More than 30 years of combined experience have a path full of learning.
Miriam Mazola
Commercial Director and Founder
Graduated in Business Administration, University of Zurich and 23 years of experience in private banking serving high net worth clients in Europe and Latin America (Credit Suisse and Clariden Leu).
Senior Portfolio Manager and Chief Strategy Officer
Economist, Universidad Metropolitana, Master in Finance, Chartered Market Technician (CMT) and University Professor. 12 years of experience exposed to financial markets from different roles: analyst, risk controller and portfolio manager.
Economist, Chartered Market Technician Candidate. She has 7 years of experience in business development and financing solutions in emerging markets. She has led financing projects in the region.
Manuel is an economist graduated from the Central University of Venezuela and holds accreditation as a CMT (Chartered Market Technician) from the CMT Association in New York. He possesses extensive skills in various programming languages such as Python, R, and Easy Language. With over 12 years of experience, he has been tackling the markets as an analyst and programmer.
We are regulated by theSwiss Financial Market Supervisory Authority (FINMA), the highest regulatory body that also oversees banks, insurance, and other financial institutions.
Our vision
End-to-end financial solutions
• To offer our clients comprehensive financial solutions, making us the institution to which they can entrust their planning in their different life stages. • To promote a sustainable relationship over time with our clients and allies. • Enhance the growth of our individual and institutional clients through unconventional solutions. • Make constant learning and innovation one of our passions. The world evolves, we evolve with it.