Wealth Management Home

About Us

We have a team with global reach that knows the world of investments and will accompany you in your growth and that of your family. Our goal is to build relationships of trust that allow us to be not only your investment bank, but your financial partner for life.

icono activos administrados.svg

USD 15.6 BN in AUMs of Private Banking clients(1)

USD 2.2 BN in AUMs through US platform (1)

We have the backing of Grupo Credicorp, one of the largest financial groups in the region, with more than 135 years of experience:

	USD 41.58 Billions in assets under management (2)
	950 Forbes Global Ranking 2022(3)
	USD 1,311.8 Millions of net profit* (4)
	USD 11.9 Billions in Market capitalization(5)
	37,076 employees between Chile, Colombia, Peru, Panama and the United States. (2)

Source: (1) Credicorp a dic 2023 / (2) 2023 Credicorp Annual and Sustainability Report/ (3)www.forbes.com – may 2023 /(4) Information as of December 2023/ (5) Bloomberg

Value Offer

For each product and service, we work with a consolidated vision where our clients have support and access to specialists at the regional level

WEB US VALUE OFFER.png

Multiplatform Service

We offer you access to multiple platforms for an adequate diversification in the comprehensive, agile and efficient management of assets

WEB EEUU (INGLES).png

Products and Services

Stuctural Portfolio (Core)

Core-Satellite Strategy: Portfolio Structuring Solution and Investment Approaches

Structural Portfolio (Core)

Exposure to the market through strategic diversification according to the client's risk profile

Structural Portfolio.png

Tactical Portfolio (Satellite)

Capture some specific units / investment tactics to obtain superior returns to the market in the short term. There may be deviations in relation to the strategic distribution of the portfolio.

Wealth Planning

Design and advice to implement wealth planning solutions tailored to your needs.

We work to structure your heritage, while preserving it to transfer it to the next generations.

wealth planning.png

Financial Planning

Comprehensive personalized advice aimed at helping you achieve your financial goals at each stage of your life.

finnacial planning.png

Vicctus

At Vicctus we specialize in the comprehensive management and preservation of your family's global heritage. With the expertise and dedication of a multidisciplinary team, we are committed to the life goals of your family to preserve their legacy for future generations.

Advice and investment management tailored to your needs: through discretionary mandates and investment advice (liquid assets> $ 10M).

Consolidation: view multi-bank assets in a direct and consolidated way.

Your assets more efficient thanks to the independence, institutional framework and worldwide support in our management

VICCTUS 2.png

Problems that can be avoided with the Multi-bank Platform