Accompanying you, that’s our commitment
At Inteligo Plus, our goal is for you to feel confident, secure, and fully supported. That is why we place at your disposal a team of leading professionals who deliver tailored wealth planning and protection solutions while guiding you through every step of the process. With us, your wealth is in good hands, ensuring peace of mind and stability for you and your family.
Inteligo Plus Value Proposition
Inteligo Plus Value Proposition
Inteligo Plus is a distinctive and exclusive service that brings together expert advisory, personalized solutions, and comprehensive wealth management.
Supported by the combined capabilities of Inteligo Group’s platforms and a team of specialists, we turn financial advisory into an experience centered on your goals and every stage of your life.
The Inteligo Plus service is delivered through Inteligo Group’s subsidiaries—Inteligo Bank, Veltria, Inteligo SAB, and Interfondos—and is offered exclusively to clients who meet established investment thresholds.
As an Inteligo Plus client, you also gain access to additional services:
Supported by the combined capabilities of Inteligo Group’s platforms and a team of specialists, we turn financial advisory into an experience centered on your goals and every stage of your life.
The Inteligo Plus service is delivered through Inteligo Group’s subsidiaries—Inteligo Bank, Veltria, Inteligo SAB, and Interfondos—and is offered exclusively to clients who meet established investment thresholds.
As an Inteligo Plus client, you also gain access to additional services:
| Service | Description |
| Wealth Management |
|
| Integrated platform |
Seamless access to solutions delivered across Inteligo Group’s different platforms and subsidiaries. |
| Investment opportunities |
Exclusive access to custom-tailored investment opportunities designed specifically for Inteligo Plus clients. |
| Opportunistic strategies |
Strategies designed for investors seeking a more dynamic and opportunistic investment approach. |
| Insights and events |
Market insights, events, webinars and:
|
| Inteligo Life |
Lifestyle services and experiences:
|
In-house solutions
Your future deserves dedicated care so you can enjoy peace of mind today. Our in-house solutions provide continuous advisory and portfolio monitoring:- A discretionary mandate in which investment decisions are delegated to our investment specialists.
- Portfolio management aligned with an investment policy defined with the client and formalized in an investment mandate.
- A competitive all-in annual fee applied to assets under management (AUM).
- A non-discretionary structure in which the client retains full control over investment decisions.
- A dedicated team of experienced advisors providing ongoing guidance and monitoring of each client’s investments.
- Transaction and custody fees apply.
Integrated Platform
The integrated use of our different platforms across Inteligo Group’s subsidiaries, allows us to optimize asset allocation and enhance net returns across each client’s global portfolio.- The goal is to achieve tax efficiency for your assets, in strict compliance with current international regulations.
- Strategic partners:
- Compilation of bank accounts
- Preparation of financial statements
- Preliminary calculation of Income Tax
- Strategic artners:
- Compilation of bank accounts
- Preparation of Financial Statements (FS)
- Preliminary calculation of Income Tax
- Strategic partners:
Strategic Partner Solutions
Wealth planning helps protect and manage your assets throughout your lifetime, supporting your well-being and that of future generations. Through Inteligo Plus, you gain access to highly regarded professionals who deliver tailored solutions, with our team providing ongoing guidance every step of the way.Focused on achieving tax efficiency for your wealth while ensuring strict compliance with applicable international regulations.
Strategic partners:
Strategic partners:
We assess and implement the legal structures best suited to your needs, such as trusts, insurance policies, and other estate planning solutions.
Strategic partners:
Strategic partners:
Dedicated Investment Advisory Team
Direct Access to the Investment Desk
Detailed Portfolio Performance Reporting
Access to Exclusive Investment
Exclusive learnings
As an Inteligo Plus client, you gain exclusive access to our two platforms dedicated to insights and financial education:
Legacy
by Inteligo Plus, is our in-house educational program featuring a series of courses led by specialists from across Inteligo Group’s different subsidiaries.
Through this program, the next generation of Inteligo Plus families gains a deeper understanding of how portfolios are designed and managed, as well as the key tools used in wealth planning, including relevant tax and legal considerations.
Through this program, the next generation of Inteligo Plus families gains a deeper understanding of how portfolios are designed and managed, as well as the key tools used in wealth planning, including relevant tax and legal considerations.
Plus Talks
Exclusive knowledge-sharing spaces designed to provide valuable insights for portfolio management and key aspects of wealth planning, including tax advisory, thematic investing, and other relevant topics. These sessions feature distinguished guest speakers and industry experts:
• In-person events
• Webinars
• Meet-ups
• In-person events
• Webinars
• Meet-ups
