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.

    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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    Effective 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.

    Comprehensive Financial Services Tailored to You

    Wealth Management

    Honest advice you need to ensure that your finances are kept safe and accessible, whilst being allowed to grow freely.

    Retirement Planning

    Saving for your retirement is perhaps the most important step on the way to long-term financial security.

    Investment Planning

    A robust investment strategy that will continue to suit you and your objectives in the long run.

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    Property Investments

    Our property service is designed to help you take advantage of one of the most robust and adaptable investment assets available today.

    Insurance

    Discover how our trustworthy insurance services can protect your assets and the long-term wellness of you and your family.

    Education Planning

    Your children deserve the very best educational opportunities. Start planning for your children’s long-term future.

    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.

    What Our Clients Say

    google business reviews
    4.9/5
    trust pilot
    4.9/5
    Caterina y Marc assisted me in every step of the process. Always attentive and providing the right advice and assistance. So far everything goes well... thanks!
    jose
    Daniel de Vinatea
    Client
    4.9/5
    A lot of commitment from the work team, always willing to help at different stages of the process. I recommend it
    Nicolai Jochamowitz
    Client
    4.9/5
    Steve Gillespie has been working with me on my investments in the Hansard account for the past year and a half...
    pradeep
    Pradeep Narasimhan
    Client
    4.9/5
    Very happy with both the initial approach from CI-Associates and the ongoing relationship with my adviser Luke Abbott...
    Gordon Wells
    Client
    4.9/5
    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.
    Jose Lopez
    Client
    4.9/5

    Meet Our Team

    CI-Associates offers a comprehensive suite of financial services to cater to your diverse needs:
    michael-cross
    Michael Cross

    Chairman of the board of Directors

    Gavin Jacobs
    Gavin Jacobs

    Chief Executive Officer

    Steven Gillespie

    Chief Operating Officer

    Jonathan Haskell
    Jonathan Haskell

    Senior Partner & Wealth Manager

    Ready to turn your financial goals into a reality?

    Schedule a free consultation.

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