Bordier & Cie announced today the acquisition of a majority stake in Helvetia Advisors S.A., based in Montevideo Uruguay. Grégoire Bordier, Senior Partner of Bordier & Cie says: “We have been present in Uruguay for many years and this acquisition confirms our commitment to the region and our interest to grow in Latin America’s Southern Cone, a region with great potential in terms of wealth management business”.
Helvetia Advisors S.A. is an investment advisor regulated by the Central Bank of Uruguay, which was founded by its current shareholders in 2010. Helvetia Advisors S.A. provides investment advice to private clients in the Southern Cone region. The team consists of 3 senior bankers plus support staff with extensive experience in wealth management.
Daia Feigenwinter, Head Latam & Iberia at Bordier & Cie: “We are excited to welcome Helvetia Advisors’ team and their clients to Bordier & Cie and look forward to serving and growing our client franchise together. We consider it of strategic importance being physically close to our client base while offering an independent open architecture product platform through multiple digital channels. With almost 175 years of experience in wealth management, we are certain Helvetia Advisors’ clients will greatly benefit from our global expertise. »
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