Consulting services for fnancial entities / companies:
CONSULTANCY
INVESTMENT MANAGERS/BANKS/FINANCIAL ADVISORS
- The analysis of the existing Book of business in Life/Investment policies as well as helping with the growth and effectiveness of the process involved in the development of the insurance branch for private clients
- Start to develop the Live Insurance (specially the Unit Linked) as new offer for its private banking clients
INSURANCE COMPANY WITH PERMANENT ESTABLISHMENT OR FREE PROVISION OF SERVICE
- Help to implement the business plan and develop its activity in Spain
- Strategic development of Unit Linked as Estate and Succession Planning tool