{"id":27885,"date":"2025-01-28T08:57:57","date_gmt":"2025-01-28T08:57:57","guid":{"rendered":"https:\/\/www.norzpatrimonia.com\/nuestro-modelo-de-asesoramiento\/"},"modified":"2025-02-05T12:25:03","modified_gmt":"2025-02-05T12:25:03","slug":"el-nostre-model-dassessorament","status":"publish","type":"page","link":"https:\/\/www.norzpatrimonia.com\/ca\/el-nostre-model-dassessorament\/","title":{"rendered":"El nostre model d’assessorament"},"content":{"rendered":"

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El nostre model d\u2019assessorament<\/span><\/p>\n

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\nTenim criteri sobre un ventall il\u00b7limitat de productes d\u2019inversi\u00f3, <\/span>\u00a0i sense conflicte d\u2019inter\u00e8s.<\/span><\/p>\n

[\/vc_column_text][vc_empty_space height=\u00bb75px\u00bb][\/vc_column][\/vc_row][vc_row row_type=\u00bbrow\u00bb use_row_as_full_screen_section=\u00bbno\u00bb type=\u00bbgrid\u00bb text_align=\u00bbleft\u00bb background_animation=\u00bbnone\u00bb css=\u00bb.vc_custom_1591693473713{background-color: #ffffff !important;}\u00bb][vc_column offset=\u00bbvc_hidden-lg vc_hidden-md vc_hidden-sm\u00bb][vc_empty_space height=\u00bb70px\u00bb][vc_column_text]<\/p>\n

El nostre model
\nd\u2019assessorament<\/span><\/p>\n

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\nTenim criteri sobre un ventall il\u00b7limitat de productes d\u2019inversi\u00f3, <\/span>\u00a0i sense conflicte d\u2019inter\u00e8s.<\/span><\/p>\n

[\/vc_column_text][vc_empty_space height=\u00bb75px\u00bb][\/vc_column][\/vc_row][vc_row row_type=\u00bbrow\u00bb use_row_as_full_screen_section=\u00bbno\u00bb type=\u00bbfull_width\u00bb text_align=\u00bbleft\u00bb background_animation=\u00bbnone\u00bb css=\u00bb.vc_custom_1591693483039{background-color: #ffffff !important;}\u00bb][vc_column offset=\u00bbvc_hidden-xs\u00bb][vc_single_image image=\u00bb32326″ img_size=\u00bb700×385″ alignment=\u00bbcenter\u00bb qode_css_animation=\u00bb\u00bb][vc_empty_space height=\u00bb100px\u00bb][\/vc_column][\/vc_row][vc_row row_type=\u00bbrow\u00bb use_row_as_full_screen_section=\u00bbno\u00bb type=\u00bbfull_width\u00bb text_align=\u00bbleft\u00bb background_animation=\u00bbnone\u00bb css=\u00bb.vc_custom_1713770208194{margin-right: 10px !important;margin-left: 10px !important;background-color: #ffffff !important;}\u00bb][vc_column offset=\u00bbvc_hidden-lg vc_hidden-md vc_hidden-sm\u00bb][vc_single_image image=\u00bb32326″ img_size=\u00bbfull\u00bb alignment=\u00bbcenter\u00bb qode_css_animation=\u00bb\u00bb][vc_empty_space height=\u00bb100px\u00bb][\/vc_column][\/vc_row][vc_row row_type=\u00bbrow\u00bb use_row_as_full_screen_section=\u00bbno\u00bb type=\u00bbgrid\u00bb text_align=\u00bbleft\u00bb background_animation=\u00bbnone\u00bb css=\u00bb.vc_custom_1713425562920{background-color: #ffffff !important;}\u00bb][vc_column width=\u00bb1\/3″ css=\u00bb.vc_custom_1713770262138{padding-right: 100px !important;}\u00bb offset=\u00bbvc_hidden-xs\u00bb][vc_column_text]<\/p>\n

Global
\ni Integrat<\/span><\/p>\n

[\/vc_column_text][\/vc_column][vc_column width=\u00bb2\/3″ css=\u00bb.vc_custom_1713770268149{padding-left: 50px !important;}\u00bb offset=\u00bbvc_hidden-xs\u00bb][vc_column_text]<\/p>\n

Proposem productes i carteres d\u201factius financers (bons, accions, divises), i explorem \u00e0rees d\u201foportunitat en alternatives d\u201finversi\u00f3 en economia real (capital risc, projectes empresarials i immobiliaris).<\/span><\/p>\n

 <\/p>\n

A m\u00e9s, coordinem els diferents vessants de l’assessorament patrimonial prestat per tercers (bancari, legal i fiscal, entre d’altres).<\/span><\/p>\n

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Global
\ni Integrat<\/span><\/p>\n

[\/vc_column_text][\/vc_column][vc_column width=\u00bb2\/3″ offset=\u00bbvc_hidden-lg vc_hidden-md vc_hidden-sm\u00bb][vc_empty_space][vc_column_text]<\/p>\n

Proposem productes i carteres d\u201factius financers (bons, accions, divises), i explorem \u00e0rees d\u201foportunitat en alternatives d\u201finversi\u00f3 en economia real (capital risc, projectes empresarials i immobiliaris).<\/span><\/p>\n

 <\/p>\n

A m\u00e9s, coordinem els diferents vessants de l’assessorament patrimonial prestat per tercers (bancari, legal i fiscal, entre d’altres).<\/span><\/p>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_type=\u00bbrow\u00bb use_row_as_full_screen_section=\u00bbno\u00bb type=\u00bbgrid\u00bb text_align=\u00bbleft\u00bb background_animation=\u00bbnone\u00bb css=\u00bb.vc_custom_1713425946266{background-color: #ffffff !important;}\u00bb][vc_column][vc_separator color=\u00bb#6b6b6b\u00bb type=\u00bbnormal\u00bb border_style=\u00bb\u00bb up=\u00bb40″ down=\u00bb40″][\/vc_column][\/vc_row][vc_row row_type=\u00bbrow\u00bb use_row_as_full_screen_section=\u00bbno\u00bb type=\u00bbgrid\u00bb text_align=\u00bbleft\u00bb background_animation=\u00bbnone\u00bb css=\u00bb.vc_custom_1713425562920{background-color: #ffffff !important;}\u00bb][vc_column width=\u00bb1\/3″ css=\u00bb.vc_custom_1713770414018{padding-right: 100px !important;}\u00bb offset=\u00bbvc_hidden-xs\u00bb][vc_column_text]<\/p>\n

Sense conflicte
\nd’interessos<\/span><\/p>\n

[\/vc_column_text][\/vc_column][vc_column width=\u00bb2\/3″ css=\u00bb.vc_custom_1713770407176{padding-left: 50px !important;}\u00bb offset=\u00bbvc_hidden-xs\u00bb][vc_column_text]<\/p>\n

Gestionem des del primer moment qualsevol conflicte d’interessos mitjan\u00e7ant la seva posada en coneixement en el mateix moment de donar-se.<\/span><\/p>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_type=\u00bbrow\u00bb use_row_as_full_screen_section=\u00bbno\u00bb type=\u00bbgrid\u00bb text_align=\u00bbleft\u00bb background_animation=\u00bbnone\u00bb css=\u00bb.vc_custom_1713425562920{background-color: #ffffff !important;}\u00bb][vc_column width=\u00bb1\/3″ offset=\u00bbvc_hidden-lg vc_hidden-md vc_hidden-sm\u00bb][vc_empty_space][vc_column_text]<\/p>\n

Sense conflicte
\nd’interessos<\/span><\/p>\n

[\/vc_column_text][\/vc_column][vc_column width=\u00bb2\/3″ offset=\u00bbvc_hidden-lg vc_hidden-md vc_hidden-sm\u00bb][vc_empty_space][vc_column_text]<\/p>\n

Gestionem des del primer moment qualsevol conflicte d’interessos mitjan\u00e7ant la seva posada en coneixement en el mateix moment de donar-se.<\/span><\/p>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_type=\u00bbrow\u00bb use_row_as_full_screen_section=\u00bbno\u00bb type=\u00bbgrid\u00bb text_align=\u00bbleft\u00bb background_animation=\u00bbnone\u00bb css=\u00bb.vc_custom_1713425946266{background-color: #ffffff !important;}\u00bb][vc_column][vc_separator color=\u00bb#6b6b6b\u00bb type=\u00bbnormal\u00bb border_style=\u00bb\u00bb up=\u00bb40″ down=\u00bb40″][\/vc_column][\/vc_row][vc_row row_type=\u00bbrow\u00bb use_row_as_full_screen_section=\u00bbno\u00bb type=\u00bbgrid\u00bb text_align=\u00bbleft\u00bb background_animation=\u00bbnone\u00bb css=\u00bb.vc_custom_1713425562920{background-color: #ffffff !important;}\u00bb][vc_column width=\u00bb1\/3″ css=\u00bb.vc_custom_1713770492439{padding-right: 100px !important;}\u00bb offset=\u00bbvc_hidden-xs\u00bb][vc_column_text]<\/p>\n

Transpar\u00e8ncia<\/span><\/p>\n

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Ens preocupem perqu\u00e8 el Client entengui els productes i inversions suggerides, el seu funcionament intern, les seves comissions i riscos, aix\u00ed com que pugui con\u00e8ixer el seu rendiment en tot moment.<\/span><\/p>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_type=\u00bbrow\u00bb use_row_as_full_screen_section=\u00bbno\u00bb type=\u00bbgrid\u00bb text_align=\u00bbleft\u00bb background_animation=\u00bbnone\u00bb css=\u00bb.vc_custom_1713425562920{background-color: #ffffff !important;}\u00bb][vc_column width=\u00bb1\/3″ offset=\u00bbvc_hidden-lg vc_hidden-md vc_hidden-sm\u00bb][vc_empty_space][vc_column_text]<\/p>\n

Transpar\u00e8ncia<\/span><\/p>\n

[\/vc_column_text][\/vc_column][vc_column width=\u00bb2\/3″ offset=\u00bbvc_hidden-lg vc_hidden-md vc_hidden-sm\u00bb][vc_empty_space][vc_column_text]<\/p>\n

Ens preocupem perqu\u00e8 el Client entengui els productes i inversions suggerides, el seu funcionament intern, les seves comissions i riscos, aix\u00ed com que pugui con\u00e8ixer el seu rendiment en tot moment.<\/span><\/p>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_type=\u00bbrow\u00bb use_row_as_full_screen_section=\u00bbno\u00bb type=\u00bbgrid\u00bb text_align=\u00bbleft\u00bb background_animation=\u00bbnone\u00bb css=\u00bb.vc_custom_1713425946266{background-color: #ffffff !important;}\u00bb][vc_column][vc_separator color=\u00bb#6b6b6b\u00bb type=\u00bbnormal\u00bb border_style=\u00bb\u00bb up=\u00bb40″ down=\u00bb40″][\/vc_column][\/vc_row][vc_row row_type=\u00bbrow\u00bb use_row_as_full_screen_section=\u00bbno\u00bb type=\u00bbgrid\u00bb text_align=\u00bbleft\u00bb background_animation=\u00bbnone\u00bb css=\u00bb.vc_custom_1713425562920{background-color: #ffffff !important;}\u00bb][vc_column width=\u00bb1\/3″ css=\u00bb.vc_custom_1713770542727{padding-right: 100px !important;}\u00bb offset=\u00bbvc_hidden-xs\u00bb][vc_column_text]<\/p>\n

Servei
\nIndividualitzat<\/span><\/p>\n

[\/vc_column_text][\/vc_column][vc_column width=\u00bb2\/3″ css=\u00bb.vc_custom_1713770548948{padding-left: 50px !important;}\u00bb offset=\u00bbvc_hidden-xs\u00bb][vc_column_text]<\/p>\n

Som conscients que cada client \u00e9s \u00fanic. Per aquest motiu assessorem atenent la seva situaci\u00f3 personal i les seves expectatives, ajudant-lo a triar els productes i les inversions m\u00e9s adequats.<\/span><\/p>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_type=\u00bbrow\u00bb use_row_as_full_screen_section=\u00bbno\u00bb type=\u00bbgrid\u00bb text_align=\u00bbleft\u00bb background_animation=\u00bbnone\u00bb css=\u00bb.vc_custom_1713425562920{background-color: #ffffff !important;}\u00bb][vc_column width=\u00bb1\/3″ offset=\u00bbvc_hidden-lg vc_hidden-md vc_hidden-sm\u00bb][vc_empty_space][vc_column_text]<\/p>\n

Servei
\nIndividualitzat<\/span><\/p>\n

[\/vc_column_text][\/vc_column][vc_column width=\u00bb2\/3″ offset=\u00bbvc_hidden-lg vc_hidden-md vc_hidden-sm\u00bb][vc_empty_space][vc_column_text]<\/p>\n

Som conscients que cada client \u00e9s \u00fanic. Per aquest motiu assessorem atenent la seva situaci\u00f3 personal i les seves expectatives, ajudant-lo a triar els productes i les inversions m\u00e9s adequats.<\/span><\/p>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_type=\u00bbrow\u00bb use_row_as_full_screen_section=\u00bbno\u00bb type=\u00bbgrid\u00bb text_align=\u00bbleft\u00bb background_animation=\u00bbnone\u00bb css=\u00bb.vc_custom_1713425946266{background-color: #ffffff !important;}\u00bb][vc_column][vc_separator color=\u00bb#6b6b6b\u00bb type=\u00bbnormal\u00bb border_style=\u00bb\u00bb up=\u00bb40″ down=\u00bb40″][\/vc_column][\/vc_row][vc_row row_type=\u00bbrow\u00bb use_row_as_full_screen_section=\u00bbno\u00bb type=\u00bbgrid\u00bb text_align=\u00bbleft\u00bb background_animation=\u00bbnone\u00bb css=\u00bb.vc_custom_1713425562920{background-color: #ffffff !important;}\u00bb][vc_column width=\u00bb1\/3″ css=\u00bb.vc_custom_1713770577624{padding-right: 100px !important;}\u00bb offset=\u00bbvc_hidden-xs\u00bb][vc_column_text]<\/p>\n

Comprom\u00eds
\ni proactivitat<\/span><\/p>\n

[\/vc_column_text][\/vc_column][vc_column width=\u00bb2\/3″ css=\u00bb.vc_custom_1713770582983{padding-left: 50px !important;}\u00bb offset=\u00bbvc_hidden-xs\u00bb][vc_column_text]<\/p>\n

Seguim les inversions proposades, duent a terme controls continus de les mateixes i informant-lo recurrentment de l’estat de la seva cartera i\/o patrimoni.<\/span><\/p>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_type=\u00bbrow\u00bb use_row_as_full_screen_section=\u00bbno\u00bb type=\u00bbgrid\u00bb text_align=\u00bbleft\u00bb background_animation=\u00bbnone\u00bb css=\u00bb.vc_custom_1713425562920{background-color: #ffffff !important;}\u00bb][vc_column width=\u00bb1\/3″ offset=\u00bbvc_hidden-lg vc_hidden-md vc_hidden-sm\u00bb][vc_empty_space][vc_column_text]<\/p>\n

Comprom\u00eds
\ni proactivitat<\/span><\/p>\n

[\/vc_column_text][\/vc_column][vc_column width=\u00bb2\/3″ offset=\u00bbvc_hidden-lg vc_hidden-md vc_hidden-sm\u00bb][vc_empty_space][vc_column_text]<\/p>\n

Seguim les inversions proposades, duent a terme controls continus de les mateixes i informant-lo recurrentment de l’estat de la seva cartera i\/o patrimoni.<\/span><\/p>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_type=\u00bbrow\u00bb use_row_as_full_screen_section=\u00bbno\u00bb type=\u00bbgrid\u00bb text_align=\u00bbleft\u00bb background_animation=\u00bbnone\u00bb css=\u00bb.vc_custom_1713425946266{background-color: #ffffff !important;}\u00bb][vc_column][vc_separator color=\u00bb#6b6b6b\u00bb type=\u00bbnormal\u00bb border_style=\u00bb\u00bb up=\u00bb40″ down=\u00bb40″][\/vc_column][\/vc_row][vc_row row_type=\u00bbrow\u00bb use_row_as_full_screen_section=\u00bbno\u00bb type=\u00bbgrid\u00bb text_align=\u00bbleft\u00bb background_animation=\u00bbnone\u00bb css=\u00bb.vc_custom_1713425562920{background-color: #ffffff !important;}\u00bb][vc_column width=\u00bb1\/3″ css=\u00bb.vc_custom_1713770609242{padding-right: 100px !important;}\u00bb offset=\u00bbvc_hidden-xs\u00bb][vc_column_text]<\/p>\n

Confidencialitat<\/span><\/p>\n

[\/vc_column_text][\/vc_column][vc_column width=\u00bb2\/3″ css=\u00bb.vc_custom_1713770615180{padding-left: 50px !important;}\u00bb offset=\u00bbvc_hidden-xs\u00bb][vc_column_text]<\/p>\n

Mantenim la m\u00e9s estricta confidencialitat en el tracte i en les inversions dels nostres clients, sempre amb l’objectiu que aquestes siguin exclusives i diferenciades.<\/span><\/p>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_type=\u00bbrow\u00bb use_row_as_full_screen_section=\u00bbno\u00bb type=\u00bbgrid\u00bb text_align=\u00bbleft\u00bb background_animation=\u00bbnone\u00bb css=\u00bb.vc_custom_1713425562920{background-color: #ffffff !important;}\u00bb][vc_column width=\u00bb1\/3″ offset=\u00bbvc_hidden-lg vc_hidden-md vc_hidden-sm\u00bb][vc_empty_space][vc_column_text]<\/p>\n

Confidencialitat<\/span><\/p>\n

[\/vc_column_text][\/vc_column][vc_column width=\u00bb2\/3″ offset=\u00bbvc_hidden-lg vc_hidden-md vc_hidden-sm\u00bb][vc_empty_space][vc_column_text]<\/p>\n

Mantenim la m\u00e9s estricta confidencialitat en el tracte i en les inversions dels nostres clients, sempre amb l’objectiu que aquestes siguin exclusives i diferenciades.<\/span><\/p>\n

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