CB Group was founded in 2016. The company has grown greatly in the universe of Wealth Management and Family Office since that time. Part of this success comes from collaborations underway under an intuitu personae partnership model.
We have succeeded in developing a certain degree of independence and innovation vis-à-vis traditional bank and wealth management models in a competitive landscape.
CB Group positioning focuses on two fundamental lines: corporate and digital. Business partners benefit from both components to service their client base.
More info in our Corporate Letter: AUGUST 2021