The Private Advisors
The Private Advisors is an independent privately owned Asset Management company and Multi Family Office service provider based in Montevideo, Uruguay. We offer services and solutions to individual clients, corporations, trusts, foundations and private funds. TPA is regulated by the Central Bank of Uruguay. TPA has multiple agreements with several top ranked financial institutions in different jurisdictions, in order for our clients to choose the one that best suits their needs and preferences.* Asset Management Structuring, monitoring, rebalancing and managing investment portfolios in accordance with the client's profile *Investment Advisory We advise our clients on financial markets in all asset classes *Asset Planning Professional advice on tax and inheritance issues with expert counsel *Financial And Pension Planning Determing a financial plan based on capital and liquidity (cash flow) requirements *Family Office Services We offer a wide range of services that guarantee a professional handling of all aspects related to your wealth *Complementary Services Support our clients by offering access to a large network of worldwide financial institutions
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Verified contacts
6
available on Kipplo
LinkedIn employees
11 to 50
headcount range
Open roles
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no listings
Distinct roles
5
indexed titles
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- SM
Stefania Mussio
Gestion De Portafolios Wealth Management Asesoramiento Inversiones · Finance & Accounting
EmailPhone - AV
Agustina Vidal
Auxiliar De Back Office · Operations
EmailPhone - MP
Melisa Patiño
Analista De Cumplimiento Normativo · Finance & Accounting
EmailPhone
Showing 3 of 6 verified contacts
Top roles at The Private Advisors
5 distinct titles indexed · top 5 shown.
- 2analista de cumplimiento normativo
- 1auxiliar de back office
- 1gestion de portafolios wealth management asesoramiento inversiones
- 1junior back office
- 1é ()
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