Sherpa Capital
Sherpa Capital es un asesor independiente de inversiones basado en México, registrado y regulado por la Comisión Nacional Bancaria y de Valores (CNBV). Nos enfocamos como negocio medular en otorgar servicios de "Wealth y Asset Management" a nivel global y local, con base en una planeación, gestión y crecimiento del patrimonio de nuestros Clientes Privados e Institucionales. Desarrollamos soluciones a la medida de sus necesidades financieras, combinando nuestras fortalezas con las mejores plataformas de custodios internacionales y nacionales como nuestros aliados estratégicos. Nuestra filosofía corporativa y estructura elimina cualquier conflicto de interés que pudiese existir en las decisiones de inversión para nuestros clientes y nos enfocamos en proporcionar soluciones con base en una gestión única, experiencia transparencia, profesionalismo, procesos de inversión, conocimiento, tecnología y con un alto compromiso y sentido de responsabilidad corporativa y Sherpa Capital is an independent wealth and asset management boutique based in Mexico City, registered and regulated by Comisión Nacional Bancaria y Valores. Our core and unique business is to develop tailor made wealth and asset management solutions globally and locally, for our High-Net-Worth Individuals and Institutional clients, combining our strengths with the best platform of international and local custodians as our main business partners. We state our fiduciary mandate as second to none and our independent figure avoids any conflict of interest in decision making, so we can be exclusively focused on attending our client needs with unique solutions, experience, transparency, professionalism, investment process, knowledge, technology and with a full committment and sense of corporate and social responsibility
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Verified contacts
18
available on Kipplo
LinkedIn employees
17
11 to 50 range
Open roles
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no listings
Distinct roles
14
indexed titles
Tech stack
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Decision-makers and verified team members
18 contacts with verified email or phone · masked until revealed.
- AU
Aline Utrera
Office Manager · Operations
EmailPhone - DM
David Martínez
Asesor De Gestión De Patrimonios · Finance & Accounting
EmailPhone - GC
Gilberto Cantu
CIO Founding Partner · Other
EmailPhone
Showing 3 of 18 verified contacts
Top roles at Sherpa Capital
14 distinct titles indexed · top 10 shown.
- 2analista de inversiones
- 1analista de desarrollo de negocios
- 1asesor de gestión de patrimonios
- 1asesor financiero
- 1associate
- 1auxiliar financiero
- 1business and product development manager for wealth management
- 1cio founding partner
- 1client relationship & business development
- 1middle office analyst
- +4more titles
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