A continuation

of the firms

we represent

CONTACT US

Who we are

Our mission is to add value to the customers while maximizing revenues and minimizing hassle and costs for asset managers.

WHAT WE DO
We believe establishing close relationships with our clients is crucial.
This is achieved not only through our geographical accessibility but also by understanding their needs, their priorities, and the way they like to do business.
We recognize the Offshore intermediary channels as one of the most challenging to develop around the world,
especially with the expansion of Independent Financial Advisor models. Having a local presence is essential to implement a market-based strategy for growth.
We like to see ourselves as a continuation of the firms we represent,
transmitting their values, principles, and culture while making them participants of the process.

Our history

With vast experience in the investment banking industry, we realized a few years ago that the difference between Asset Managers who raised assets in the offshore market and those who did not was availability, attention, and constant service to financial advisors and institutions...

This was lacking (still is to some extent) so we decided to create Latam FS to help Asset Managers expand within the offshore market. Since then, it’s been a succes story thanks to our dedicated approach in which we put one o more sales representative specially dedicated to one AM.

What we do

We believe in the independence of each firm as well as in the importance of financial advisors to associate a wholesaler with only one brand.

This is why at Latam FS we offer a different team exclusively devoted to the promotion of the products and strategies of each of the firms we represent.

Every company has its own unique features, and having a team that only focuses on them allows us to transmit the values of each firm in the best possible way.

We focus in the US Offshore and Latam market with offices in Miami and Montevideo and a team with a combined 200+ years of experience in the industry we love.

Why LFS?

  • Instant Access to an extensive network of US Offshore clients
  • Substantially more assets
  • Signficant less work and costs for AM
  • No fixed costs, wages and bonuses
  • Diversify your revenue
  • Work alongside a top team
Institutional partners

Contact us

Montevideo, Uruguay

Miami, USA

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