Mauricio Saiz
MANAGING PARTNER
Educational background:
Business Administration Major - Colegio de Estudios Superiores de Administración, Bogota, Colombia / AMV Certified for Colombia financial markets / Certified stock broker in Panama
Professional stations:
Partner - Aguaverde Family Office (Bogota) / Senior Associate - PKB Alasia SA (Panama, Bogota) / Liabilites Manager - Banco Corpbanca SA (Bogota) / Investment Advisor - Corredores Asociados SA (Bogota)
Important values:
Family is my foremost priority. Transparency is essential to conduct successful, long-term business. Dedication and discipline are key to personal and professional success.
Mauricio Saiz
MANAGING PARTNER
Educational background:
Business Administration Major - Colegio de Estudios Superiores de Administración, Bogota, Colombia / AMV Certified for Colombia financial markets / Certified stock broker in Panama
Professional stations:
Partner - Aguaverde Family Office (Bogota) / Senior Associate - PKB Alasia SA (Panama, Bogota) / Liabilites Manager - Banco Corpbanca SA (Bogota) / Investment Advisor - Corredores Asociados SA (Bogota)
Important values:
Family is my foremost priority. Transparency is essential to conduct successful, long-term business. Dedication and discipline are key to personal and professional success.
Felipe Castrillon
SALES & OPERATIONS MANAGER
Educational background:
Law Degree, Universidad Sergio Arboleda
Alternative Conflict Resolutions Methods Certificate – National Conciliation Center
Professional stations:
Contracts division at National Unit for Disaster Risk Management;
Legal assistance P.A.R Caprecom EICE en Liquidacion;
Legal assistance - Legal Mentors S.A.S
Important values:
I am convinced that passion and perseverance for what we do and what we want is the basis for achieving our goals.
Petra Fuhrmann
SALES & OPERATIONS MANAGER
Educational background:
Commercial apprenticeship EFZ and 30 years of banking experience. Bachelor in Private Banking and Financial Planning. Fluent in several Languages.
Professional stations:
20 years in Private Banking Client Advisory for HNWI. With the 1291 Group since 2015.
Important values:
The whole shall always be more than the sum of its parts (inspired by Aristotle).
Adrian Lüthi
PARTNER
Educational background:
Master of Business Administration at the University of Zurich and Murcia (Spain) / 20 years' experience in the Finance industry, thereof 15 years international PPLI tax and wealth advisory / Post graduate studies at ETH Zurich.
Professional stations:
Past: Successfully building up the PPLI business with one of the top-tier Insurance companies in Switzerland/Europe. Today: PPLI expert in the Latin American markets, Israel and Turkey / Broad working experience in New York and Spain over 2 years.
Important values:
More than believing but living: Trust – Long-term partnerships begins with a trustful relation. Quality – Focused on best possible solutions to protect and maintain family wealth. Tailor-made – Every client is special and unique. Private – Understanding family needs as a dedicated father and husband.
Oscar Acero
PARTNER
Educational background:
Naval Officer Logistic and Administration Specialist.
Stock Trading Course
Deepening Course in Treasury Management.
Fixed Income Portfolios in the US and Derivatives Markets Seminar
Professional stations:
Consultoría Legal Ltda. - Project Manager / Financial Manager
Corredores Asociados S.A. - General Fund Manager
Fiduciaria Petrolera S.A. - CFO
Delta Bolívar CFC S.A. - Treasury Director
Important values:
For me God and family are the most important things in life. Integrity and coherence are the principal values in the character of a man. Innovation, resilience and creativity are my personal stamp in business.
Jaime E. López D.
PARTNER
Educational background:
Economist with 24 years of experience, specialized in providing customized financial solutions for High-Net-Worth Individuals.
Professional stations:
Associate Vice President at Morgan Stanley Dean Witter and a Wealth Manager Executive at Morgan Stanley PWM USA. Entrepreneur, founder of multiple ventures that includes Capital Markets LTDA, a full-service agreement with EFG Capital International. Capital Markets Latin America LLC, affiliated with Dresdner Latin-American Financial Advisors LLC and EFG Bank in USA. President of J.Rockets Colombia, Master Franchise of Johnny Rockets USA.
Important values:
Integrity, respect, excellence and Work-Life-Balance.
“Life begins where fear ends” Osho.