AI Wealth - Investment Management
Investment Management - Barcelona, Catalonia, Spain
AI Wealth - Investment Management Employees
AI Wealth - Investment Management Details
Most of our financial planners have been with us for a long time. The majority for more than 20 years. Which is rare in our industry. Our clients like this about us, because they can talk to the same, familiar face about their finances every time. So everything runs more smoothly. And our clients stay loyal to us. Our financial solution providers like us for the same reason.So if you live abroad and would like help with your financial planning, get in touch with us when you are ready to talk. Or if you are an institution seeking corporate solutions, let us know when you would like to be contacted.We have specialised in providing independent wealth management advice to people living abroad and tailored corporate solutions to institutions for over 20 years. All our advisers undertake mandatory Continuing Professional Development courses and must maintain – and demonstrate – a required level of professional knowledge and proficiency.---Head quartered in Barcelona, we are authorised and regulated by the Dirección General de Seguros y Fondos de Pensiones Spain (DGS) and can offer our services in all EU member states under the Freedom of Services Act. The DGS is the official body responsible for monitoring Spain's financial sector. - Our DGS Spain registration number is J2370 - Our UK Financial Conduct Authority (FCA) registration number is 477504We operate under the Freedom of Services Act and in some countries operate established branches under the Freedom of Establishment Act. Regular compliance checks together with audits of the advice we are giving ensure that we continue to maintain a high quality of service.
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