A complete list of active advisors currently associated with BVB and Partners S.A.
Warmer can help you find a great advisor at BVB and Partners S.A. or one who fits your needs even better.
BVB and Partners S.A. provides discretionary and non‑discretionary investment advisory services to high‑net‑worth individuals, trusts and family offices through separately managed accounts. Clients are limited to U.S. residents of any nationality and U.S. citizens living outside the United States, and the firm reports managing approximately $1.5 million on a discretionary basis for a very small client base. The firm combines an open‑architecture investment offering with a capital‑preservation focus, emphasizing strategic asset allocation informed by macroeconomic research and tactical adjustments. It offers proprietary strategies across bond, defensive, balanced, growth and equities mandates and may employ structured products, derivatives, private fund interests and physical precious metals for appropriate client portfolios. BVB and Partners is notable among SEC‑registered independent advisers for maintaining its principal office outside the United States and for its formal affiliation with another asset manager through a service agreement and potential referral arrangements, with policies intended to separate the two businesses and address conflicts of interest. The firm typically works with client‑selected custodians and executing brokers (often non‑U.S.), which can limit its ability to negotiate execution terms and places primary custody, reporting and settlement responsibility with those custodians.
To learn more about the advisors currently working at BVB and Partners S.A., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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