1291 Group Latam

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.

1291 Group Latam Ltd is based in Panama City, Panama. We focus on bespoke wealth planning advisory, specializing in international life insurance and investment solutions. 1291 Group Latam serves individuals and intermediaries domiciled in Mexico, Central-, South America and the Caribbean.

We aim to optimize our clients' privacy, asset protection, taxation, compliance and estate planning. We work in close cooperation with private banks, asset managers, law firms and tax professionals. We offer tax-compliant solutions for clients from most Latin American countries, helping protect their wealth and achieve their goals.

As a member of the 1291 Group we can tap into a vast knowledge-network of professionals, lawyers, financial specialists and international tax experts. We have designed and implemented custom-made solutions for more than 40 jurisdictions.

Our Oath of Independence:
Ensuring Quality Tailor-Made Wealth Protection and Insurance Solutions

How do we do it? We work with over 20 insurance companies in 10 different jurisdictions. With this geographical breadth, we are able to offer tax- compliant insurance solutions for clients from over 40 countries. Our typical clients are investment professionals and their (ultra-) high net worth clients. Our global financial solutions include:

  • Private placement policies (life insurance or annuity plans)
  • Universal life insurance (including premium financing)
  • High death benefit policies
  • Private and personalized pension plans and pension administration
  • Introduction to seasoned and successful portfolio managers and private banks
  • Assisting in the set up of trusts and companies by referral to our cooperation partners

Before entering our range of products, these are all tested and proven through our specialists. Our partners in the financial and insurance sector go through a thorough evaluation process and are continuously monitored by our experts.
Financial professionals and investors from all over the world benefit from our tailor-made investment solutions.

 

For more information about our Insurance Solutions, please contact us: info@1291group.com.

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.

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).

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.

Ernst von Mecklenburg

PARTNER

Educational background: 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
I believe in freedom, our western values and on the principal of "give and take"

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.

1291 Group Latam Ltd.

PH Molon Tower
Piso 5, Calle Aquilino de la Guardia
0819-10660, El Dorado
Ciudad de Panamá, Panamá
Email info@1291group.com

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