Team
Our priority
Every person is unique.
We provide a service, backed by a team of Investment Advisors and asset managers, according to our clients’ investment objectives.
Our clients are unique, and so is our service. By combining the resources and capabilities of a large company with an international presence, we are able to move towards the ideal of a flexible, creative, and individualized service.
Our goal is to uphold our commitment to quality and security, establishing long-lasting relationships of trust, shared interests and benefits and co-creating solutions.
Advisers and asset managers - key principles
Global and objective
Specialist and specialized
We have professionals specialized in financial markets, corporate operations, wealth planning, real estate management, etc., who contribute their know-how and add significant value in the execution of the global wealth strategy.
International
Our international presence offers investment alternatives and expert teams in multiple jurisdictions, so we can offer a complete service and maintain custody of assets within companies in the Group.
We offer specialized advice, tailored to the needs of each client, and we take on the optimum number of clients per advisor to ensure quality service.
The team at the service of the client
Education:
Bachelor's Degree in Economics (University of Barcelona)
CEFA (Certified EFFAS Financial Analyst), CAIA (Chartered Alternative Investment Analyst)
FINRA Series 3, 7, 66 and 86 licenses
Experience:
20+ years of experience
Asset Management, International Markets
Education:
Bachelor’s in Finance and International Business (Florida International University FIU)
IMCA's Certified Investment Management Analyst Program
FINRA Series 3, 4, 7, 63, 79, 99, 24, 27 and 53 licenses
Experience:
30+ years of experience
Financial Operations, Compliance, Executive Management
Strategic partners
Custody
We have world-renowned partners for the custody, settlement, and distribution of financial securities.
IT Services & Operations
We entrust our communications to a leading IT industry provider
Reporting
Cash Management
We manage your more liquid assets by seeking to optimize return by partnering with renowned management firms.
Security
SIPC (Securities Investor Protection Corportion) protects against the loss of cash and securities – such as stocks and bonds – held by a customer at a financially-troubled SIPC-member brokerage firm. The limit of SIPC protection is $500,000, which includes a $250,000 limit for cash.
Shall we talk?
Our financial professionals will work with you to analyze your goals and support you with seeking to identify the optimal financial solutions that fits your needs.
