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With more than USD 5.5 billion in asset under management, Celfin Capital has positioned itself as one of the leaders in Wealth Management services in Chile, with a focus on high net worth individuals, families and foundations. A team of over 50 professionals advises clients on the development of balanced portfolios created on a made-to-measure basis for each client, using combinations of Latam and non-Latam instruments, in fixed income and equities, structured products and innovations in a wide range of available investment alternatives.
In 2010, Celfin opened the Peru Wealth Management office, with a team of five professionals, currently managing more than USD 250 million. We have also launched our Pension Fund / Brokerage product, which enables our clients to invest their voluntary pension savings instruments, such as stocks, bonds, units in investment funds, time deposits or any other financial instrument traded on the chilean exchange, giving them freedom to invest their funds directly in whatever instruments they choose.
We cultivate a transparent, close and constant relationship with our clients. Our priority is their trust, and to provide them both confidentiality and access to all investment opportunities that we see and make available. Our attention and service models are unique in Latam – so much so that a survey of market opinion by Euromoney magazine rewarded Celfin Capital as “The Best Financial Institution in Wealth Management” in 2010.
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