MANAGEMENT IN EXPERT HANDS

At Crèdit Andorrà, we listen to our customers, understand their needs and analyse their profile in order to provide a tailored investment solution.

Gestió en mans expertes
Only an expert knows when an investment sounds right

We strive every day to offer a broad portfolio of tailor-made investment products and services. Analysing every customer’s profile by assessing the risks they are willing to assume and the results they want to obtain in order to give them personalised advice. Looking after the development and management of every customer’s assets on a daily basis. And achieving sustained returns over time.

Active Allocation Range

Only an expert knows how to tap into returns

Our range of Collective Investment Undertakings (CIUs) invests in funds all around the world, finding the best opportunities at all times.

Only an expert knows how to keep pace with the markets

Investment services: we are experts in unique and exclusive services under an open architecture

Advisory service: offering a proven methodology that selects the best funds and assets with an open architecture.
1

Analysis of customer needs in the specified time period

2

Definition of customer objectives and investor profile

3

Preparation of the suitable investment strategy

4

Implementation of investment strategy

5

Personalised and ongoing monitoring

And if you need a digital investment advisory service to help you maximise the return on your capital in a personalised way, take a look at Merkaat

Discretionary Portfolio Management

We offer a personalised portfolio according to every customer’s needs and preferences with an open architecture, providing constant monitoring to ensure we meet the return objectives set.

Gestió en mans expertes
Morningstar stars awarded in February 2022.
* Crediinvest SICAV Active Allocation Conservative (AFA register number EB02-0003-14), Crediinvest SICAV Active Allocation Flexible (AFA register number EB02-0003-15), Crediinvest SICAV Active Allocation Dynamic (AFA register number EB02-0003-16) and Crediinvest SICAV Active Allocation Equity (AFA register number EB02-0003-17) are sub-funds of the Luxembourg SICAV Crediinvest SICAV (Undertakings for the Collective Investment of Transferable Securities–UCITS–), authorised in Luxembourg, and supervised and regulated by the CSSF, with register number B-98745. The fees and expenses associated with these SICAV sub-funds are listed in the prospectus and Key Investor Information Document (KIID), available to view at www.creditbroker.ad. Management company: MC Square, SA. Investment manager: Credi-invest, SA. Custodian: Banque de Patrimoines Privés, SA. SICAV distributor in Andorra: Crèdit Andorrà, SA, with authorisation number EB 02/95.