Bespoke Financial
Solutions

Our dedicated team of financial experts is committed to provide services that are custom-tailored to meet your unique needs.

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Why Do You Need Financial Advice?

Embarking on a successful financial journey requires more than just good intentions. It demands a strategic plan tailored to your unique goals and circumstances. That’s where expert financial advice comes into play.
  • Personalized Solutions: Tailored financial strategies designed just for you.
  • Smart Investments: We provide insights and guidance to help you make informed decisions that maximize your returns.
  • Optimized Savings: From short-term goals to long-term dreams, we help you optimize your savings to meet your objectives, whether it’s buying a home, funding education, or planning for retirement.
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Planning

Why Choose
CI-Associates?

Since 1998, CI-Associates have pioneered the delivery of a wide range of financial solutions for individuals and businesses across Latin America and the world. From our origins in Santiago de Chile, we have grown to become a truly international firm with an exceptional reputation for client service. Built around our team of experienced international financial advisors, the service we provide is unrivalled in its flexibility. Our boutique methodology enables us to implement wealth management and investment strategies that evolve according to our clients’ ever-changing needs.
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Comprehensive Financial Services Tailored to You

Wealth Management

Honest advice you need to ensure that your finances are kept safe and accessible, whilst being allowed to grow freely.

Retirement Planning

Saving for your retirement is perhaps the most important step on the way to long-term financial security.

Investment Planning

A robust investment strategy that will continue to suit you and your objectives in the long run.

property-investments-panama
Property Investments

Our property service is designed to help you take advantage of one of the most robust and adaptable investment assets available today.

Protection Services

Discover how our trustworthy insurance services can protect your assets and the long-term wellness of you and your family.

Education Planning

Your children deserve the very best educational opportunities. Start planning for your children’s long-term future.

What Our Clients Say

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Google Reviews
trustpilot
TrustPilot
As someone who's entrusted their financial future to CI Associates, I can't speak highly enough of the exceptional service provided by Jonathan Haskell..
s
Sergio Thomas
Client
Rated 4.9 out of 5
A lot of commitment from the work team, always willing to help at different stages of the process. I recommend it...
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Nicolai Jochamowitz
Client
Rated 4.9 out of 5
Steve Gillespie has been working with me on my investments in the Hansard account for the past year and a half...
Pradeep Narasimhan
Client
Rated 4.9 out of 5
Caterina y Marc assisted me in every step of the process. Always attentive and providing the right advice and assistance. So far everything goes well... thanks!
d
Daniel de Vinatea
Client
Rated 4.9 out of 5
CI-Associates are our go-to for financial and retirement planning. If you`re thinking about going, please make sure you ask for Vicente Rodriguez.
Jose Lopez
Client
Rated 4.9 out of 5

Start your journey to financial success

Discover how our personalized services can help you achieve your financial goals

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Meet Our Team

CI-Associates offers a comprehensive suite of financial services to cater to your diverse needs:
Michael Cross
Michael Cross

Chairman of the board of Directors

Gavin Jacobs
Gavin Jacobs

Chief Executive Officer

Steven Gillespie
Steven Gillespie

Chief Operating Officer

jonathan haskell
Jonathan Haskell

Senior Partner & Wealth Manager

View all the Members of Our Team

Our Fund Managers

rl-360
blackrock
fidelity
bny
ishares
insigneo

Ready to turn your financial goals into a reality?

Schedule a free consultation.

Frequently Asked Questions

CI-Associates answers your most common financial queries.

Being a registered and licensed entity in Chile and Panama ensures that CI-Associates operates under strict regulatory frameworks. This commitment to compliance and professionalism provides our clients with confidence, security, and peace of mind in their financial dealings.
CI-Associates specializes in comprehensive retirement planning. We analyze your current financial situation, project future needs, and create a customized plan to ensure a comfortable and secure retirement.
Our advisors conduct thorough risk assessments to understand your comfort level and financial objectives. By employing modern risk management strategies, we tailor investment portfolios to match your individual risk profile.
The minimum investment amount varies based on your financial goals and the type of investment. CI-Associates works with clients to determine an investment strategy that aligns with their objectives, considering factors such as risk tolerance and time horizon.