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
Armando Fandós
Director Wealth Management
