About us

We help you manage, protect and grow your wealth
About Us

Our essence

Your financial objectives are our mission.

We are committed to your success

Great results come from a passion for the small details

We focus in addressing the needs of private and institutional investors, with an innovative approach to a broad range of investment services and tailoring solutions to the individual needs of each of our clients.

Our service

Professional, exclusive, and confidential

The strength of the Crèdit Andorrà financial group, with over 70 years of experience, combined with the extensive track record of Beta Capital’s founding partners in the US market, are the key to Beta Capital Wealth Management’s results.

We place our many capabilities at your disposal, as well as those of our strategic partners, so you can take on the challenges and opportunities offered by the financial market with confidence, supported by a team of professionals who will help you make  informed decisions.

With total flexibility

We build a solution for each client

Our clients choose us because we are flexible, because we understand their needs, and because we adapt to their demands, helping to design the alternative solution for their circumstances and projects.

We believe our self-clearing license gives us a competitive edge, as it allows us to eliminate intermediate processes, offering you greater efficiency through the custody of assets and the settlement of transactions.

Comprehensive investment services for:

Single Family Office

Private investors

Institutional investors

Multi FO – External Asset Managers

Creand Securities & Creand Management

Creand Wealth Management was founded as a group of affiliated financial entities involved in financial advisory and global wealth management for institutional and individual investors. Today:
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At Beta Capital Securities LLC (FINRA-registered), we carry out broker-dealer activities that, alongside our self-clearing license, enable us to expand our independent investment service capabilities with the means to efficiently maintain custody of assets and settle them.

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At Beta Capital Management LLC – RIA, we help our clients to achieve their financial aspirations with comprehensive solutions always taking into account their financial and personal priorities.

Our history

Strategic partners

We have industry recognized partners to protect your assets and offer you a premium service.

Custody

We have world-renowned partners for the custody, settlement, and distribution of financial securities.

IT Services & Operations

We entrust our communications to a leading IT industry provider

Reporting

A quality partner to offer consolidated reports to our clients

Cash Management

We manage your more liquid assets by seeking to optimize return by partnering with renowned management firms.

Security

We protect our clients’ financial assets.
SIPC protects against the loss of cash and securities – such as stocks and bonds – held by a customer at a financially-troubled SIPC-member brokerage firm. The limit of SIPC protection is $500,000, which includes a $250,000 limit for cash.

The strength of a large financial group

Local advice with a global vision and the strength of a large financial group with over 70 years of experience in private banking.

Creand Wealth Management forms part of the international Crèdit Andorrà Financial Group, founded in 1949, a reference in the international financial system and a market leader in Andorra. Andorra has grown and prospered thanks to a favorable legal framework and a stable financial system, which has adopted the international standards of the Financial

Action Task Force (FATF) and the Markets in Financial Instruments Directive (MiFID) on money laundering prevention and commercial practices.

Crèdit Andorrà Group has a presence in Europe (Andorra, Spain, Luxembourg, and Switzerland) and in America (Miami, Mexico, and Panama).

Awards received by Crèdit Andorrà Group

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The Banker highlights Crèdit Andorrà’s leadership, demonstrating excellent management and solvency levels, as well as a solid track record based on good results and sustained growth.

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Global Banking & Finance Review has named Crèdit Andorrà the best private bank in Andorra for the seventh consecutive year.

Customer service team

We let our actions speak for themselves

We pride ourselves on the talent and skills of our team members. At Creand, you will find experienced financial professionals in a wide range of fields, from planning and structuring of funds, to administration and wealth management.

We understand the importance of innovation in a new dynamic business environment. This is why our team deploys creativity, experience, and energy in the execution of each and every one of your projects.

A committed financial model

We are defined by our commitment to responsibility as a group.

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Committed to the future

Crèdit Andorrà Group is a signatory to the Global Compact and the UNEP FI, and it incorporates the Sustainable Development Goals (SDGs) into its CSR strategy.

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Committed to ethics and transparency

Corporate governance is one of the cornerstones of the Group’s strategy, which we are constantly reinforcing in line with international best practices.

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Committed to people

A large team of professionals, with a presence in the main financial centres in Spain, Europe and America.

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Committed to the environment

Protecting and caring for the environment is an integral part of our Group’s concern for the well-being of future generations.

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Committed to knowledge

We believe that the generation of value goes beyond business to contribute to the generation of wealth for society as a whole.

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Committed to culture

The Crèdit Andorrà Art Collection, created in 1989, includes a remarkable collection of Catalan paintings from the 19th to the 20th century and domestic Catalan clocks from the 18th century.

Shall we talk?

Our financial professionals will work with you to analyze your goals and support you with seeking to identify the optimal financial solutions that fits your needs.