The new office will accommodate a group of qualified wealth management practitioners, led by Mario Fernandez. He has over 20 years of financial services experience and knowledge in providing wealth advisory services to international families.
Mr Fernandez will be supported by a team that comprises of Alexandra Rumie, Jeanette Barker, Henry De Valle and Maria Luisa De Jesus. It will focus on providing family wealth services, portfolio and risk management, estate planning and wealth structuring.
The new office will work closely with EFG Capital’s main office in Miami. With this new office it increases the total number of employees in the US to 145.
Victor Echevarria, chairman of EFG Capital: “EFG Capital continues to move forward in the Americas, based on a strong appeal to international clients seeking innovative solutions with a global outlook. Our objective is to extend our presence by attracting teams and individual professionals with a proven track record, and this is well illustrated by our new office in Key Biscayne.”
Mario Fernandez, director of Key Biscayne at EFG Capital, said: “Effectively managing family wealth is a complex and multifaceted undertaking that requires extensive technical expertise coupled with relationship skills. Our team has been based in Key Biscayne for almost a decade, helping families optimise their wealth and serving their interests as well as those of future generations.”
