Mauricio Saiz
MANAGING PARTNER
Educational background:
Business Administration Major - Colegio de Estudios Superiores de Administración, Bogota, Colombia / AMV Certified for Colombia financial markets / Certified stock broker in Panama
Professional stations:
Partner - Aguaverde Family Office (Bogota) / Senior Associate - PKB Alasia SA (Panama, Bogota) / Liabilites Manager - Banco Corpbanca SA (Bogota) / Investment Advisor - Corredores Asociados SA (Bogota)
Important values:
Family is my foremost priority. Transparency is essential to conduct successful, long-term business. Dedication and discipline are key to personal and professional success.
Mauricio Saiz
MANAGING PARTNER
Educational background:
Business Administration Major - Colegio de Estudios Superiores de Administración, Bogota, Colombia / AMV Certified for Colombia financial markets / Certified stock broker in Panama
Professional stations:
Partner - Aguaverde Family Office (Bogota) / Senior Associate - PKB Alasia SA (Panama, Bogota) / Liabilites Manager - Banco Corpbanca SA (Bogota) / Investment Advisor - Corredores Asociados SA (Bogota)
Important values:
Family is my foremost priority. Transparency is essential to conduct successful, long-term business. Dedication and discipline are key to personal and professional success.
Felipe Castrillon
SALES & OPERATIONS MANAGER
Educational background:
Law Degree, Universidad Sergio Arboleda
Alternative Conflict Resolutions Methods Certificate – National Conciliation Center
Professional stations:
Contracts division at National Unit for Disaster Risk Management;
Legal assistance P.A.R Caprecom EICE en Liquidacion;
Legal assistance - Legal Mentors S.A.S
Important values:
I am convinced that passion and perseverance for what we do and what we want is the basis for achieving our goals.
Adrian Lüthi
PARTNER
Educational background:
Master of Business Administration at the University of Zurich and Murcia (Spain) / 20 years' experience in the Finance industry, thereof 15 years international PPLI tax and wealth advisory / Post graduate studies at ETH Zurich.
Professional stations:
Past: Successfully building up the PPLI business with one of the top-tier Insurance companies in Switzerland/Europe. Today: PPLI expert in the Latin American markets, Israel and Turkey / Broad working experience in New York and Spain over 2 years.
Important values:
More than believing but living: Trust – Long-term partnerships begins with a trustful relation. Quality – Focused on best possible solutions to protect and maintain family wealth. Tailor-made – Every client is special and unique. Private – Understanding family needs as a dedicated father and husband.
Juan Pablo Cucalón
PARTNER
Educational background:
Juan Pablo holds a bachelor’s degree in law from Universidad Catolica de Santiago de Guayaquil (Ecuador) and a Master’s degree in business administration (MBA) from IDE Business School. He is a qualified Trust & Estate Planning practitioner (TEP).
Professional experience:
Juan Pablo has been working in the trust and financial services sector since 2009, focusing on the international asset protection, succession and wealth planning needs of high net worth families and businesses in Latin America. Prior to joining 1291 Group, Juan Pablo worked for a number of providers of fiduciary services specialising in Latin American clients, such as Morgan & Morgan, Amicorp Group and Trident Trust.
Important values:
Estate planning is about more than just legal documents—it’s grounded in key personal, financial, and ethical values, such as family, fairness, responsibility and legacy.
Petra Fuhrmann
SALES & OPERATIONS MANAGER
Educational background:
Commercial apprenticeship EFZ and 30 years of banking experience. Bachelor in Private Banking and Financial Planning. Fluent in several Languages.
Professional stations:
20 years in Private Banking Client Advisory for HNWI. With the 1291 Group since 2015.
Important values:
The whole shall always be more than the sum of its parts (inspired by Aristotle).
Oscar Acero
PARTNER
Educational background:
Naval Officer Logistic and Administration Specialist.
Stock Trading Course
Deepening Course in Treasury Management.
Fixed Income Portfolios in the US and Derivatives Markets Seminar
Professional stations:
Consultoría Legal Ltda. - Project Manager / Financial Manager
Corredores Asociados S.A. - General Fund Manager
Fiduciaria Petrolera S.A. - CFO
Delta Bolívar CFC S.A. - Treasury Director
Important values:
For me God and family are the most important things in life. Integrity and coherence are the principal values in the character of a man. Innovation, resilience and creativity are my personal stamp in business.
Jaime E. López D.
PARTNER
Educational background:
Economist with 24 years of experience, specialized in providing customized financial solutions for High-Net-Worth Individuals.
Professional stations:
Associate Vice President at Morgan Stanley Dean Witter and a Wealth Manager Executive at Morgan Stanley PWM USA. Entrepreneur, founder of multiple ventures that includes Capital Markets LTDA, a full-service agreement with EFG Capital International. Capital Markets Latin America LLC, affiliated with Dresdner Latin-American Financial Advisors LLC and EFG Bank in USA. President of J.Rockets Colombia, Master Franchise of Johnny Rockets USA.
Important values:
Integrity, respect, excellence and Work-Life-Balance.
“Life begins where fear ends” Osho.