Private Banking Latin America 2014,Four Seasons Hotel, Miami, US
New business and innovation for private banks and family offices - Private Banking Latin America 2014

Mr Santiago Ulloa | Founder & Managing Partner
WE Family Offices

Mr Santiago Ulloa, Founder & Managing Partner, WE Family Offices

Founder and Managing Partner, Santiago Ulloa is responsible for the firm’s overall international business strategy. Mr. Ulloa founded the firm in 2000, then called TBK Investments, to counsel and advise high net worth families from around the world. In August of 2007, TBK joined forces with GenSpring Family Offices and he served as president of GenSpring Family Offices International. In January 2013, the firm once again became independent as WE Family Offices.
Prior to TBK, Mr. Ulloa was with BBVA, Banco Bilbao Vizcaya, where he lead Private Banking for all of Latin America as well as product development and regional distribution for the Americas. He was an active member of the Council Board of Banco Provincial Overseas in Curazao (BBVA Group) and of the “BBVA American Fund Managers Limited” (BBVA’s asset management firm). Previously, he was with Argentaria in Argentina and was a member of the Directive Council of Banco Exterior of Argentina. Formerly, he was with Banco Banif de Gestion Privada (BSCH Group) in Spain, where he was part of the international team managing private banking assets abroad and international clients within Spain.
He attended the Universidad Complutense achieving an advanced degree in International Economics and he completed the Advanced Executive MBA Program at IESE in Barcelona, Spain. Mr. Ulloa is a frequent guest speaker on CNN Espanol and he is a regular contributor to financial magazines such as Dinero, America Economia, Semana Economica, Poder, and other business publications.
For two consecutive years, he was ranked by Barron’s as one of the Top 20 Independent Financial Advisors in the United States and named by Poder Magazine in 2010 as one of the 25 Most Influential Hispanics in the United States.

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Appearances coming up:

Day 2


@ 11.00
Panel: How can the modern investor develop the optimal portfolio to invest in the Americas

·          Do private banks and family offices need to change the way they look at asset allocation and portfolio construction?
·          What are the benefits of liquid alternative investment strategies with a low correlation to mainstream market returns?
·          Selecting funds vs. co-investments vs. direct investments
·          Should the modern wealth advisor leapfrog investment services?

sponsors
Title Sponsor
Sun Life Financial International at Private Banking Latin America 2014
Cocktail Sponsor
Greenberg Traurig at Private Banking Latin America 2014
Gold Sponsor
Pershing at Private Banking Latin America 2014
Gold Sponsor
BNY Mellon Wealth Management at Private Banking Latin America 2014
Silver Sponsor
American Regional Center Group at Private Banking Latin America 2014
Silver Sponsor
LCR Capital Partners at Private Banking Latin America 2014
Silver Sponsor
Schroders at Private Banking Latin America 2014
Bronze Sponsor
Bancoldex at Private Banking Latin America 2014
Associate Sponsor
Lloyd Jones Capital at Private Banking Latin America 2014
Associate Sponsor
International Planning Group at Private Banking Latin America 2014
Other
Deep Data at Private Banking Latin America 2014
Exhibitor
Zonamerica S.A. at Private Banking Latin America 2014
Exhibitor
CircleBack Lending, Inc. at Private Banking Latin America 2014
co-located with
  • Americas Family Office Forum 2014