The value of being independent
A tool specifically created for Independent Financial Advisors.
Powered by LATAM ConsultUs
Previous slide
Next slide

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.

LCU slider color 4

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


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.

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.

Miami 2023 & Beyond

This is a meeting of Financial Advisors based in the United States dedicated to the Offshore business. We propose 2 half-days of work away from the office to focus exclusively on macro market issues, analyzing opportunities, evaluating risks and learning about new investment trends. An instance of permanent education that aims at the professional growth of the Advisor and the development of their business, in a responsible manner.


Alternative assets constitute a very wide range of liquid, semi-liquid and non-liquid investment products, which add to the product offering for retail private banking in the region. At LATAM ConsultUs we promote continuing education, which is essential in the professionalization process of the independent Financial Advisor.

A tool specifically created for Independent Financial Advisors

Play Video
LCU pc mockup web

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.


Select your contact reason, leave us your message and we will contact you as soon as possible.

Free Zone office