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Mortgage Matters Spain
Marbella, Spain
A
1-10 Employees
2018
Key takeaway
Mortgage Matters Spain is a dedicated mortgage consultancy that provides bespoke financial solutions for homeownership in Spain. They emphasize their commitment to exceptional service and expertise, with qualified advisors who can assist clients in navigating the mortgage process.
Reference
Product
Wealth Management - Mortgage Matters Spain
Wealth management as an investment-advisory discipline which incorporates financial planning, investment portfolio management and a number of aggregated financial services.
Simplicity Wealth Management
Marbella, Spain
A
11-50 Employees
-
Key takeaway
Simplicity Wealth Management emphasizes their commitment to providing clear and straightforward financial advice tailored to individual circumstances. They offer assistance in planning for retirement and education, making the wealth management process accessible and structured.
Reference
Service
Services | Simplicity Wealth Management
168 Global Wealth
Benahavís, Spain
A
1-10 Employees
2020
Key takeaway
168 Global Wealth offers tailored wealth management advice and planning, focusing on estate planning, investment strategy, and taxation. Their team of experts is dedicated to helping clients achieve their financial goals, emphasizing that it's never too early or too late to start financial planning.
Reference
Core business
Wealth Management Experts - 168 Global Wealth
Tailored Wealth Management Advice And Planning To Help You Achieve Your Financial Goals. Helping You Grow A Wealthier Future.
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AbbeyWealth
Marbella, Spain
A
51-100 Employees
2007
Key takeaway
Abbey Wealth specializes in providing personalized financial services for expatriates, ensuring that clients receive regulated advice that prioritizes their interests. With a focus on collaboration and delivering value, they aim to help clients effectively manage and grow their wealth.
Reference
Core business
Home | Abbey Wealth | Expatriate Financial Services
Wealth Solutions
Madrid, Spain
A
51-100 Employees
2001
Key takeaway
Wealth Solutions is part of the international holding dedicated to wealth management, Sinergia Global Partners, highlighting its focus on providing comprehensive wealth management services.
Reference
Core business
Wealth Solutions - Gestión patrimonial
Baycrest Wealth
Marbella, Spain
A
1-10 Employees
-
Key takeaway
Baycrest Wealth, a specialist financial advisory firm, offers tailored wealth management services, including investments, retirement planning, and insurance. Their commitment to transparency and personalized advice aims to help clients achieve their financial goals throughout different life stages.
Reference
Core business
Financial Planning and Wealth Management Services - Baycrest Wealth
Baycrest are specialist financial advisors focusing on Investments, Retirement Planning & Pensions, Wealth Management, Regular Savings and Insurance.
AI Wealth - Investment Management
Barcelona, Spain
A
11-50 Employees
-
Key takeaway
The company emphasizes its commitment to providing open and honest financial options, ensuring that clients receive high-quality wealth management advice regardless of their capital. With regulatory authorization and the ability to operate across EU member states, they focus on protecting and enhancing clients' wealth through regular compliance and audits.
Reference
Core business
About us
Worldwide Links Consulting
San Sebastián, Spain
A
1-10 Employees
2020
Key takeaway
WLC is a Business Consulting Firm that specializes in fostering globalization for entrepreneurs and small to medium companies, providing them with a network and strategic approach to succeed in the global market. They offer investment management services, emphasizing their role as reliable partners in helping businesses grow internationally.
Reference
Product
WLC :: Investment management services.
WLC :: Investment management services.
Alercia International Wealth Management
Alicante, Spain
A
1-10 Employees
2019
Key takeaway
Alercia International Wealth Management is a registered entity with the Bank of Spain, acting as an exclusive agent for BBVA since 2018. Their experienced team provides tailored financial management services to institutions, businesses, and individuals, leveraging BBVA's extensive product and service offerings.
Reference
Core business
inicio | Alercia International Wealth Management
Wealz - Business & Technology Consulting
Madrid, Spain
A
1-10 Employees
2022
Key takeaway
Wealz Consulting specializes in wealth management and asset management, offering over 20 years of experience to help clients innovate and adapt to the evolving investment landscape. They serve a diverse range of clients, including wealth managers, private banks, and asset owners, providing strategic and technological consulting tailored to the industry's needs.
Reference
Core business
Wealz Consulting
Business and Technology Consulting for the Wealth and Asset Management Industry
Technologies which have been searched by others and may be interesting for you:
When exploring the Wealth Management industry in Spain, several key considerations emerge. Regulatory frameworks play a critical role, with the Comisión Nacional del Mercado de Valores (CNMV) overseeing the sector, ensuring compliance with both national and EU regulations. Understanding these regulations is crucial for firms, as they shape operational standards and client interactions. The industry faces challenges such as economic fluctuations, which can impact investment strategies and client portfolios. However, opportunities abound, particularly in sustainable investing, as more clients seek environmentally responsible options. The competitive landscape is marked by both traditional banks and new fintech companies, leading to innovative solutions and personalized services that cater to diverse client needs. Moreover, Spain's strategic location within the EU enhances its relevance in the global market, attracting international investors looking for opportunities in a stable environment. Additionally, the growing demand for wealth management services among affluent individuals underscores the importance of building strong client relationships and offering tailored financial solutions. Overall, staying informed about market trends, regulatory changes, and client preferences is essential for success in Spain's wealth management sector.
Some interesting numbers and facts about your company results for Wealth Management
| Country with most fitting companies | Spain |
| Amount of fitting manufacturers | 24 |
| Amount of suitable service providers | 66 |
| Average amount of employees | 1-10 |
| Oldest suiting company | 2001 |
| Youngest suiting company | 2022 |
Some interesting questions that has been asked about the results you have just received for Wealth Management
What are related technologies to Wealth Management?
Based on our calculations related technologies to Wealth Management are Education, Engineering Services, IT & Technology Services, Healthcare Services, Consulting
Who are Start-Ups in the field of Wealth Management?
Start-Ups who are working in Wealth Management are Wealz - Business & Technology Consulting
Which industries are mostly working on Wealth Management?
The most represented industries which are working in Wealth Management are Finance and Insurance, Real Estate, IT, Software and Services, Consulting, Other
How does ensun find these Wealth Management Companies?
ensun uses an advanced search and ranking system capable of sifting through millions of companies and hundreds of millions of products and services to identify suitable matches. This is achieved by leveraging cutting-edge technologies, including Artificial Intelligence.