About Us

Learn about our story

Our Story

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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Our Philosophy

As our client, you are the one and only priority. Our advisors are dedicated to providing an unparalleled service that puts you, your needs and your ambitions at the forefront of every stage of decision-making.

 

Our common aim is to secure a prosperous future for you and your family. By combining our expertise with a personalised approach to your finances, we can help you to achieve your goals.

Our Commitment

We are committed to developing lifelong relationships with our clients – ones based on integrity, trust and a clear understanding of your personal circumstances. We believe this is the key to successful financial planning.

 

We work exclusively for and with our clients and so all consultations are treated in the strictest confidence between you and your advisor. As our client, you can count on us to keep to our commitment.

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