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La Dolce Vita

Issue 17 | December 2010

Background

Caja Madrid already managed the investment portfolios for a number of high net-worth private banking customers. Now they wanted to unroll the same service to retail customers, offering a personalised service based on each individual’s investor profile.

They wanted to communicate that the superior advice offered by their first-class fund managers using all the advanced technology at their disposal to buy and sell astutely would lead to outstanding returns.

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