Investment service firms and family offices
In recent years we have seen strong growth in the supply of financial products and services by international entities and growing innovation and specialization from national players. The increasing development of the asset management industry and the sophisticated demands of a growing number of eligible clients and Private Banking are rapidly changing the strategies of most specialized companies in the sector.
Large financial institutions, both banks and savings banks, and small specialized boutiques alike have been capturing private and personal banking funds at unprecedented rates, creating the need for large networks of bankers and personalized customer management.
In this new era for the industry in Spain, the need to design, innovate, add value and provide the best service tailored to the customer’s needs creates an interesting opportunity for Afi to support and advice these institutions on all their new initiatives, and those that remain to be addressed in the future.