The value of being independent
A tool specifically created for Independent Financial Advisors.
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Thematic Guide 2021
Specifically created for Independent Financial Advisors

Our company

We are an independent consulting firm specialized in global financial markets. We help Independent Financial Advisors, Multi-family Offices, Private Banks, Stockbrokers and RIAs in growing their business. Our services are recognized for being adaptable, agile, flexible and customized.

With over 25 years of industry experience, we are skilled at understanding the needs of Advisors and their clients.

To improve the quality of life of independent financial advisors and their clients, through creative, innovative and self-sustainable proposals that add value to the advisory and wealth management process.

To create tools that help our clients in the decision-making process. To collaborate with a sustainable growth of the business in an efficient and professional manner.

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What we do

We improve the asset management task and we enhance the value of your portfolio

We increase the advisor's time efficiency and reduce costs

We speak the same language

We offer an efficient solution aligned with the independent advisor’s philosophy and with their clients’ investment objectives.

Service commitment

We have a dedicated team of Senior Strategists and Analysts with extensive industry experience available to you 24/7, 365 days a year.

Independent and without conflict of interest

Our due diligence process is transparent and adapted to the industry’s new requirements and regulatory frameworks.

100% focused

Our Analysts dedicate more than 6,500 hours a year to market research and cover 2,760 different products.

Our team

Verónica Rey

Executive Director

María Camacho

Strategy Director

Santiago De Haedo, CFA

Senior Consultant

Pablo Machado, MSc.

Senior Analyst


Latam Essentials

The ESSENTIALS represent the big investment themes of 2021. Our analysts interview leading industry professionals to review the fundamentals that support the different investment ideas. All trade ideas were previously subjected to a thorough, independent and objective screening and due diligence process.

WIF / Women in Finance

Women are a key link in the wealth management industry's value chain. Since 2018 WIF is the meeting place for women in the industry in Latin America and Rio de la Plata. A space to discover, grow, have fun and learn.

Best in Class Series

In the midst of the pandemic and lockdown, we set out to find a new way to be together and share our best ideas with the Latin American community of wealth management industry professionals. Through live programs, we reviewed the investment products that qualify as Best in Class, according to LATAM ConsultUs' DD.

Kick off Punta del Este

Our annual conference brings together the region's leading independent financial advisors and the most renowned and prestigious global product and solution providers.

A tool specifically created for Independent Financial Advisors

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Thematic Guide 2021


Specifically created for Independent Financial Advisors

Following our due diligence process, we selected the strategies that provide a comparative advantage in the new economy framework. Our commitment is to provide an objective and independent analysis that adds value to your business, while protecting your clients’ best interests.


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Free Zone Office

Montevideo Office