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Peruvian wealth services platform Zest strengthens its position in Latin America with new branch Uruguay.
The official introduction of this expansion pack and the strategic alliance with XP Investimentos are on B2BXPERIENCE Montevideoan event held at the Radisson Blu Hotel in the Uruguayan capital, attended by the most important bankers and family offices from Peru, Chile, Colombia, Argentina and Uruguay.
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The event was attended by the founder of XP Investimentos; Guilherme BenchimoreTells his story and success story, highlighting his growth from a small Brazilian company to a Brazilian-listed investment giant with over $200 billion in assets under management Nasdaq The stock code is “XP”.
The alliance between Zest and XP is committed to democratizing access to capital markets for investors and financial advisors in the Spanish-speaking region. “arm” XP’s position in these markets provides an advanced technology platform that facilitates investment management and the relationship between advisors and clients.
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“Our Zest Powered by XP platform will enable financial advisors to focus fully on their clients and provide personalized, technologically advanced investment solutions””, says María Noel Hernández, Director of Wealth Services at Zest in Montevideo.
The official presentation of this expansion pack and the strategic alliance with XP Investimentos took place during B2BXPERIENCE in Montevideo. (Photo: Diffusion)
enthusiasmNow powered by the XP platform, it will offer open architecture private banking services focused on technology, financial education and superior value proposition.
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José de la Colina, general manager of Zest, said the expansion, along with the alliance signed with XP in early May, underscores the company’s ambition to become a leader in investment advisory services.
The company plans to expand by opening branches in Uruguay, Chile and Colombia with the support of XP Wealth Services US. “Our goal is to reach $5 billion in assets in the next three years.”he pointed out.
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