- Private Wealth Solutions
Insurance Specialist, graduated from Instituto Universitario de Seguros, Caracas / Lloyd Chartered Institute, Marine
Professional stations: Partner and Director of Waveca, Corredores de Seguros, Caracas / Regional Manager for Latin America of Zurich Insurance / Founding Partner of Strategic Alliances
Important values: I believe in family and friends. I believe in long term relationships with customers, serving them as a friend and in a holistic manner.
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.
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).
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.
Business Degree, 15 years' experience in private banking and wealth management, 4 years' experience in life insurance solutions
Professional stations: Worked for well known international banks as Citibank and UBS, Partner of Insurance Broker in Colombia
Important values: Family is the most important part of my life. Always looking for the right and best solutions for my clients. Honesty helps build healthy long term relationships.
Marketing Specialist / International Financial Advisor +25 years of experience in worldwide investment banking, with strong focus on Latin America
Professional stations: Senior Vice-President Private Banking / Wealth planning
Important values: Family, loyalty and honesty. I want to have the best relationship with my clients.
Law Degree, Universidad Iberoamericana, Mexico City; Foreign Associate, International Lawyer Program, Cleary Gottlieb Steen & Hamilton LLP, New York Office; Diploma on American Law, Universidad Iberoamericana – Georgetown University; CLE Program on Legal Ethics, NYC Bar Association, New York
Professional stations: Partner of 1291, Escrow Local Head at JP Morgan Mexico, Sales Director at Amicorp Group, VP Sales - Trust & Secuirities Services at Deutsche Bank
Important values: I believe in honor, tradition and given and chosen family. I consider it wise to learn from and lead by example. I am resilient and will always find a way to prevail.