Address : 106 Calle Leonidas Yerovi, San Isidro, Lima 15073, Peru
Phone Number : +515112223380
Industries : Financial Services
Website : creuzadvisors.com
Company Description
Independent Wealth Advisors and Institutional Fund DistributorsFor the last 13 years our wealth advisory business offer the best personalized solutions in tax, fiduciary and estate planning with the purpose of providing peace of mind, time and wealth preservation to our clients. All wealth planning is done through a single point of contact composed by a highly experienced group of professionals working in accordance with the clients´ financial objetives.As a totally independent business, our institutional fund distribution division, offers a reduced distribution offering to guarantee a close and specialized relationship with the managers we represent and final investors with a wide regional experience in the institutional distribution business.
Specialities
- Wealth Advisors & International Funds Distribution
- Wealth Advisors
- International Funds Distribution
- Financial Services
Financial
Employees Total : 21
Miscellaneous
Founded in : 2007
Linkedin : creuza-advisors
Email Providers : Outlook
Tech : Microsoft Office 365
Tech : Mobile Friendly
Tag Management : Google Tag Manager
CMS : WordPress.org
Load Balancers : Nginx
Last Updated : 2023-12-03
Employees
- Gautier Fortis ( Institutional Sales )
- Bruno Ugarte ( Institutional Sales )
- Ignacio Arrospide ( Partner & CIO )
- Consuelo Salas ( Office Manager )
- Daniela Suarez ( Back Office Analyst )
- Jessy Espinoza ( Associate )
- Rosa Kana ( Alternative Investment )
- Martin Barnechea ( Investment Analyst )
- Marco Moreno ( Managing Partner )
- Cecilia Salas ( Back Office Analyst )
Alumni
- Nicolas Launet ( Partner & Institutional Distribution Manager )
- Alfonso Montero ( Founder, Chief Investment Officer )
- Alvaro Leon ( Investment Analyst )
- Xiomara Urbina ( Back Office Analyst )
- Rafael Belmont ( Summer Analyst )
- Gabriel Briceno ( Portfolio Management and Investment Advisory )
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