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Wealth management - Ranking 2021 - Consulting Firm - Peru

Wealth management consulting
Excellent
  • Yosef Nahum, Antonio Carranza, Jorge Velarde
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Allié Family Office: Reliable, lasting relationships
Firm

Allié Family Office

Leader(s)

Bruno Ghio

Since

2019

Track record: The firm helps give high-net-worth families a 360° view of their wealth horizon by managing various matters such as specialized management of investment portfolios in the best banks and global platforms, asset and inheritance planning, tax advice, access to top level international specialists to evaluate opportunities of real estate and private equity.
Team & differentiation: The team is made up of seven senior professionals. Bruno Ghio is a benchmark in the asset and wealth management industry, having held the position of executive director of private banking at J.P Morgan New York. Fernando Chirinos has more than 20 years’ experience and is a founding partner of Pro Wealth Asesoría Financiera.
Firm profile
Gamnic: Best-in-class representation for wealth management
Firm

Gamnic

Leader(s)

Ignacio Aguirre

Since

2009

Track record: The firm has extensive experience in investments. It is 100% aligned to the risk, cost and profit objectives of clients. Advice given to clients is based on a long-term capital preservation model that invests mainly abroad. The performance obtained historically averages 5.8% per year in net dollar commissions.
Team & differentiation: The team is composed of four partners with more than 20 years’ experience in wealth management, investment experience and the financial sector. Founding partner Ignacio Aguirre has more than 25 years’ experience managing money of third parties. He is a former investment manager of Prima AFP, a firm with more than $4.5 billion under management.
Firm profile

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