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Private Wealth Management - Latin America
The companies that are part of the Stanford Financial Group which are located in Latin America cover most of the spectrum of the financial industry, providing its clients in the region with a comprehensive breadth of private wealth management and investment services.
Services provided range from brokerage, financial planning and international investment services to commercial banking and fiduciary services.
Stanford Fondos, S.A. de C.V.
Offices: Ciudad de México, Puebla y Monterrey
Stanford Fondos is a financial institution that gives advisory and investment management to high net worth individuals and companies that are looking for absolute returns. Stanford Fondos’ advisors provide total solutions and investment strategies, fulfilling the diversification requirements of each client through portfolios made of the best performing investment funds. Stanford Fondos is the only financial institution in Mexico that has distribution agreements with more than 90% of the Mexican funds. Our goal is to always offer the highest level of personal service and attention. Stanford Fondos is headquartered in Mexico City, with offices in Monterrey and Puebla.
Stanford Group México, S.A. de C.V.
Offices: Ciudad de México, Puebla y Monterrey
Located in Mexico City, Stanford Group México, S.A. de C.V is a business consulting company. The company provides investment advisory and financial engineering services to companies and individuals all over Latin America. Moreover, Stanford Group México produces economic analysis and gives guidance in the strategic planning and corporate projections to the private sector.
Stanford Trust Company Administradora de Fondos y Fideicomisos, S.A
Offices: Quito y Guayaquil
Stanford Trust Company Administradora de Fondos y Fideicomisos, S.A., with offices in Quito and Guayaquil, provides trust formation and investment fund administration services for companies, individuals and government entities.
Stanford Group Casa de Valores, S.A
Offices: Quito y Guayaquil
Stanford Group Casa de Valores, S.A., a leading stock brokerage house in Ecuador, has seats on both the Quito Stock Exchange and the Guayaquil Stock Exchange. The company raises funds in the capital markets for some of the largest public and private sector entities in the country.
Stanford Group Peru S.A.B.
Offices: Lima
Stanford Group Peru, S.A.B., located in the city of Lima, is a broker/dealer firm licensed and supervised by the “Comision Nacional Supervisora de Empresas y Valores” (CONASEV). Its clients are private individuals, corporations and institutional investors who receive advice in investment opportunities in the Peruvian local market and in the international markets. Some of the products offered are stocks, bonds, mutual funds and portfolios of fixed and variable securities. Stanford Group Peru also provides investment banking services, such as issuing of debt, placement of securities, project finance, mergers and acquisitions and business advisory in general for local and foreign corporations seeking to do business in Peru.
Stanford Group Venezuela Asesores de Inversión, C.A.
Offices: Caracas, Valencia, Maracaybo, Puerto Ordaz, Cagua
Stanford Group Venezuela Asesores de Inversión, C.A., is a licensed financial planning and investment advisory firm with offices in Caracas, Valencia, Cagua, Maracaibo and Puerto Ordaz. The company is supervised by Venezuela's Comisión Nacional de Valores (National Securities Commission).
Stanford Bank (Venezuela)
Offices: Caracas, Valencia, Maracaibo, Barquisimeto, Maracay, Barcelona, Acarigua, Cagua y Puerto Ordaz
Stanford Bank, S.A., Banco Comercial, headquartered in Caracas, has fifteen branches in Caracas, Valencia, Maracaibo, Barquisimeto, Maracay, Barcelona, Acarigua, Cagua and Puerto Ordaz. With a focus on old-style banking relationships, Stanford Bank (Venezuela) provides commercial banking services with emphasis on personalized attention, in line with Stanford philosophy: services based on interactive technology, innovative products and advisors highly qualified in the financial field.
Stanford Bolsa y Banca
Offices: Bogotá y Medellín
Stanford Bolsa y Banca, S.A., is a brokerage firm in Colombia with branches in Bogotá and Medellin. As a broker/dealer in Colombia, Stanford Bolsa y Banca offers a tremendous opportunity for Stanford to support growth in the region and significantly enhance the Portfolio of products and services available to the clients of Stanford Bolsa y Banca.
Stanford Bank (Panama)
Offices: Ciudad de Panamá
Stanford Bank (Panama), S.A., headquartered in Panama City, with branches in the Punta Pacifica sector and Costa del Este, is a full commercial bank that provides a complete range of traditional commercial banking services, including, but not limited to, deposit services, credit facilities and credit card services to individuals, public entities and government agencies. Stanford Bank (Panama) also provides international private banking and fiduciary services for its clients.
Stanford Casa de Valores
Offices: Ciudad de Panamá
Stanford Casa de Valores is a broker/dealer providing clients with investment advisory, brokerage and asset management services through its offices in Panama City. The company offers wealth management and financial services to private individuals including financial planning, asset allocation strategies, investment advisory and brokerage services.
Stanford Trust Company Representative office in Colombia
Offices: Bogotá
The representative office of Stanford Trust Company Limited in Bogota promotes and markets STCL's products and services in Colombia. STCL's products and services include a broad array of trust and corporate services to clients, including the formation and administration of trusts, the formation of international business companies (IBCs) or personal investment companies (PICs), and assistance in other matters relating to trust and estate planning. Types of trusts include single-purpose trusts; simple (interest in possession) trusts; multipurpose trusts; complex (discretionary) trusts; accumulation trusts; protective trusts; and foundations.