Reach Your Financial Goals

Whether you’re an international or local professional in Chile, we are here to help you achieve your financial goals. Contact us today to learn more about how we can help you control your financial future.

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    Who We Are

    Since 1998, CI-Associates have pioneered the delivery of a wide range of financial solutions for individuals and businesses across Latin America and the world. From our origins in Santiago de Chile, we have grown to become a truly international firm with an exceptional reputation for client service. Built around our team of experienced international financial advisors, the service we provide is unrivalled in its flexibility. Our boutique methodology enables us to implement wealth management and investment strategies that evolve according to our clients’ ever-changing needs.

    Whether you're an international or local professional, we're here to help you achieve your financial goals. Contact us today to learn more about how we can help you control your financial future.

    michael-cross
    Michael Cross

    Chief Executive Officer

    Gavin Jacobs

    Chief Operations Officer

    Steven Gillespie

    Managing Director (Latin America)

    Jonathan Haskell

    Senior Partner & Wealth Manager

    Our Strategic Alliances

    What Our Clients Say

    truspilot
    “I have been a client of CI Associates for a few years now, and I am extremely pleased with their services. The team at CI Associates has been highly responsible and efficient in handling all my administrative needs. Their attention to detail and prompt responses have exceeded my expectations. I would like to express my sincere appreciation to Caterina Ingrande, their administrative assistant, for her exceptional support. Her professionalism and dedication have made my experience even better. I am grateful to be a client of CI Associates, and I look forward to continuing our partnership for many years to come.”
    5/5
    Bill Gaize
    “Ci Associates has been very thorough in explaining to me my options as a foreign executive in Chile, through helping me get set up with the chosen investment options and the corresponding necessary local procedures. Highly recommended for any foreign executives relocating to Chile.”
    5/5
    Leonardo de Almeida
    “CI-Associates are our go-to for financial and retirement planning. If you`re thinking about going, please make sure you ask for Vicente Rodriguez.”
    5/5
    Jose Lopez
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    AFP & APV

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          Get it Touch

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