Contact
Let's talk about your wealth.
The first meeting is a conversation, at no cost and with no commitment. Write to us and we will arrange a time within the next few days.
Founding partner
Cristián Díaz de Valdés B.
Founding partner · Commercial engineer
A commercial engineer with more than twenty years in private banking and wealth management, dedicated to advising high-net-worth families and business owners.
He built his career at Citibank, Inversiones Security, Itaú Private Bank and LarrainVial, across private banking, wealth management and international investments.
His focus has always been the same: diversified global portfolios, an efficient structure, and decisions aimed at preserving and growing wealth across generations.
Experience
Over 20 years in private banking and wealth management
Executive education
Advanced Management Program (AMP), ESE Business School — Universidad de los Andes
Languages
English, full professional
Accreditation
Chilean securities market knowledge accreditation (CAMV)
Track record
Twenty years on a private banking desk, applied to an independent mandate.
- CitibankInternational banking
- Inversiones SecurityWealth management
- Itaú Private BankPrivate banking
- LarrainVialWealth management
- Lombard Capital PartnersIndependent advisory
The same discipline as a private banking desk, now with no conflicts of interest.
What to expect from the first meeting
- A general review of your wealth situation and objectives.
- An honest read of the costs and risks in your current portfolio.
- A proposal of next steps, with no obligation to engage.
Request a meeting
Leave your details and we will be in touch within two business days.
Your details are used only to answer this enquiry. We do not share information with third parties.