Wealth Management

Services

Wealth Managemen

My experience is focused on advising high net worth families seeking unique and personalized attention. For this, during 20 years in the industry I have designed different types of portfolios applicable to the needs of each client.

I accompany the investment in a long-term horizon based on a fundamental analysis, with a strategy according to each client’s profile, which is discussed together with the investment directories.

My open structure methodology allows us to deliver the most varied product offering without conflicts of interest.

Products

Portfolio Management 

My experience is focused on advising high net worth families seeking unique and personalized attention. For this, during 20 years in the industry I have designed different types of portfolios applicable to the needs of each client. 

Local and International Brokerage 

Through a permanent analysis of investment ideas, both in equities and fixed income, we offer you those that in my opinion offer an adequate risk-return ratio. 

  1. Purchase and sale of stocks and fixed income instruments. 
  1. Purchase and sale of currency forwards. 
  1. Liquidity management (mutual funds, mutual funds, agreements, simultaneous, deposits, etc.). 

 

Family Office 

The growing demand of high-net-worth clients for an objective, personalized and conflict of interest free advice led me to develop an Integral Wealth Management platform that allows families to access a wide range of financial, tax and legal services in an efficient way, including portfolio consolidation and asset allocation.