WEALTH MANAGEMENT

We help our clients pursue their wealth management goals through careful advice, dedicated investment process and access to our intelligence network. We understand our client’s risk tolerance, objectives and goals as well as liquidity needs and we combine it with our market view to provide solid advice with full service execution.

We work closely with high-net-worth individuals and families to preserve wealth and we build investment management strategies to help them reach their objectives. We complement these services with robust execution capabilities and truly personalized attention.

OUR STRUCTURE

International and Yet Close Reach

Through our offices (as well as brokers and custody services) around Latin America and the U.S., we offer local access to services, people and investment expertise.  That local presence gives our clients proximity and long-term commitment, while providing them with the opportunity to seamlessly reach international markets through world-class services and structure.

Integrated Team

Our experienced team is integrated to combine deep wealth management experience with the attentive client service that is at the heart of a truly boutique financial services firm.

We know our client’s business and personal lives are intertwined. Our institutional capabilities offer families a wide array of support on both their active and passive assets in their personal and business lives, which provides an integrated experience.

Institutional Market View

One of the pillars of our wealth management offering is our integration with the institutional view of our firm. We offer compelling insights on a range of topics, including local and international market opportunities, that help us assess and build strategies for our clients in a more integrated way.

Execution

With organizations such as Pershing LLC, Euroclear, UBS, RBC Correspondent Services (RBC CS).

World-Class Clearing & Custody

With organizations such as Pershing LLC, Euroclear, UBS, RBC Correspondent Services (RBC CS).

Investment process

Through our offices (as well as brokers and custody services) around Latin America and the U.S., we offer local access to services, people and investment expertise.  That local presence gives our clients proximity and long-term commitment, while providing them with the opportunity to seamlessly reach international markets through world-class services and structure.

 

SERVICES

Local and International Markets Access

Our regional integrated structure provides our clients a unique market service offering that seek to implement integrated business strategies in Latin America; generate global opportunities; and provide first-level access to investors in the region. We provide services as portfolio managers or for more advanced investors, as an investment platform for efficient execution.

Execution, Investment and Portfolio Management

Without the constrictions of a large corporation or a boutique production model, our advisors can truly provide our clients with the best advice to effectively manage both their personal and business needs.

Access to traditional and non-traditional investment alternatives

We provide our clients access to investments in alternative assets and investments not directly related to financial assets. Our local presence in three of the main metropolitan cities in the U.S. (Miami, New York and Chicago), provides our clients with the flexibility of easily visiting the advisors that help them manage their offshore investments.