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.
We seek first to understand our client, then create innovative solutions based on time-honored values that yield superb results.
Provide a truly global solution to wealth management, seeking efficiencies and cost-reduction via an independent, fully-licensed & multi-jurisdictional platform.
Obtain consistent returns across diversified asset classes, aligned with the desired risk tolerance of each client.
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.
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.
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.
Our group, together with local investment managers and our global partnerships, supply compelling alternatives to traditional global wealth management services.
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.
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:
Some of our areas of expertise include:
+1 (786) 212 1032
1395 Brickell Blvd • Suite 1000 • Miami, FL • 33131