YOUR TRUST IS OUR RESPONSIBILITY
Our mission
The mission of IA Capital is to provide an individual, independent, and tailor-made service to each client and at the same time, to be always aligned with their interests.
Our values
Trust
Long term relationship and adapted to the changing needs of the clients.
Privacy and commitment with the family interests.
Independence
TaIlor made advise and independent from financial institutions and other service providers.
Sole commitment with the agreed family objectives.
Global Management
Global vision and consideration of financial and non financial assets.
Tax, legal and any kind of support related to the objectives of the portfolio.
Full time attention
Quality time focused on clients.
Abscence of internal burocracy or misalignment from the goals of the clients.
About me
Solid 20-year career advising high net worth individuals from different nationalities.
Proven experience managing mutual funds for private banking clients as well as thematic mutual funds.
More than 10 years of international experience in Switzerland (Geneve and Zurich) and Curacao (Netherland Antilles).
Multidisciplinary team leadership focused on private banking clients.
Large professional network covering legal, tax and financial markets in Europe, Latam and US.
Continued education, estate of the art knowledge
Chartered Financial Analyst (CFA)
Certified International Investment Analyst (CIIA)
Chartered Alternative Investment Analyst (CAIA)
Certificate Investment Performance Measurement (CIPM)
Chartered Market Technician (CMT)
Financial Risk Manager (FRM)
Certified Wealth Manager Advisor (CWMA)
Certified Advisor (CAd)
What we offer?
Exclusive services
Investment Portfolios · Tailor made solutions · Performance Overview · Tax and Legal · Adaptability
Holistic Proposal
Corporate advisory · Family Protocol · Tax and Wealth planning · Investment Strategy