Who are we?

Insignium Iberia EAF SA is an independent firm specialized in the provision of financial advisory services in an honest, impartial and tailored way to the needs of our clients base. It is part of a group of financial companies that was founded in Switzerland in 2012.

The professionals that form part of Insignium are highly qualified and have many years of experience, having held senior positions within prestigious financial institutions located in some of the best financial centres in the world.  We share a mutual professional and financial culture in which values  such as loyalty towards our clients, capital protection and the long term approach are prevalent.

We also have a Board of Directors whose responsibilities include leading the company’s progress, defining its strategy, monitoring activity and supervising legal and regulatory compliance.

Our mission

We provide advice to families, businesses and individuals in all of their financial affairs. The main objective of our multidisciplinary team of professionals, is to meet the needs of our national and international client base.  Ultimately, we seek to achieve an optimal balance between wealth protection and growth. To achieve these goals we take into consideration some fundamental elements of wealth management such as exposure to risk, control, structuring, consolidation, taxation and succession.

Independence is a word that is often used in our industry. A sizeable number of financial institutions presume to be an independent while more often doing the contrary. Thus, the only way to know if a firm is really independent is to analyze what they do instead of what they say.

Our team is aware of the importance of independence. Not only as a catchy motto, but as a basic element of our daily activity. We have learned that long term client relationships are only possible if high standards of honesty and transparency are consistently and diligently maintained.

Values

  • TRUST, our essence
  • DISCRETION, our duty
  • INDEPENDENCE, our way
  • SECURITY, our objective
  • HONESTY, our commitment
logocn

Este sitio web utiliza cookies para que usted tenga la mejor experiencia de usuario. Si continúa navegando está dando su consentimiento para la aceptación de las mencionadas cookies y la aceptación de nuestra política de cookies, pinche el enlace para mayor información.plugin cookies

ACEPTAR
Aviso de cookies