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
Presencia
Geográfica
"Cita sobre
Presencia Geográfica"
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.
Soluciones Patrimoniales
"Cita sobre
Soluciones Patrimoniales"
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?
Responsabilidad
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Responsabilidad"
El Aliado Estratégico para Asesores Financieros Independientes
"RIQUEZA, BIENESTAR Y LEGADO"
Somos una firma boutique de asesoría de inversiones que se especializa en asesoría financiera personalizada y servicios de inversión. Nuestros profesionales experimentados brindan orientación y apoyo para ayudar a nuestros clientes a alcanzar sus objetivos. Estamos dedicados a brindar los servicios personalizados de la más alta calidad que espera.
Acerca
de Nosotros
Welcy Capital Advisors fue creada sobre el principio de que la firma debe servir a los asesores financieros, y no al revés.
Nuestro modelo de negocios está diseñado pensando en su éxito, y se esfuerza por proporcionar los recursos y el apoyo que necesita para atender de manera efectiva a sus clientes y maximizar el potencial de su negocio. Nuestro equipo y socios tienen una amplia experiencia en la gestión de negocios internacionales, incluido un profundo conocimiento de las oportunidades.en los mercados latinoamericanos. Estamos seguros de que podemos servir como un socio estratégico valioso, conectándolo con las herramientas y los recursos que ayudarán a que su negocio de asesoría financiera prospere.
Nuestra Historia: Una Combinacion
de Talentos
Principio:
Dónde obtener rendimientos absolutos en mercados emergentes para usted y sus clientes.
¿Listo para hablar?
Nuestro equipo espera poder hablar con usted.
1101 Brickell Avenue, N1600
Miami, FL 33131
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Oficina Principal
+1 786 353 0036
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