Who we are

We are a fully-licensed and registered boutique Investment Advisor, based in Miami, USA, that provides a unique service model tailored for institutions and ultra-high net worth individuals seeking management of both liquid and illiquid assets.

Our objective is to provide comprehensive global financial solutions for our clients.

Values


We seek first to understand our client, then create innovative solutions based on time-honored values that yield superb results.

  • Holistic planning
  • Transparent communication
  • Long-term relationships
  • Consistent risk-management
  • Disciplined decision making
  • Continual monitoring & accessibility

Approach


Value Proposition

Provide a truly global solution to wealth management, seeking efficiencies and cost-reduction via an independent, fully-licensed & multi-jurisdictional platform.

Mission

Obtain consistent returns across diversified asset classes, aligned with the desired risk tolerance of each client.

Opportunity

In our view, the wealth management industry lacks cost-efficient and full-service options for international and off-shore investment management.

  • The most obvious solutions are both expensive and complex, and at the same time insufficient.
  • New regulation and strict compliance requirements limit the agility of large financial institutions.
  • Interests are not well aligned between banks and investors.
  • Holistic portfolio consolidation is limited.
  • Global asset allocation usually lacks strategic big-picture planning.

Solution

Use the right platform

The multi-jurisdictional licenses and execution capabilities of our affiliates yield more control over international allocations without having to pay the high prices typical of private banks, while maintaining custody at the most secure and reputable institutions.


Symbiotic relationships

We aim to create win-win solutions for all parties since we recognize that looking out for the well-being of our clients coincides with our strategic goals.


Make strategic alliances

In order to provide the most cost-efficient, legally-compliant solutions possible, we work alongside world-class third parties to provide the right expertise in each service category and geographic region.


Deliver better results

Our group, together with local investment managers and our global partnerships, supply compelling alternatives to traditional global wealth management services.


Our Team

Our team consists of professionals with extensive experience in private banking, financial and capital markets in USA and abroad.

Among the partners who make up the executive committee of Belvedere, we highlight the experience in various strategic positions in large institutions in USA and abroad, such as Merrill Lynch, Morgan Stanley, UBS, BBM, Safra, and Caixa Geral de Depositos.

For more details on our team, please contact us.

Lines of Business

Wealth Management


We engineer portfolios exclusively tailored for each client.

Belvedere provides pro-active private wealth management services with the depth and breadth of resources of a large, full service firm by leveraging our relationships with leading financial institutions, research firms, and top-tier service providers to design solutions and strategies tailored to our client’s unique financial needs.

Our highly capable team of advisors is responsible for:

  • Providing financial solutions, based on a thorough analysis of both personal and financial needs, continuously taking into account each clients risk tolerance.
  • Defining and implementing a global investment strategy, taking into account their immediate and long-term goals.
  • Continual analysis of investment decisions while providing accessible support to our clients.
  • Consolidation of both liquid and illiquid assets across various jurisdictions being held at different financial institutions.
  • Ensuring that clients are well-informed of relevant markets occurrences by providing ongoing communication and research.

Capital Advisory


We provide financial advice to our clients in order to help achieve their long-term business aspirations.

Some of our areas of expertise include:

  • Strategic Business Consulting
  • Mergers and Acquisitions
  • Divestments
  • Capital Raising
  • Structuring debt instruments
  • Structured Garantee

Main Expertise:

  • Real Estate
  • Credit
  • Energy
  • Mining
  • Health Care
  • Technology

Contact

+1 (786) 212 1032

1395 Brickell Blvd • Suite 1000 • Miami, FL • 33131