Grupo de Cliente Privado

El Grupo de Cliente Privado (GCP) es un equipo de profesionales con una larga trayectoria viendo operaciones financieras complejas y cuentas como:

  • Estrategias de inversiones alternativas
  • Donor Advised Funds
  • Soluciones de financiación
  • Acciones restringidas
  • Planes de Acciones de Empleados Propietarios
  • Charitable Giving Solutions
  • Servicios fiduciarios

 

Beneficios del Grupo de Cliente Privado

  • Mayor liquidez: GCP ayuda a clientes de alto patrimonio a tener mayor liquidez a través de soluciones de financiación y estrategias alternativas de inversión.
  • Integramos soluciones de Wealth Management: GCP diseña estrategias de inversión para clientes de alto patrimonio coherentes con su plan patrimonial, ayudándoles a navegar las complejidades que este tipo de estrategias conllevan.
  • Dialogo continuo: el equipo de GCP mantiene un dialogo constante con los clientes atender las necesidades y requerimientos.

BNY Research and Commentary

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