Collaboration from Santiago Díez, Senior Advisor. Expert in private banking agents.
In the seventh monthly tribune on different agential models, it is Tressis’s turn.
The Tressis agency model was born at the same time as the company itself in 2000, date of its foundation, being precursors when creating at that time “what would now be an online Fintech”, with open architecture and where the agent was the only commercial channel.
At present, their agents have an average of 16 years of age, coming the most historical of ancient Ab Morgan Stanley, such as those of the squares of Alicante, Córdoba or Las Palmas initiating their agency activity in the entity in 2002, and also conforming as shareholders of the company.
In 2024 Morabanc acquired about 83% of TresSis and the banking tab of the European Finance Bankstill pending the latter of their approval by the regulators. Both actions are key milestones to expand their value proposition and reinforce their presence in Spain and its agency project.
Promising future
In the words of Enrique Cabanas, commercial director of the Network of Agents of Tressis, “all agents have already known the interests of the new partner, reaffirming the alignment between agents and entity, and showing a great illusion before a promising future that begins with this new stage, with the peace of mind that gives them the day to day of the company, the directors who founded Tresses founded 25 years ago.”
With data At the end of 2024, Tressis had 62 agents and 2,000 million of euros of assets from agents. It has incorporated two new agents in early 2025, and hopes to increase in two others during the year, to reach 2.2 billion at the end of this year. For its partMora Wealth Management Spain Society of Securities, has three agents discharged in the CNMV.
Enrique Cabanas points out that they do not obsess the number of agents, but to find people aligned with their project, where the philosophy of service and vision of the business is similar, and highlighting that, in general, the profile they like best is that of a professional around 45 years, who works in the private banking segment and does not perceive at this time the sufficient recognition by their entity.
Currently, the reference agents have them in Alicante, Bilbao, Córdoba, Las Palmas, Lleida, Logroño and Valladolid, with Barcelona also evolving very well, and with high interest in incorporating agents in squares such as Málaga, Murcia, Navarra and Zaragoza.
A four -legged table
The Tressis agency model is very graphically explained by Enrique Cabanas by pointing out that “It’s like a table with four legs”, Where the first It would be independence that the agent has, being the task of TresSis to provide product, tools and service, and leaving in the agent the development of his work with all freedom. The second would be the accessibility, Since all agents, regardless of their age, have direct access to managers, specialists from each unit or administrative that solve their problems or doubts.
The third leg would be the existence of a own technological platform which provides the necessary independence to adapt, modify, or resolve any incidence or improvement, participating in the agents in the continuous improvement of the same. Finally, the last leg would be The banking, that they did not have it to date and that, with the arrival of Morabanc, it opens an exciting and promising future.
Morabanc, based in Andorra, has expanded its international presence to Spain, Switzerland and the United States. In Spain, it operates through Morawealth and Tressis. In Switzerland and Miami, it manages assets from Boreal Capital.
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