LatAm advice market bolstered by distribution partnership

Deal to ‘enhance’ product, service and support offering to advisers and clients in the region

|

Investors Trust has partnered with wealth management solutions provider Aiva in Latin America.

The deal will provide products, services and support to financial advisers and clients in the region.

By joining forces, the two companies plan to use their respective expertise to collaborate and offer a better service to advisers in LatAm.

“This is an important milestone in our efforts to use our combined professional experiences to collectively grow and reach new heights in terms of service and distribution,” said Ariel Amigo, chief marketing officer and head of global distribution at Investors Trust.

Elizabeth Rey, chief executive of Aiva, said the partnership will “leverage the complementary strengths” between the two companies, which will “enhance” the value proposition to advisers and clients.

Aiva is a company, which specialises in wealth management solutions for high net worth clients in Latin America and the Caribbean.

Investors Trust is the global brand representing the ITA Group, which is an international group of insurance companies. It has bases in Cayman Islands, Malaysia and Puerto Rico, which was opened in February 2019.

MORE ARTICLES ON