Our coverage in Latin America
Our Latin American clients, both individuals and families, are supported by our teams based in the United States and Switzerland, connecting them to a world-class network of professionals.
Expert guidance for every stage of your financial journey
Our team provides immediate access to tailored guidance that supports long-term growth, wealth preservation and new opportunities, whether you’re running a company, building your next venture or shaping your legacy.
Our commitment to Latin America
We have been investing and financing infrastructure projects. We provide connectivity and financial services to Latin American’s business network. We work with and for the community through philanthropic initiatives. We have advised the most prosperous families in managing, preserving and growing their wealth.
The most successful Latin American individuals and their families work with our teams to define and realize their unique goals for today and tomorrow.
Assets under management by the LatAm team
Local clients working in the manufacturing industry
Years working with visionaries in LatAm
Community highlights
Manhattan Wine Auction 2025
We are delighted to have been a sponsor for this year's Manhattan Wine Auction, where we helped raise an impressive $1.4 million for our public schools. It was a truly unforgettable evening, filled with community spirit, generosity, and fun, all in support of our schools here in Manhattan Beach. Thank you to everyone who joined us in making a difference!
Los Angeles Business Journal 2024 Leaders of Influence: Wealth Managers
We are proud to announce that the Los Angeles Business Journal recently named Managing Directors Olivier de Givenchy, Rick Barragan and David Regan on the 2024 Leaders of Influence: Wealth Managers list.
South Bay at the Asian American Summit
Our third annual Asian American Summit in Beverly Hills, CA brought together influential Asian American families from across the country—and our team and clients in South Bay. Leaders and trailblazers from diverse fields—finance, technology, sports, healthcare, consumer brands, and more—shared lessons from their entrepreneurial journeys, intergenerational family businesses and community leadership.
