Our private banking division caters for the ever-developing needs of our high net-worth individual and institutional clients.
In handling our client’s portfolios, we put together our team’s expertise and dedication, to suggest specific and tailored investment solutions assuming our client’s financial goals and risk-tolerance, and basing our recommendations on high-end independent research providers as well as our in-house developed strategies to support long-term growth and safety of capital.
We understand that each client has a different culture and risk profile, and unique financial goals; therefore, we take a personalized approach to match those needs. At this stage, communication remains of utmost importance in determining the desired client involvement. The different strategies that may be adapted range from simple equity and fixed income portfolios, futures and options, to sophisticated funds, hedge funds and alternative investments.
Our main target is to help our clients grow their wealth, while preserving their capital, and we strive to accomplish this target through our dedicated team of industry experts, and our superior client service
Credit Financier Invest’s goal has been always to give impartial advice to investors who are looking for a cautious and disciplined investment strategy designed to reach investors’ goals over the long term.
This service provides investors with high standards insight as CFI answers the smallest details of clients’ financial requirement. CFI’s Private Banking team is there to implement investment strategies that meet clients’ needs and more. The company experts combine time-tested expertise with forward-thinking solutions. CFI’s Private Banking team works closely with investors to implement plans and offers clients the peace of mind that they are looking for. The company’s Private Banking team takes care of the day-to-day investment decisions assuring that investor’s long term goals are met.
By combining CFI’s team expertise with the company’s international counterparties, Credit Financier Invest offers its clients investment products with the highest standards in the global financial markets.
This service is dedicated to banks, pension funds, family offices or other institutional investors with excess capital on their balance sheet. This service is one of most exclusive services offered by CFI´s Private Banking department.
In collaboration with the company’s international counterparties, Credit Financier Invest provides this sophisticated investment service to its institutional clients. CFI strives to generate returns above benchmark, while maintaining the preservation of capital.
Credit Financier Invest is committed to design and implement sustainable solutions which enable investors to generate returns by investing in a carefully analyzed, diversified and leveraged debt instruments, held in the custody of top International Banks.
Want to know more information about how you can benefit from Credit Financier Invest’s Portfolio Management services? Fill out the contact form below and a CFI Private Banker will be more than glad to assist you: