Wealth Management

We advise individuals, families, corporations and foundations in the organization and management of their assets and liabilities. We put at their disposal our extensive experience in asset management and corporate finance. Our value proposition is simple: total alignment with the objectives of our clients, total transparency in our incentives and a systematic and rigorous process. We do not offer our own investment products, because we believe that independence allows us to build long-term relationships of trust.

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What we believe in

Clear and explicit objectives

We help our clients to define and formalize their financial objectives

Investment Policy

We propose a long-term investment policy consistent with the specific objectives of each client. We believe in the importance of considering the particularities of each case to meet these objectives.

Implementation

We adapt to the needs of each client. We organize, consolidate and complement the relationships of each client with the different counterparties: brokers, asset managers, banks, legal and accounting advisors, etc.

Monitoring

We systematically monitor the markets and portfolios of our clients, helping them to make out signal from noise, and maintain the necessary discipline to meet their objectives.

Capabilities

Our team has extensive experience in the articulation and management of global investment processes, with emphasis on strategic and tactical allocation of global assets, selection of managers and illiquid asset programs. We have the flexibility and experience to work with local or foreign counterparts, according to the needs and objectives of our clients

Code of proffesional conduct

Four Trees Wealth Advisory adheres to the CFA Institute’s “Code of Ethics and Standards of Professional Conduct”.

Since its inception in the 1960s, the Code and Standards have promoted the integrity of CFA Institute members and have served as a model for evaluating the ethical conduct of investment professionals worldwide, regardless of job function, cultural differences, or local laws and regulations.

 

In summary, the code obliges those who adhere to it to:

  • Act with integrity, competence, diligence, respect and in an ethical manner with the public, clients, prospective clients, employers, employees, colleagues in the investment profession, and other participants in the global capital markets.

  • Place the integrity of the investment profession and the interests of clients above their own personal interests.

  • Use reasonable care and exercise independent professional judgment when conducting investment analysis, making investment recommendations, taking investment actions, and engaging in other professional activities.

  • Practice and encourage others to practice in a professional and ethical manner that will reflect credit on themselves and the profession.

  • Promote the integrity and viability of the global capital markets for the ultimate benefit of society.

Maintain and improve their professional competence and strive to maintain and imp prove the competence of other investment professionals.Four Trees Wealth Advisory full code of conduct can be found  here

Declaración Four Trees Asesoría y Gestión Patrimonial Limitad

Four Trees Asesoría y Gestión Patrimonial Limitada en su calidad de Asesor de Inversión, de
acuerdo con lo dispuesto en la Ley 21.521, y de conformidad con lo indicado en la sección
III. A. de la Norma de Carácter General Nº 502 emitida por la Comisión para el Mercado
Financiero, declara que, en la prestación de sus servicios, cobra comisiones fijas y variables
a sus clientes.

Nuestro modelo de asesoría consiste en emitir recomendaciones a partir de un análisis técnico
de los diversos antecedentes e información relacionada con la situación patrimonial y los
objetivos específicos del cliente, así como de los riesgos asociados al instrumento respectivo.
Este análisis es el resultado de un proceso informado y basado en la experiencia y el
conocimiento experto de nuestros profesionales.

No existen conflictos de interés que emanen de nuestro modelo de negocios o fuente de
ingresos. Nuestros profesionales están obligados a informar previamente al cliente sobre el
funcionamiento de nuestro modelo de negocios y las comisiones asociadas a la prestación de
los servicios. En caso de surgir un potencial conflicto de interés, esta circunstancia será
comunicada al cliente de manera inmediata para resolverla lo antes posible.
No difundimos precios objetivos ni recomendaciones para comprar, enajenar o mantener
valores, instrumentos financieros ni proyectos de inversión a personas indeterminadas.

Registration and regulation

Four Trees Wealth Advisory is regulated in Chile by the  CMF

Offices
New York Office
99 Wall Street, #4170
Oficinas
New York, NY 10005, USA

 

Oficinas
Madrid Office
C/ Castelló nº41
1ºB
CP: 28001 Madrid, Spain

Oficinas
Santiago Office
Américo Vespucio Norte 2700
Office 901, Vitacura
Santiago de Chile