BlackTORO Global Wealth Management and SORO Wealth announced this Wednesday a strategic alliance to jointly offer comprehensive investment and wealth management solutions to Mexican individuals and families.
SORO Wealth, based in Monterrey, “is defined by its excellence and innovation in providing wealth management advice to Mexican individuals and families, including corporate legal services, family governance definition, and legal advice on private equity and venture capital structures and transactions,” according to the statement accessed by Funds Society.
“This agreement marks an important step in our efforts to provide high-quality, value-added services to our clients in Latin America. The combination of our strengths will enable us to offer differentiated and long-term investment solutions to Mexican investors from the U.S.,” said Gabriel Ruiz, partner and president of BlackTORO.
BlackTORO has fiduciary responsibility and aims to provide independent, globally aligned investment advice that meets the high standards sought by Latin American individuals and families when investing their wealth. Their personalized services include investment portfolio advice and management and access to leading U.S. financial entities for custody and execution, with preferential conditions and costs, according to the firm’s statement.
The BlackTORO team has an “extensive track record in the financial industry, bringing essential experience and knowledge to the success of this strategic alliance,” the statement adds.
“This alliance will allow us to cross our borders and provide comprehensive and efficient wealth management services to our clients,” commented Mario Sosa, partner of SORO Wealth.
