A Strategic Ally for Your Family Legacy

We understand that significant wealth requires a vision that transcends simple investing. Our value proposition for the Ultra High Net Worth segment is designed to move beyond conventional investment management and advisory services to serve as a hub of additional solutions—focused on guiding you in the transition of your legacy across generations
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UHN Global Wealth Architecture

Your Strategic Wealth Partner

We understand that significant wealth requires a vision that transcends simple investing. Our value proposition for the Ultra High Net Worth segment is designed to move beyond conventional investment management and advisory services to serve as a hub of additional solutions—focused on guiding you in the transmission of your legacy across generations.

Pillars of Exclusive Value

  • Tailor-Made Strategy: Sophisticated investment proposals and in-depth portfolio analysis., co-created with Risk & Analytics specialists and Investment Counselors (IC).

    Global Asset Universe: Comprehensive access to Funds, ETFs, and Notes.

    Institutional Discretionary Management: Delegate portfolio oversight to professional managers who implement disciplined investment strategies in line to your objectives.

  • Strategic Diagnostic: We begin with an introspective analysis to identify your specific background and goals. This serves as the foundation for planning and organizing a comprehensive long-term strategy.

    Specialized Professional Support: We provide access to specialized independent expertise to help address your specific cross-border wealth considerations. 

    Legacy Coordination: We help you identify the resources necessary to support your family’s long-term vision and the continuity of your strategy across generations.

     

  • Facilitating access to collateralized credit (Margin and Non-Purpose Loans) provided by Pershing. These solutions, available upon credit approval, allow you to seek liquidity without liquidating strategic positions.

    “Credit is provided by Pershing LLC and is subject to their credit approval and collateral requirements. BBVA Global Wealth Advisors, Inc. does not provide credit or lending services.” 

     

  •  A 360° visualization of your assets through NetxInvestor and the upcoming implementation of Black Diamond under our exclusive interface.
  • Access to select invitation-only events and global networking forums as they become available.