Wealth Management
We provide Latin American private clients and family offices with full investment advisory services with the goal of being a bridge for our clients and offering our clients with access to global and local financial markets and investment products.
0years
providing comprehensive investment services
USD0bn
in assets under management and advisory
0professionals
dedicated to Wealth Management
Our services
Delegate investment decisions to our team of professionals specialized in wealth management and administration of local and global portfolios.
If you need to trade stocks, bonds, mutual funds, currencies or other investment products from around the world, access our global brokerage service through our U.S. broker-dealer, regulated by the SEC and member of FINRA, managed by a top-notch team based in Miami.
Efficient and personalized solution for high-net-worth families, foundations, and institutions, which benefit from an integrated management of their wealth with total independence, transparency, dedication and confidentiality. In addition, we offer the service of report consolidation, through our innovative technological tool CG Dynamic Report.
Exclusive investment program designed for clients with a long-term investment horizon, low liquidity restrictions and who seek to improve the risk/return ratio of their portfolio.