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IdeaCOM International Consulting

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Private Banking Services IdeaCOM


Our Private Banking services for corporations and individuals are aimed at investors seeking a safe haven for their assets during turbulent times.

 

Besides a full range of retail banking services (checking accounts, credit cards, internet banking etc), it offers a range of attractive services for the sophisticated international investor, including its own investment funds and access to third party products, precious metals investments etc, and even a fund investing in fine wines. Accounts may be maintained in all major currencies (USD, Euro, Canadian dollar, sterling, etc.) plus many emerging market currencies.

 

Services offered also include international asset protection, estate planning and legal tax minimization structures such as holding companies and family foundations, and tax implications of personal residency and citizenship.

 

You need these services if:

 

§   You are concerned about the depreciation of the dollar but don’t want to keep all your assets in pesos

§   You are not satisfied with the level of service offered by your existing bank

§   You are concerned about inheritance tax and succession issues

§   You are involved in international business and would like to learn about legal ways to reduce your tax burden

§   You are looking for a conservative safe haven for your saving

 

See sites on topics related to offshore investing, car registration, expat insurance and more here

 

Banca Privada d'Andorra

 

Our strategic partner, the Banca Privada d'Andorra, together with Global Services in Andorra, offers a full range of services to protect your assets, provide investment vehicles and secure your protection.

 

Private Banking

 

BPA relies on a team of highly qualified professionals to help its clients define and structure their investments, on the basis of their personal, professional, as well as their objectives, preferences and needs. BPA provides made-to-measure savings and investment solutions, which can vary enormously depending on the time horizon, the aversion to risk, the degree of internationalisation, expectations for returns, security and liquidity.

Advantages of BPA

BPA is a company made up in its entirety of Andorran shareholders. Its headquarters are located in the Principality of Andorra, which allows it to carry out activities within a secure legal framework.

Values embraced by its management:

Absolute discretion and confidentiality.
Ability to take the initiative, professionalism and efficiency of the services.
Pragmatism when making decisions.
Care and prudence in consultancy.
Transparency and independence of the management.
Respect for the rules of deontology.

Asset management

BPA provides its clients with a personal manager in charge of suitably structuring their investments so as to achieve the highest possible returns.

BPA and its clients enter into asset management contracts with different risk profiles. The models are designed in accordance with studies carried out by expert analysts on the evolution of the financial markets.

The priorities of BPA:

To listen to the needs and preferences of its clients.
To work together in researching intelligent solutions.
To establish a relationship of trust, based on our top quality service and consultancy.

 


 

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Last modified: 04/17/08