“Finanbest: The democratization of Private Banking.
The customer acquisition costs and time constraints faced by traditional human advisors have left many middle-class investors underadvised or unable to obtain portfolio management services. We offer an expert investment model for any investor starting from 3.000 euros, based in an expert team and the most advanced technology.
We provide private banking services at a fraction of the traditional cost, with a four step model automated and optimised from beginning to end: outline of risk profile, customised investment proposal, using the most advanced algorithm in the market (Black-Litterman), selection of world leader funds and finally dynamic monitoring.
In April 2017 we launched our business and in the last 12 months we have closed two relevant distribution agreements, have more than 250 retail clients and manage 10 Million AuMs. Our personalised portfolios have yield 2% additional average return over the market and cost savings of up to 70%.”