Investment instruments

Private banking clients require increasingly globalised, sophisticated and cost-effective financial solutions. Our goal is to provide them with the best strategies and vehicles through a wide range of innovative products, while optimising the tax implications of every action that we take.

Using the Crèdit Andorrà Group platform, we select and recruit the best external service providers and tax experts in Luxembourg, Spain and Andorra.

Our services cover the various stages and aspects that need to be taken into account – from the creation of an investment vehicle through to its operation once launched:

  • Providing advice on planning investment strategies, selecting and structuring the appropriate vehicles in accordance with the needs of each client.
  • Creating the legal vehicle in the selected market and completing the necessary paperwork.
  • Providing administration, domiciliation and custody services for the investment vehicle.
  • Updating plans in line with changes (regulatory, market, taxation changes, etc.).
  • Depository, agent and execution services.
  • Administration agent, bookkeeping and market price monitoring once the vehicle has been set up.

The main features and benefits of the vehicles most commonly offered to our clients are described below: 

Definition

SICAV

SICAR

SIF

SOPARFI

SPV

A regulated scheme for investing in traditional assetsA specific scheme for investing in venture capitalA regulated scheme for promoting alternative investmentsAn unregulated holding Securitisation company

Asset type

SICAV

SICAR

SIF

SOPARFI

SPV

Securities and money market instrumentsMinority shareholdings in unlisted companies or private equity fundsAny asset, especially in hedge funds and real estate assetsHolding activities designed to manage businessesAny asset that can generate cash flow

Potential investors

SICAV

SICAR

SIF

SOPARFI

SPV

Institutional investors and large family fortunesInstitutional and professional investors, and well informed people Well informed investors with proven experience Large businesses Investors who seek regular income

By understanding your needs we can anticipate and exceed your expectations.