Performance oriented, targeted risk management.

Ballestas Group provides a comprehensive solution in private wealth management, we help you organize and make your wealth profitable, maximizing value through risk management.

INVESTMENT MANAGEMENT

We protect your capital by generating attractive returns and managing your risk.

ASSET AND WEALTH PLANNING

Desde 1987, hemos otorgado soluciones de gestión patrimonial y hemos guiado a nuestros clientes para tomar decisiones financieras fundamentadas; generando un impacto significativo en sus vidas Somos una firma independiente de administración de patrimonio que brinda servicios a clientes de inversión en Colombia, México, España y Estados Unidos. Nuestro objetivo es aprovechar las oportunidades del mercado y al mismo tiempo administrar la exposición de nuestros clientes al riesgo de inversión. Además de la gestión de sus necesidades de liquidez y objetivos financieros.

RELATIONSHIP MANAGEMENT

Te ofrecemos una red de profesionales que incluye abogados, fiscalistas/ contadores, agentes inmobiliarios, fideicomitentes y más.

BALLESTAS GROUP

Since 1987 we have provided wealth management solutions, generating a significant impact in the lives of our clients and guiding them to make informed financial decisions.

Our goal is to have long-term relationships with you and your family for generations.

WHY BALLETAS GROUP?

We are not the same, we are better.

INSTITUTIONAL SUPPORT

We are backed by consolidated financial institutions worldwide.

OPEN PLATFORM

Capacity that equals and exceeds most firms in the US.

HIGHER VALUE

Lower commissions and costs, greater price transparency

NOSOTROS

El mejor equipo a tú disposición

ANDRES BALLESTAS CIMA®

Managing partner

Andres Ballestas is the founder and Managing Partner of Grupo Ballestas. Mr. Ballestas leads a group of highly qualified specialists focused on wealth management and advisory services to high net worth families and "Family Offices" located in Latin America and Europe.

FELIPE BALLESTAS

Managing Director

Felipe Ballestas is the Managing Director of Grupo Ballestas. Before joining Grupo Ballestas, Felipe worked at Merrill Lynch for 22 years in the position of Senior Vice President advising high net worth families. He was a member of the Merrill Lynch Circle of Excellence.

FELIPE JARAMILLO CFA®

Portfolio manager

Specialist in portfolio management, the analysis of different financial assets together with the development, implementation and maintenance of the clients' investment policy. She holds the Chartered Financial Analyst (CFA) designation.

JORGE PEÑA

Client associate

Expert in operations and Customer Service. Business administrator with specialization in Human Resources.

en_USEnglish