Value Proposition
Connecting the Dots

UNIQUE & EFFICIENT SOLUTIONS TO EXISTING PROBLEMS

VALUE PROPOSITION

Differentiating factors

We aim to generate value by acting as a catalyst to develop profitable synergies and connecting the dots on a global scale. Through our shareholders, clients, external advisors and market contacts, our goal is to create a highly valuable cluster with unique access to international markets and global investment opportunities.

  • VC Latam, Private Equity/Credit and Real Estate out-of-the-box deals -not shown by big banks.
  • Advisory on public assets with an absolute return tactical tilt.
  • Connecting the dots between Chinese & Latin American entrepreneurs as well exchanging deal-flow between markets.

VALUE PROPOSITION

Cornerstones
  • Investment Management Services

    Investment Management Services

    Investment Management Services

    Investment Policy Statement
    Asset Allocation Optimization
    Risk / Liquidity Management
    Tactical Trading
    Global View

  • Private Investments

    Private Investments

    Private Investments

    Capital Raising
    Debt Management
    Advisory
    Real Estate

  • Wealth Planning & Governance

    Wealth Planning & Governance

    Wealth Planning & Governance

    Top-tier Board and Investment Committee
    NextGen Education
    Succession Planning
    External Legal Counsel and Tax Opinion

  • Philanthropy & Impact Investing

    Philanthropy & Impact Investing

    Philanthropy & Impact Investing

    Philanthropy Planning
    Charitable Strategies
    Impact Investing
    Donation Strategy Planning
    Foundation Advisory

  • Investment Management Services

    Investment Management Services

    Investment Management Services

    Investment Policy Statement
    Asset Allocation Optimization
    Risk / Liquidity Management
    Tactical Trading
    Global View

  • Private Investments

    Private Investments

    Private Investments

    Capital Raising
    Debt Management
    Advisory
    Real Estate

  • Wealth Planning & Governance

    Wealth Planning & Governance

    Wealth Planning & Governance

    Top-tier Board and Investment Committee
    NextGen Education
    Succession Planning
    External Legal Counsel and Tax Opinion

  • Philanthropy & Impact Investing

    Philanthropy & Impact Investing

    Philanthropy & Impact Investing

    Philanthropy Planning
    Charitable Strategies
    Impact Investing
    Donation Strategy Planning
    Foundation Advisory

Growing share

Private credit is about 12% of the global alternatives market
Record Deals

Over the last decade, the opportunity within private credit has grown substantially. As banks and other traditional lenders have played a diminishing role in lending to small and mid-sized companies, credit-focused investment firms have stepped in to fill the void.  We seem to be one of those firms and hope to add value to family-owned business in a selective manner.

Advantages:

  • The shift of some longer-term lending from banks to asset managers, and investors’ search for yield, have spurred a rapid rise in private credit
  • It can offer investors diversification, low volatility, and predictable and attractive risk-adjusted returns, especially in the current higher interest rate environment
  • Slowing growth and floating-rate interest payments will put more private credit borrowers under pressure and could result in higher default rates on existing loans; but recovery rates have historically exceeded those for the equivalent-rated publicly traded bonds
  • For investors with an appetite and tolerance for illiquid investments, private credit can be a valuable addition to a more traditional fixed income portfolio.


ADDEPAR

THE BEST CONSOLIDATION SOFTWARE
  • Addepar is a technology platform that aggregates portfolio data across any asset class or currency to analyze & visualize portfolio data instantly, streamline performance reporting and optimize operations all within a secure, scalable and highly customizable platform.
  • Scattered client assets, burdensome regulations and tedious support workflows lead to operational inefficiencies. Addepar’s scalable and intuitive data aggregation and reporting platform helps clients and advisors focus on what matters.
  • Addepar is the industry-leading data aggregation platform in partnership with Morningstar and custodians. At the same time. The platform will enable you to have all your data in one place, while analyzing portfolios in real-time from your phone, iPad or laptop.

REAL ESTATE

From Our Experience
Real Estate 1
Real Estate 2

REAL ESTATE

From Our Experience

Our clients invest at least 25%+ of their assets in Real Estate holdings of some kind. Whether it be through owning multiple dwellings, investment properties or REITs, Real Estate is an investment that historically has provided a hedge against inflation and has produced recurring income.


Our group has experience in the Real Estate sector as owners and operators of multiple investment properties, and as advisors to families on similar investments. We have partners located across the world that help us with our offering and analysis.


We have access to top managers, loan originators and securitization teams that can add value to extensive global Real Estate portfolios. We are able to partner and advise you on managing properties, deal sourcing, optimal financing alternatives and investment analysis.

SOME OF OUR FINANCIAL PARTNERS & NETWORK

Goldman Sachs
Julius Bar
J.P. Morgan
Charles Schwab
Vontobel

AFFILIATIONS

BX Swiss AG
Swiss Comply
Aufsicht Surveillance
FINOS
Grant Thornton
Addepar