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Personal advice

The importance of your banker

Understanding our customers is our priority.

Your banker, your perfect companion

At Creand, our customers have their own banker, a professional and specialist expert to respond to their every need and to help them in every decision related to their assets.

Customers and their bankers enjoy a close relationship based on professionalism and trust. We provide a service backed by a team of personal bankers and asset management specialists to suit our clients’ investment objectives.

Our goal is to uphold our commitment to quality and security, establishing long-lasting relationships of trust and shared interests and benefits by creating solutions.

Our relationship model


Constant monitoring

We offer each client the dedication they need with regular meetings, face-to-face or remotely, at any time to see how their portfolio and market is evolving, as well as possible recommendations.


Personalized service

We offer specialised advice, tailored to the needs of each client, and we take on the optimum number of clients per adviser to guarantee a quality service.


Wealth advisory

A team of experts with extensive experience in high net worth planning to offer our clients a differential service with global solutions adapted to their investment objectives.


Equity report

Each client has online access to view their positions, as well as their Equity Position Report.