Afitrading
Independent open-architecture multi family office in Concepción, Chile, advising families, entrepreneurs and investors on investments and wealth planning since 1997.
Identity
- HEADQUARTERS
- Concepción, Chile
- FOUNDED
- 1997
- OUTSIDE CAPITAL
- Yes — also manages others' money
Overview
Afitrading is an independent multi family office based in Concepción, Chile, working with families, entrepreneurs and investors since 1997 as an alternative to private banking. It provides investment management and advice, wealth and retirement planning, tax orientation and risk protection, including a service for doctors (AfiMedics). It uses open architecture with an investment committee and does not receive or hold client money; investments are held at third-party institutions.
People
Frequently asked questions
Afitrading is a multi family office based in Concepción, Chile, founded in 1997.
Afitrading does not publicly state whether it puts its own money into companies or invests through funds.
Key people at Afitrading include Cristian Muñoz Ungerer (Founding Partner), Eduardo Jerez Sanhueza (Commercial Manager), Felipe Durán Mena (Operations Manager) and Matías Ruiz Córdova (Banker).
Yes. Afitrading manages capital from outside investors.