From the holistic management of the delegated capital, to the simple execution of your purchase and sale orders, we offer you a whole range of solutions so that you find the right balance of involvement, performance and time in the management of your personal, family or businessman wealth.
You delegate, we manage.
We offer you to delegate entirely to us the administration of your assets independently, safely and discretionally. Your plan will be managed by Zuma Advisors where our specialists will select the most appropriate financial assets to meet your pre-established objectives, allowing you to save time and resources.
We advise, you decide.
If you prefer to participate more actively in the management of your assets, this type of account will allow you to assume and share with our professionals the responsibility of implementing your investment plan.
You choose, we execute.
If you decide to choose to manage your assets in a totally independent way, you should only pass the purchase sale orders for their subsequent execution in authorized markets.
In an increasingly complex world, we accompany families in the development of their investments from a structured, holistic and comprehensive approach that reflects the objectives of the family. Managing wealth successfully involves resorting to a wide range of services, which include the particular governance system of each family, implementing a global investment plan guaranteeing its operational safety.
A simple and efficient way to make the most of your company's liquidity. We constantly work on the redesign and creation of financial products and services that adapt to the needs of efficiently managing the financial resources of companies and institutions. We concentrate our efforts on reducing risks seeking a continuous improvement of your organization and financial structure.
Through our Trading Desk we offer access to the best execution and settlement services for any type of investment, and access to all markets.
We provide permanent and continuous liquidity in the various financial assets, always optimizing the execution of purchase and sale orders.
In addition to our Private Banking and Institutional Banking, we serve wholesale clients such as Insurance Companies, Mutual Funds and Hedge Funds.
We trade Public Securities, Corporate Bonds, Provincial Bonds, Municipal Bonds and Short Term Debt bills issued by Government Agencies (Central Bank, Ministry of Economy, etc.).
We offer access to the local Equity Market and CEDEAR's.
We are exclusive distributors and underwriters of various local and foreign Mutual Funds.
We provide access to the Rofex Futures FX market allowing our clients to cover their variable needs regarding the future exchange rate.
We create products tailored to the needs of each client according to the management profile of their liabilities. We participate actively in the issuance and subsequent distribution of Financial Trusts.
We advise local and international companies in mergers and acquisitions in different industries in a strictly confidential manner. We are constantly looking for new business opportunities and the best way to achieve them.
We provide financial advice and solutions to companies throughout their business cycles based on the experience and knowledge of the local and international financial framework.
We provide integral refinancing solutions for short and medium term liabilities, both to local and foreign companies and economic groups. We design, adapt, and reformulate the debt structure of each company improving the efficiency of its economic cycle.
Through our partner Columbus Merchant Banking we offer a wide coverage of services in corporate finance.
Columbus Merchant Banking contributes its trajectory as one of the most active Investment Banks in Argentina occupying the first positions in the ranking of M & A transactions, surpassing first-rate international financial institutions, backed up by its experienced structuring team of capital market operations.
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