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Detailed Information

Jose C.

We offer a full range of wealth management & private banking services including our collaboration with the best Private banks to suit your needs.
We are only acting as business introducers of clients to banks.
We are not a bank or financial company we are just introducers of clients interested.
We are not managing assets of clients we are only introducing clients.
With investments we are following direct mandate of clients but never managing financial assets or acting like a bank or independent asset managers.
Our services from financial consulting to real estate, securities and inheritance planning.

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