Wealth Management
This is what you can expect when you work with Guillermo:
A personalized investment strategy for your unique priorities.
Regular meetings to update your portfolio as your life and priorities change.
Updates on markets, economic trends and portfolio opportunities.
Access to specialists to help with complex needs, like estate planning and liquidity events.
Advice when you need it—over the phone, by video chat at any of hisbranches in Dubai, Abu Dhabi, Marbella... He hasoffices in 20 countries.
Together, we navigate change
You can count on Guillermo to explain how certain life events and market cycles might affect your path forward, and help you adjust your strategy to stay on track.
He also offers solutions for your more complex financial needs
Seize new opportunities and make the most of your assets with the help of his highly specialized teams.
Your strategy is uniquely yours
Together, He’ll discuss how to allocate your money across your goals to create your personalized investment strategy, drawing on Guillermo's team Research and expertise.
Guillermo is in touch with Hedge Fund Managers worldwide, where they share unique portfolios not available in common forums or classic Mutual Funds. This includes stocks in Canada, Hong Kong, Norway, UK, Australia, Singapore, US and other stock markets.
Ready to Talk?