We are a Multi Family Office founded 19 years ago, our Investment Strategy is based on a global approach and cutting-edge management, our main hallmark over time.
We are an Open Architecture Financial Boutique, which maintains formal contracts and strategic alliances with a select group of Investment Banks, of local and international scope, which allows us to select the best products and services for our clients. We structure tailored financial solutions.
Multi Family Office
Private Banking Services
Private Banking Services
Because our Value Proposal
Based on a deep knowledge of our clients, their projects, their investment horizon and, in particular, their profile and risk tolerance. This allows us to structure a custom Investment Portfolio, including constant monitoring and rebalancing of each investment portfolio.
Because our Business Model
Direct and Individual accounts, custody and brokerage, in a select group of investment banks: BTG Pactual, Pershing, among others.
Complete product platform that combines the most diverse asset class alternatives, from the national and international market, Fixed Income and Variable Income, diversified by geographic area, economic sector, currencies and financial instruments such as; sovereign and corporate bonds, stocks, ETFs, local and international mutual funds, financial derivatives, structured and alternative products. In addition to a wide variety of Real Asset Investment Funds, in sectors such as real estate, Natural Resources, etc.
Constant and adequate monitoring of the critical variables of each Investment Portfolio, meetings and information in a timely and periodic manner of the evolution of the Portfolio. This allows us to provide our clients with a unique Private Banking service, with financial solutions tailored to their needs. We are committed to a long-term relationship.
We structure and control our Investment Strategy, which is based on a global approach, we study and analyze in depth all the economic and financial variables of global markets. This allows us to generate our Vision and Strategy, Asset Allocation and Model Portfolios, in a timely and correct manner. This Vanguard Management has allowed us to generate consistent results over time, according to the profile and financial objectives of each client.
More than 18 years of operation providing financial services to a select group of clients, with offices in Concepción and Santiago, providing correct advice in the administration of financial assets and real assets.