Wealth Management Powerhouse Americana Partners Launches International Division
June 25 2024 - 9:30AM
Business Wire
Americana International to Provide Family
Office Services to Ultra-High-Net-Worth in Latin
America
Veteran Wealth Executive Jorge
Suárez-Vélez at the Helm as CEO and Founding Partner of the
International Division
Americana Partners, an independent registered investment advisor
(RIA) with over $7 billion in assets under management, today
announced its expansion into the Latin American market with the
launch of Americana Partners International, dedicated to providing
family office services to ultra-high net worth individuals in the
region.
Jorge Suárez-Vélez will serve as CEO and Founding Partner of
Americana Partners International (API). Formerly a Managing
Director at Allen & Company Investment Advisors, the RIA arm of
investment bank Allen & Co, Suárez-Vélez brings over 20 years
of industry experience, and in particular deep expertise in Mexican
political and economic issues to the firm. Since 1998, he has been
a regular guest on CNN en español, commenting on economic topics,
and has contributed weekly to Reforma/El Norte/Mural and,
previously, to El Financiero in Mexico. Suárez-Vélez is also a
best-selling author of two books, and a sought-after speaker at key
economic conferences all over the Americas.
Jason Fertitta, CEO and Partner of Americana Partners, said:
“While many of the wealthiest LATAM families have ties and business
dealings in both Latin America and the United States, especially as
they grow into 3rd and 4th generations. At Americana, we see an
opportunity to lend our services, expertise, and relationships to
these families, and we are excited to have Jorge at the helm of
this tremendous effort. In addition, we are excited to be
partnering with some of the most sophisticated family offices in
Mexico for this initiative.”
The Americana Partners International team recently launched a
website in both English and Spanish at
https://www.americanapartners.com/international.
Ron Thacker, President of Americana Partners, commented: “It is
a testament to the strength of our platform that we can attract a
talented professional such as Jorge, as well as the support of
several families in the region as investors and clients in our new
international venture. We could not be more proud of how far
Americana Partners has come, and we are excited and optimistic for
our future. In five fast years, we have more than tripled the size
of our firm in almost every meaningful metric, and yet we know we
are only getting started.”
“I look forward to bringing the technology, portfolio
management, and family office focus of Americana Partners to LATAM
clientele,” said Suárez-Vélez.
Americana Partners celebrated its five-year anniversary on April
26, 2024, and has grown rapidly since launching in 2019. In
February 2023, the firm brought on a $700 million team based in the
Permian Basin in Texas. With the addition of its new international
clientele, Americana Partners will add Pershing Advisor Services as
a custodian to its current custodial relationships with Schwab and
Fidelity.
Americana Partners is a member of the Dynasty Network of
independent advisory firms. For more than a decade, Dynasty has
championed the benefits of independent wealth management for high
net worth and ultra-high net worth clients and has contributed to
the movement of assets from traditional brokerage channels to the
independent channels of wealth management.
Dynasty Investment Bank served as exclusive financial advisor to
Americana Partners and provided financing to help support the
transaction. Dynasty is an integrated platform partner with
Americana providing turnkey technology and investment platform
related services in addition to capital support to help fuel their
impressive inorganic growth objectives.
About Americana Partners
Americana Partners is an independent wealth advisory firm
working with a select group of families and individuals to help
them simplify the management of their substantial wealth.
Headquartered in Houston, Texas, Americana offers financial
planning and investment management services. Free from most of the
constraints of corporate ownership, Americana is empowered to
leverage support from Dynasty Financial Partners and other industry
experts.
For more information, please visit www.americanapartners.com
LinkedIn:
https://www.linkedin.com/company/americana-partners/
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Sally Cates sallycates@dynastyfinancialpartners.com
646-704-4500