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CONSULTANCY

Consulting services for fnancial entities / companies:

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

  • CORPORATE INFORMATION
  • PHILOSOPHY
  • PRIVATE CLIENTS
  • COMPANIES
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  • CONTACT

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