Global Patrimonial and Financial Advice
At NORZ Patrimonia we help people achieve their financial goals as well as their life goals.
NORZ Patrimonia is a non-independent financial advisory firm (EAF) registered with the Spanish National Securities Market Commission (CNMV Comisión Nacional del Mercado de Valores) under number 123.
Global Patrimonial and Financial Advice
At NORZ Patrimonia we help people achieve their financial goals as well as their life goals.
NORZ Patrimonia is a non-independent financial advisory firm (EAF) registered with the Spanish National Securities Market Commission (CNMV Comisión Nacional del Mercado de Valores) under number 123.
In equity advised
Years of average experience in financial markets
Highly qualified professionals at your service
Funds analyzed world wide
Security is knowing you are in good hands
We open our doors, share our knowledge advising assets and adapting to the reality of each client.
INTEGRITY, DOING WHAT MUST BE DONE ACCORDING TO WHAT IS RIGHT.
PEOPLE ARE VERY IMPORTANT. WE ARE WHAT WE ARE THANKS TO THE SUM OF OUR TALENTS.
HONESTY, ACTING ACCORDING TO HOW WE THINK AND FEEL.
PERSONAL, CAREFUL AND TAILOR-MADE TREATMENT FOR EACH CLIENT.
EFFORT, USED TO ACHIEVE THE OBJECTIVE.
SIGNATURE SIGNATURE, FOR DEMANDING CUSTOMERS.
DETERMINATION, TO MEET THE OBJECTIVES SET.
FREEDOM OF OPINION.
WE ADVISE INDIVIDUAL ASSETS
The experience of our analysis team of more than 20 years in wholesale management, we wanted to transfer it to our Private Banking clients through our recommendations.
WE ADVISE COLLECTIVE INVESTMENT VEHICLES
We collaborate with different collective investment institution managers in advising on management products. Our experience of over 20 years in this field means that our recommendations
means that our recommendations add value to management.
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our
corporate
presentation
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our
corporate
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Philanthropy
We dedicate part of our resources to improving the world around us. We believe that leaving a positive impact on our society is our greatest benefit, and we do so by supporting projects for children, youth and social inclusion.
We allocate a part of the income received to donations that will go to nearby non-profit entities, trying to improve the lives and future of children, young people or people who have had to suffer adverse situations and who need our help and support.
Frequently asked questions about Norz Patrimonia
- Investment Management: advice on investment portfolios.
- Financial planning: preparation of short and long-term financial strategies.
- Global Wealth Advisory Service: We coordinate the different aspects of wealth advisory services provided by third parties: banking, legal and tax.
[/vc_toggle][vc_toggle title=”How can I start working with Norz Patrimonia?” color=”orange” css=””]To get started, simply contact us through our website form, by email or by calling our customer service number. We will schedule a free initial meeting to understand your needs and design a customised plan.[/vc_toggle][vc_toggle title=”Does Norz Patrimonia offer international management services?” color=”orange” css=””]Yes, we have experience in international wealth management. Our team is able to manage investments and assets in various global markets, ensuring adequate diversification and compliance with local and international regulations.[/vc_toggle]
Philanthropy
We dedicate part of our resources to improving the world around us. We believe that leaving a positive impact on our society is our greatest benefit, and we do so by supporting projects for children, youth and social inclusion.
We allocate a part of the income received to donations that will go to nearby non-profit entities, trying to improve the lives and future of children, young people or people who have had to suffer adverse situations and who need our help and support.
Norz Patrimonia in the media
PUBLICATIONS & NEWS
We share our Know-How
PUBLICATIONS & NEWS
We share our Know-How