Banco Finantia Private Banking: Dedication and Commitment
We support our clients attaining their investment and savings objectives, based on a sustained and balanced growth of their assets.
This is the reason of being of the Private Banking department at Banco Finantia, consolidated in a personalized, competent, discreet, and confidential advisory. With more than 30 years of experience valuing our clients' financial assets.
We provide clients simple and transparent solutions that are suitable for their risk profile, their return expectations, and their investment timeframe.
The products and services we provide cover:
Term deposits and CD's
Purchase and sale of securities
Foreign Currency Accounts
The provision of advisory services, marketing of investment funds and purchase and sale of securities is subject to a questionnaire to assess the level of knowledge and experience and risk profile. For more information on the questionnaire, client classification, product risks, and sustainability see Supplementary Information.
Our drive is our desire to build long-term relationships, working alongside with our clients on the basis of mutual trust, following best practices.
For further information, we suggest that you contact our team of specialized professionals, who will identify the solution that best fits your profile and saving goals.