We accompany you in the investment cycle across stages
01. Your goals
It is crucial for us to know you well, so we can learn about your goals and how you want to achieve them
02. Strategy design
We will define an adequate asset allocation, based on your goals and the state of the financial markets
03. Implementation
We strive to recommend suitable investment vehicles for your portfolio
04. Follow up
Regular reassessment of your strategy and monitoring of your progress
Investment advisors at your disposal
Periodic review of your investment portfolio
Risk monitoring
Personalized reports
Using sophisticated technology to keep you informed
Our purpose
is to make the opportunities of this new age available to all
Client comes first
We see our work from the client's viewpoint, factoring this approach into our decisions. We aim to provide fast, executive solutions based on our client's needs
We think big
We strive to offer the best solutions and create customized experiences. To do this, we set ourselves tough and aspirational challenges, continually challenge our assumptions, and seek better ways of doing things
We are One Team
The goal of our proactive, dynamic and specialized team is to develop the best investment advisory experience. Our teams across functions come together as one to help provide an effective and consistent service to our clients
About us
The United States stands out as a premier destination for wealth management clients from all around the world, but especially from Latin America, offering a safe, stable, and highly regulated environment for investing. As an SEC-registered investment advisor, we operate within a framework of rigorous regulatory oversight, providing our clients with a strong level of transparency.
Moreover, the United States boasts one of the largest and most dynamic financial markets globally, offering a wealth of investment opportunities across various asset classes. Our presence in the United States allows us to tap into this deep and diverse market, providing our clients with access to a wide range of investment options to suit their individual needs and preferences.
Based in the US, we offer our clients the possibility of investing in a secure and established market, backed by robust regulatory frameworks, a history of financial stability and a transparent legal system.
BBVA Global Wealth Advisors understands that every individual has unique dreams and ambitions, needs and wants. We realize that few take the same path in the faster, busier, and more complex world we live in. We get it. Whichever path you choose, and whenever you need us, we want to create opportunities for your bright future.
From the smallest moment, to the largest personal or professional life event, BBVA Global Wealth Advisors is there for you.
+ 30
Años de experiencia en la gestión del patrimonio global
+ 6
nacionalidades diferentes y especializadas en Banca Privada
Ubicado en Miami, la capital de Estados Unidos de la Banca Privada
Oportunidades de inversión con enfoque multidivisa y global
100% en tu idioma. Nuestros asesores de inversión comparten tu lengua y cultura
The future,
our best investment
We accompany you in the investment cycle across stages
01. Your goals
It is crucial for us to know you well, so we can learn about your goals and how you want to achieve them.
02. Strategy design
We will define an adequate asset allocation, based on your goals and the state of the financial markets
03. Implementation
We strive to recommend suitable investment vehicles for your portfolio
04. Follow up
Regular reassessment of your strategy and monitoring of your progress
Investment advisors at your disposal
Periodic review of your investment portfolio
Risk monitoring
Personalized reports
Using sophisticated technology to keep you informed
Our purpose
is to make the opportunities of this new age available to all
Client comes first
We see our work from the client's viewpoint, factoring this approach into our decisions. We aim to provide fast, executive solutions based on our client's needs
We think big
We strive to offer the best solutions and create customized experiences. To do this, we set ourselves tough and aspirational challenges, continually challenge our assumptions, and seek better ways of doing things
We are One Team
The goal of our proactive, dynamic and specialized team is to develop the best investment advisory experience. Our teams across functions come together as one to help provide an effective and consistent service to our clients
About us
The United States stands out as a premier destination for wealth management clients from all around the world, but especially from Latin America, offering a safe, stable, and highly regulated environment for investing. As an SEC-registered investment advisor, we operate within a framework of rigorous regulatory oversight, providing our clients with a strong level of transparency.
Moreover, the United States boasts one of the largest and most dynamic financial markets globally, offering a wealth of investment opportunities across various asset classes. Our presence in the United States allows us to tap into this deep and diverse market, providing our clients with access to a wide range of investment options to suit their individual needs and preferences.
Based in the US, we offer our clients the possibility of investing in a secure and established market, backed by robust regulatory frameworks, a history of financial stability and a transparent legal system.
BBVA Global Wealth Advisors understands that every individual has unique dreams and ambitions, needs and wants. We realize that few take the same path in the faster, busier, and more complex world we live in. We get it. Whichever path you choose, and whenever you need us, we want to create opportunities for your bright future.
From the smallest moment, to the largest personal or professional life event, BBVA Global Wealth Advisors is there for you.
+30
Años de experiencia en la gestión del patrimonio global
+ 6
nacionalidades diferentes y especializadas en Banca Privada
Ubicado en Miami, la capital de Estados Unidos de la Banca Privada
Oportunidades de inversión con enfoque multidivisa y global
100% en tu idioma. Nuestros asesores de inversión comparten tu lengua y cultura
