Vontobel Swiss Financial Advisors (Vontobel SFA) has appointed Arturo Castelo and Silvia Ales as Senior Relationship Managers to support Latin American investors with diversified wealth management solutions.
With nearly 40 years of combined experience in the financial services industry, Arturo Castelo and Silvia Ales will be responsible for strengthening client relationships and ensuring high-quality service standards. Arturo will focus on investors primarily in Mexico, and Silvia will cover Central America and Colombia.
Arturo joins Vontobel SFA from B. Riley Wealth Management, where he was a financial advisor focused on systematic and ESG equity investing. Previously, he held senior roles at Morgan Stanley Wealth Management and UBS.
Silvia brings more than 17 years of experience from Citi Private Bank’s Latin America Region in Miami, where she held various roles working with ultra-high-net-worth investors in Central and South America.
“As we look forward to building on our offering for Latin American clients, Arturo’s and Silvia’s client-oriented skillset across asset classes will be instrumental in deepening our relationships and meeting clients’ investment goals,” said Victor Cuenca, Head of Vontobel SFA Miami Branch. “We are committed to helping clients diversity their wealth globally with quality solutions, and these appointments support our advancement of these efforts in-line with the needs of our clients.”
Vontobel SFA offers US and Latin American investors tailored solutions, centered on diversification through a variety of jurisdictions, geographic areas and currencies. Vontobel SFA is headquartered in Zurich, with offices in Geneva, New York and Miami. Vontobel SFA is the largest Swiss-domiciled wealth manager for US clients seeking an account in Switzerland for diversification purposes.
