Director: Lourdes Moreno


Intermoney Patrimonios is the department that provides coverage for individual clients, family/business groups and family offices of the Cimd-Intermoney Group, offering specialised and independent access to all markets and financial assets, managing their wealth with a professional and independent service.

We adapt to suit the needs of each client by offering portfolio management, advisory, execution, settlement and custody services to end clients in both domestic and international equity and fixed income markets; together with an open architecture in mutual funds and pension plans.

Independence, knowledge of the financial market, transparency, trust and the best solution adapted to suit each client.