Swissameris Finance S.A. is a group of professional experts with a long and renowned history in first-rate international banks.
We have over 30 years of experience in portfolio management and comprehensive advice to our institutional and private customers.
In an increasingly globalized world, with an ever more sophisticated offer of financial instruments, suitable management by specialists on the matter is essential for a successful asset management.
Swissameris Finance S.A. interfaces its clients with depository financial institutions through an asset management mandate with restricted baking powers.
As external asset manager, Swissameris Finance S.A. may invest on behalf of its clients, but in no event can it dispose of the securities.
The mandate regulates the rights and obligations of each party and is subject to audit by the funds’ depository financial institution.
With each client we conduct a thorough analysis on profitability expectations, investment term, cash-flow and risk profile. We also plan an individual investment strategy based on their needs. We provide comprehensive consultancy aiming at securing and maximizing your assets.
We constantly monitor the development of capital markets with a long-term success goal for the portfolio and we regularly report on their evolution.
We offer our clients innovative and unbiased consultancy services, as we have absolute freedom to select the best investment in an objective manner.
We guarantee continuity of our monitoring and surveillance of your assets.We privilege privacy, confidentiality, and knowledge of each of our clients to provide a customized service.
Zonamerica, Ruta 8 km 17.500. Edificio 100, Oficina 134 A-101 - CP 91600
Montevideo, Uruguay
(00598) 2518 4929 / 4931
