Take Action now

So you are protected in the future.

Based in Santiago de Chile, our expert financial advisors are always available to help both international and local professionals with their independent financial futures.

Let´s Talk

Take Action now

So you are protected in the future.

Control your financial future, taking action today to build for the future you want tomorrow. Invest smarter and get access to world class funds in tax efficient and secure locations, with the advice of our experienced Wealth Managers.

Based in Santiago de Chile, our expert financial advisors are always available to help both international and local professionals with their independent financial futures.

Based in Santiago de Chile, our expert financial advisors are always available to help both international and local professionals with their independent financial futures.

Let´s Talk

Book a Free Consultation

Our expert financial advisors are always here to assist you.

    Successful Financial Planning

    No matter what your situation, we can advise you with your financial future.

    married couple investments
    • Life Insurance
    • Retirement Planning
    • International Investments
    • Health Insurance
    • International Bank Accounts
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    young proffesional
    • International Savings
    • Investments
    • Health Insurance
    • International Property Investments
    • Bank Accounts
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    happy family
    • Education Planning
    • Retirement Planning
    • Life and Health Insurance
    • International Investments
    • International Property Investments
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    family together
    • Retirement Planning
    • International Investments
    • International Property Investments
    • Inheritance Tax Planning
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    • Estate Planning
    • Wealth Management
    • International Bank Accounts
    • International Property Investments
    • International Investments
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    high net worth
    • Retirement Planning
    • International Investments
    • International Property Investments
    • Inheritance Tax Planning
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    • International Savings
    • Investments
    • Health Insurance
    • International Property Investments
    • Bank Accounts

    Book a Free Consultation

    Young - without dependents

    • Life Insurance
    • Retirement Planning
    • International Investments
    • Health Insurance
    • International Bank Accounts

    Book a Free Consultation

    Married - without children

    • Education Planning
    • Retirement Planning
    • Life and Health Insurance
    • International Investments
    • International Property Investments

    Book a Free Consultation

    Young family

    • Retirement Planning
    • International Investments
    • International Property Investments
    • Inheritance Tax Planning

    Book a Free Consultation

    Older family

    • Estate Planning
    • Wealth Management
    • International Bank Accounts
    • International Property Investments
    • International Investments

    Book a Free Consultation

    High Net Worth

    • International Estate Planning
    • Wealth Management
    • International Bank Accounts
    • International Property Investments
    • International Investments

    Book a Free Consultation

    Ultra High Net Worth

    Our Skilled Team

    We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.
    Michael Cross
    Chief Executive Officer
    Gavin Jacobs
    Chief Operations Officer
    Steven Gillespie
    Managing Director (Latin America)
    Jonathan Haskell
    Senior Partner & Wealth Manager
    See All the Members of Our Team

    Testimonials

    What Our Clients Say

    “I have been a client of CI-Associates for around 15 years. During that time I have moved jobs and locations, so contact with the company has been mainly by email during that time. Despite that, whenever I have had a question or required information, I have received a response, and have never had any unsatisfactory outcomes.
    The frequency and type of contacts with CI-Associates works for me – I don’t feel pressured nor abandoned. Overall I’m very satisfied with the service provided. “

    ★★★★★ 5/5
    Craig McEwan

    “Our recent experience has been very positive.
    Our adviser was prompt, well informed and patient.
    He made no promises he did not keep, always returning calls and explaining and calming anxieties. “

    ★★★★★ 5/5
    Rosemary Mitchell
    “Quedé muy contento con la asesoría de parte de CI Associates, el profesionalismo y las diferentes alternativas de inversión que ofrecen.”
    ★★★★★ 5/5
    Eduardo Malavé

    Effective implementations of your investment strategy

    We are Latam specialists, with over 20+ years of experience helping internationals succeed with their financial planning all over Latin America. We invite you to evaluate our investment options and choose the one that best suits you.

    Your risk profile will determine the proper investment asset allocation for you. All consultations are treated in the strictest confidence between you and your advisor.

    Our intent is to make your dreams and goals come true with a realistic financial plan to achieve, combined with a strategic analysis and operational planning.

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    we guide your finances

    Schedule a free 30 minutes session

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    We guide you

    We assist you in defining and implementing the optimal solutions to fulfill your long-term wealth planning objectives, so you carry on enjoying every day while being secure that your and you family’s future is looked after.

    • We offer you cost-effective, timely, and secure services and solutions.
    • We make planning and investing simple and meaningful for you.
    • We generate trust and value for our clients.
    • We look after your financial future, to give you one less thing to worry
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    Our Process

    process

    Get it Touch

      Book a Free Consultation

        Book a Free Consultation

          Book a Free Consultation

            Book a Free Consultation

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                Book a Free Consultation