Wealth Management

We deliver a complete and sophisticated wealth management service. This includes highly specialized, comprehensive, independent and truly personalized advice. Our open architecture allows us access to a wide range of investment instruments and services, both traditional and alternative, of local and international scope.

We are supervised and supervised by the Financial Market Commission. We have our due registration and authorization in the CMF, in its Registry of Financial Services Providers, which demonstrates our correct implementation of Corporate Governance, Risk Management and Compliance.

Our Services

Open Architecture

The structuring and implementation of the optimal portfolio is executed through our business alliance with the best Investment Banks of local and international scope, which allows us to access the best products available.

International Platform

Complete and sophisticated investment account service in Pershing (USA), one of the most important financial institutions in the world in custody and brokerage services, with access to the most attractive financial products in global markets.

Investment Strategy

With our research department we structure and control our investment strategy, based on a global approach, analyzing all the economic and financial variables of global markets.

Investment Consolidation

We provide a form of investment consolidation, in which clients will be able to observe in real time the evolution of the portfolio of their family or economic group, considering all the counterparties involved.

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