About
Us
Convinced that our clients deserve personalized attention and the best advisory services for their wealth, Principle Asset Management was developed to improve the proposal and the range of comprehensive financial solutions tailored to the needs and objectives of each client.
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We brought together in a new company more than a century of combined experience through the cohesion of talents and experts from two leading institutions in the financial business of investment banking, securities brokerage and wealth management: LW Investment Managers, headquartered in Miami and GPUS, a company related to Grupo Prival of Panama and Central America.
In this way, and with the support of a state-of-the-art custodian architecture, at Principle we use the experience and support of our team to make available fully customized financial instruments and vehicles to achieve alpha returns for HNW individuals, family offices and the investment experts who advise them.
Through this association of experts with extensive experience in the different ranges of the asset management business, we optimize our proposals, eliminating errors that we frequently detect in the financial advisory business: mispricing, returns from neglected or old-fashioned industries. At the same time, we dynamically search for new opportunities in new sectors that could add value to our clients' asset management.
We are experts and work daily in the markets we serve.
Our Story: A Combination of Talents
Combination of Talent
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Our Partners and Experts in the Creation of Principle Asset Management
The leaders of our firm, Principle Asset Management, who are also involved in the day-to-day creation and management of portfolios, combine the team of experts from Prival and LW Partners Group, with the objective of channeling their success stories and industry experiences to add value in our proposal of superior financial services for our select portfolio of clients.
Prival
Financial institution dedicated to Private Banking and Investment Banking services in Panama and Central America, formed by experts from different areas of the industry. Grupo Prival has a similar track record as a leading provider of private banking, investment banking and asset management services throughout its home region. Prival has US $4B in assets under management.
LW Partners Group
lwPartners is a financial group specializing in Latin America and focused on corporate clients, institutions and high net worth individuals. The firm's senior management has over 30 years of individual experience in portfolio management, trading and investment banking through all economic cycles. It currently manages over US$ 270 million in assets under management and assets under advisory, and over US$ 1 billion in annual trading volume and close working relationships with institutional investors dedicated to emerging markets.
Partners & Experts
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Local and international product offerings: we expand your investment possibilities and facilitate/enable you to achieve better and more stable returns.
We offer investment and execution strategies in global markets, carefully designed to adapt to the reality and financial goals of each of our clients and their portfolios. We have unmatched market knowledge in our home territories. At the same time, we recognize that capital requires security and strength, which comes from exposure to the world's most stable markets and best investment opportunities. Through our network of contacts, we offer a comprehensive platform to bring Financial Advisors to the Miami area and beyond.
Value Proposition
for our Clients: How Can We Help?
Value
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Bios
The Team
Miguel Casanova
Chief Compliance Officer
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Mr. Casanova is currently the Chief Compliance Officer at Welcy Capital Advisors.
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He started his career in the accounting department at Vestcorp Partners in Caracas, Venezuela in 1990. He has worked with Carlos Zalles and the LW Group of companies ever since.
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In 2003, he formed part of the team that built Forum Asset Management in New York and became the Head of Operations before moving to Miami in 2007, where he has been an integral part of LWIM USA LLC since its inception in October 2010.
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Mr. Casanova holds a bachelor’s degree in business administration from Jose Maria Vargas University and is actively involved in his nonprofit charity foundation.
Head of Operations
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Ms. Granier is currently the Head of Operations at Welcy Capital Advisors.
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Ms. Granier has been with the LW Partners group since 2009. Previously she was at LW Securities Ltd (2005 – 2008) in the Private Banking department.
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She joined LW Investment Management as Chief Compliance Officer and then oversaw Operations and back office as well.
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Daniela studied Marketing and Public Relations at Universidad del Pacifico in Santiago, Chile. In 2014 she completed the Advanced Finance Program at the Universidad de Montevideo.
Nicolás Zalles
Chief Investment Officer
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Mr. N. Zalles is currently the Chief Investment Officer at Welcy Capital Advisors.
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From 2014 to 2021, he was Portfolio Manager at LW Investment Management USA for the Latin America Opportunities Fund and all the SMAs at the firm.
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From 2009 to 2014, he worked at Biscayne Americas with his most recent role being Head Trader and Portfolio Manager.
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He studied at Bryant University and holds a Bachelor's in International Business with a concentration in Finance and a minor in Economics.
Gabriel F. Freund, CFA, CAIA
Senior Portfolio Strategist / Financial Advisor
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Gabriel is a Senior Portfolio Strategist and Financial Advisor at WELCY Capital Advisors in the Miami Brickell office. His primary responsibilities include providing investment management solutions and portfolios to clients principally in Latin American but also the United States. His 25 years in the industry is backed by education (see below) as well as diverse client experiences.
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Senior Advisor at Banco Santander International's Active Investment Services platform for almost 10 years.
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Managed client portfolio of over $650MM in assets from Latin American clients, primarily Venezuelan, Argentinian, and Brazilian.
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Multi-asset portfolios with a fixed income bias common in Latin America.
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Extensive experience with private and institutional clients in Latin America and the US.
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Investment Analyst at GenSpring Family Offices’ Investment Advisory Center (IAC).
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Oversaw active strategies across multiple asset classes, gathering over $600 million in client assets.
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Managed passive strategies including ETFs, REITs, and MLPs.
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Senior Financial Analyst at GenSpring Family Office International.
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Supported international advisors with over $400 million in total assets under advisement.
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Proficient in deconstructing structured notes and explaining hedge fund strategies.
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Evaluation of structured products and money managers for Citibank’s International Personal Banking Group.
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Various roles at Smith Barney, a hedge fund, and Morgan Stanley’s Prime Brokerage division.
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Education:
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MBA with an emphasis in Finance and Corporate Strategy from the University of Michigan’s Stephen Ross School of Business.
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BBA in Finance and Accounting from the University of Puerto Rico, Rio Piedras Campus.
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CFA (Chartered Financial Analyst) charter holder.
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CAIA (Chartered Alternative Investments Analyst) charter holder.
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Passed all four parts of the Uniform CPA examination.
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Licenses:
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FINRA's Series 7 license.
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Registered as an investment adviser representative with the State of Florida.
Professional Association:
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Founding member of CAIA Institute’s Miami chapter.
Juan Carlos Lorenzo
Portfolio Manager and Managing Partner of the Prival Credit Opportunities Fund
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Mr. Lorenzo is a Portfolio Manager at Welcy and Managing Partner of the Prival Credit Opportunities Fund, a private credit fund focused on investments in Latin America (the “Fund”). Mr. Lorenzo is responsible for the day-to-day investment activities of the Fund and serves on its Investment Committee.
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Mr. Lorenzo has more than thirty years of experience in debt capital markets, leveraged finance, project finance and debt restructurings in the United States and Latin America.
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He has led the origination and execution of more than 120 transactions totaling over $84 billion and encompassing more than ten geographies and multiple sectors.
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He has significant experience executing transactions in multiple asset classes covering the full credit spectrum including corporate, project, and structured loans as well as corporate, project, and structured high yield and investment grade bonds in addition to acquisition financings, financial restructurings, liability management, foreign exchange, and interest rate derivatives.
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Prior to joining Welcy, Mr. Lorenzo served as Managing Director and Head of Latin America Debt Capital Markets at Jefferies since 2019.
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He served as Managing Director and Head of Latin America Debt Capital Markets and Leveraged Finance at Goldman Sachs from 2007 until 2019.
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He was a Director and Vice President within the corporate and investment banking divisions of Citigroup, BankBoston and the Chase Manhattan Bank since 1990 when he started his career in the banking industry.
Education:
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BA with a specialization in finance and marketing from the University of Oregon.
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MBA in International Business from the Thunderbird School of Global Management at Arizona State University.
