Solutions - Inteligo Bank

We transform your objectives into realities

Our team of financial advisors and investment experts work together to support you and provide you with a comprehensive and personalized service in the management of your portfolio.

All of our professionals are highly qualified, have certifications such as the CFA and are in constant training, which allows them to know the financial market in depth, its trends and opportunities.

But beyond their knowledge, what really sets them apart is their focus on support, clarity in their communication, and empathy; in a word: their commitment to you.

Customized strategy and approach

The solutions and services we provide begin by valuing the individuality of each client, offering personalized financial solutions according to their goals and considering the stage of life they are in:

Solutions focused on you

Your financial investments need the constant monitoring of a group of experts. We will accompany you and guide you to define which alternative best suits your needs:

Private Banking

Expert and personalized financial advice, designed specifically to meet the needs of high-net-worth clients. Our comprehensive approach ensures financial solutions that optimize and protect your investments, giving you peace of mind and security.

Wealth Management

Through our Inteligo Plus service, a team of specialists, together with your Financial Advisor, will provide you with advice on various wealth management services, such as: advice on your investment portfolios actively, multi-bank management, estate and succession planning, etc.