners

Diversification reduces risk. Our open architecture scheme will allow you to access the most important investment managers and funds in the world to maximize returns.

This will allow us to design personalized portfolios according to your risk profile and objectives, always with our financial advice and continuous monitoring.

Signature Visa Credit Card

Inteligo Bank Visa Signature offers you enhanced benefits, better credit lines, a highly flexible rewards program, and increased security when making your purchases.

Benefits

Visa Signature includes an exclusive benefits package that you can access by making specific service payments or purchases with this card.
Among the most important benefits are:

  • Travel Insurance
  • Personal Assistant - Visa Concierge
  • Visa Luxury Hotels

Inteligo Visa Signature

Points Program

With our Inteligo Visa Signature Points Program, you can redeem international flight tickets and travel packages to your destination of choice, as well as select wines and spirits.

You earn one point for every dollar spent, and you will find the balance of your earned points in your monthly statement.

Additional banking products

As an Inteligo Bank customer, you will also be able to access:

Checking accounts

Visa Signature Credit Card

Guaranteed loans

International transfers