Who we are?

Zubi Wealth management is a Multi Family Office that serves clients who want their investments to contribute to a more sustainable and inclusive world.

We develop and manage custom investment strategies designed to achieve targeted environmental and social impact aligned with our clients goals and interests without sacrificing financial performance.

Our approach is distinguished by the depth and rigor of our due diligence, and by the integration of our thematic research work into that process.

What we do?

  • We get to know your passions and priorities
  • We help align your investments with your Missions
  • We provide 360 advisory services
  • We focus in sustainable and impact investing

Our clients

Family Offices & Individuals
Foundations & Endowments
Multi Family Offices & Other Investment Advisors
Other Asset Owners

Our Services

Global Family Office

  • Multigenerational Tax,Trust & Estate Planning
  • Family Legacy & Governance
  • Investment Advisory
  • Proprietary Investments
  • Philanthropy
  • Training and Education

Strategic Advisory

  • Investment Banking expertise for Global Family Office clients
  • M&A
  • Transaction Structuring
  • Capital Market Advisory

Investment Management

  • Financial Planning
  • Active asset class strategies across fundamental, systematic, and thematic approach
  • Intellectual capital built from pioneering equity investing and ESG-integrated research to create value and catalyze positive change
  • Open architecture, customized investments across all asset classes
  • Measurement and monitoring of impact and sustainability KPIs

Our team

Multidisciplinary team with extensive complementary experience in Wealth Management 

Ignacio Perea
Investment Director Wealth Management
ZUBI WEALTH MANAGEMENT
Armando Fandós
Director Wealth Management
ZUBI WEALTH MANAGEMENT