- Private Wealth Solutions
- 1291 Blog
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.
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.
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.
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.
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).