A division of Global Companies

Investments managed with rigor and independence.

We build and manage portfolios with open architecture: access to the full market offering, both local and international.

What we manage

The entire investable universe, in a single portfolio.

We select instrument by instrument according to each client's objective, horizon and risk.

Equities

A stake in leading companies, local and international, with a long-term view.

Fixed Income

Stable cash flows and balance for the portfolio, according to horizon and risk tolerance.

Mutual Funds

Specialized management, selected across all fund managers, with no commercial commitments to any of them.

ETFs

Efficient, low-cost exposure to the world's leading markets.

FX & Forwards

Buying and selling currencies and forward hedges, always seeking the best market price to protect the portfolio from currency risk.

Alternative Assets

Non-traditional financial assets such as private debt, private equity and structured notes, to diversify beyond liquid markets.

Sound wealth management demands an integrated view: financial investments, real estate, protection and tax optimization. A single strategy.

How we invest

No proprietary products. Backed by a research department.

We do not manufacture products, nor do we receive incentives for recommending one over another. Every decision rests on daily market analysis, enhanced by technology but always defined by an accredited advisor.

Market analysis desk with multiple screens

Independence

We choose what is genuinely in your interest, not what suits us to sell.

Rigor

Daily monitoring of markets, news and instruments, with our own data and method.

Tailored strategy

A portfolio built around each client's profile, objectives and horizon, not a standard template.

The process

From data to decision.

Every recommendation goes through the same disciplined, repeatable method.

01

Daily overview

Each day we process more than twenty sources of news, market data and economic indicators, and build a complete picture of what is happening.

02

A research department with AI

It organizes and analyzes all that information and identifies the most attractive assets for the current point in the cycle. It works around the clock.

03

Investment council

The council debates that evidence from every angle and arrives at a well-founded recommendation: what to do and why.

04

The advisor's decision

The advisor receives the recommendation and its supporting reports, reviews the rationale and decides together with the client.

Capabilities

Proprietary technology in the service of judgment.

Tools that process, analyze and organize information so decisions are made with more context and less noise. Technology provides the overview; the final decision is made by an accredited advisor.

Data coverage

We integrate news, markets and economic data from dozens of global sources, in real time.

Artificial intelligence

Language models that summarize, classify and rank information by relevance and impact.

Proprietary models

Quantitative tools for valuation and reading the cycle, developed in-house.

Knowledge base

Research from major asset managers and investment banks, curated and available for every decision.

Automation

Processes that run around the clock, so the team can focus on analyzing and deciding.

Human judgment

The last word always belongs to an accredited advisor. Technology informs; the person decides.

Technology amplifies judgment. It never replaces it.

Team

A team with names and faces.

Advisors with a track record in banking and capital markets. Accredited people, not an algorithm.

Felipe Luttges
Felipe Luttges
Founding Partner
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Juan Pablo Velasco
Juan Pablo Velasco
Managing Partner
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Pablo Martínez
Pablo Martínez
Head of Research
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Luis Coria
Luis Coria
Head of Strategy
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Hugo Della Motta
Hugo Della Motta
Senior Financial Advisor
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Mauricio Gajardo
Mauricio Gajardo
Senior Financial Advisor
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Patricio Guajardo
Patricio Guajardo
Senior Financial Advisor
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Estrella Morales
Estrella Morales
Senior Financial Advisor
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Nataly Venegas
Nataly Venegas
Senior Financial Advisor
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Carmen Letelier
Carmen Letelier
Senior Financial Advisor
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Alejandra Hermosilla
Senior Financial Advisor
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Claudia Gotelli
Senior Financial Advisor
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Alejandra Neira
Senior Financial Advisor
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Keyla Vergara
Keyla Vergara
Senior Back Office
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International presence

Close to our clients, wherever they are.

A presence in the leading financial centers of the Americas and Europe.

Contact us

Information handled in strict confidence.

Cerro El Plomo 5931, of. 1311
Las Condes, Santiago

Cerro El Plomo 5931, of. 1311
Las Condes, Santiago
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