Independent financial advice company. Specializing in assessing individual assets and collective investment vehicles.
Norz Patrimonia, advice, financial advice, financial independent, financial advisors, cnmv, commission national market values, net worth individual, collective investment, advisory firms financial management products, funds most profitable, best mutual funds
26509
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NORZ PATRIMONIA

GLOBAL PATRIMONIAL AND FINANCIAL ADVICE

NORZ Patrimonia is a financial advisory firm (EAF) registered with the Spanish National Securities Market Commission (CNMV Comisión Nacional del Mercado de Valores) under number 123.

Our Mission
THE DIFFERENTIATION

We are specialised financial firm for demanding customers with a differential for its quality service and customer proximity.

Our Vision
THE FUTURE

The future of our client is our present.

Our Advantaje
THE TALENT

Our talent is our creativity and flexibility. Independence gives us the client to hire our talent.

500.mill €

in equity advised

+ 30

years of average experience in financial markets

21

highly qualified professionals at your service

+ 200.000

funds analyzed world wide

WELCOME TO NORZ PATRIMONIA

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.

INDEPENDENCE: WE HAVE COMPLETE FREEDOM TO OFFER THE RIGHT OPINION.
DETERMINATION: TO ENSURE WE MEET YOUR GOALS.
SPECIALISED FINANCIAL FIRM FOR DEMANDING CUSTOMERS.
EVERY TARGET IS ACHIEVED THROUGH EFFORT.
INTEGRITY: DO WHAT YOU DO ACCORDING TO WHAT IS RIGHT.
PEOPLE ARE VERY IMPORTANT. WE ARE WHAT WE ARE THANKS TO THE TALENTS OF OUR TEAM.
HONESTY: WE ACT ACCORDING TO WHAT WE THINK AND FEEL.
BESPOKE SERVICES: WE OFFER A PERSONALISED SERVICE TO EACH AND EVERY CUSTOMER.

WE ADVISE INDIVIDUALS ASSETS

Our analysis team has more than 20 years of experience in the financial sector. We apply this financial experience to the private banking investor through our investment recommendations.

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WE ADVISE INSTITUTIONAL ASSETS

We assess several financial institutions on their funds and financial products. Our experience of more than 20 years in this business ensures our recommendations give value to the management.

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If you want, you can download our presentation with the details of our services.

PUBLICATIONS & NEWS

WE SHARE OUR KNOW-HOW