Balanz announced this Wednesday that expands its services in the US, with the opening of your broker, Balanz Capital USA, LLCwith Fred Lucier as CEO, formerly managing partner of Axio Financial.
The group had landed in the US in 2022 with the opening of Balanz Advisorshiring Richard Ganter as CEO.
Balanz Group “has been providing personalized advice for the management of its clients’ assets for more than 20 years. With its own technology, its experienced advisors have accompanied clients to achieve their financial objectives throughout various market cycles, adapting to each client profile. investor”, he said in a statement.
Balanz Capital USA operations in the US and its offer to clients
In the United States, Balanz works with advisors seeking independence, cutting-edge technology and investment solutions, offering wealth management services to portfolios of sophisticated clients, both internationally and nationally. Your new broker, Balanz Capital USAwill enhance the Group’s ability to offer the best possible experience to its customers, which include both individuals and institutions.
Fred Lucierits CEO, states: “Balanz Capital USA will play an important role in the growth of our global wealth management business. With a very robust digital infrastructure, the company is well positioned to meet the needs of a broad client base: the presence and our expanded capabilities and experience in the United States will allow us to better serve current and future clients.”
Through Balanz Capital USAthe company will continue to hire top-level financial advisors, offering them sophisticated wealth management and independence services, with the goal of helping them grow their business and offer their clients global plans, strategies and solutions to achieve their financial goals. To achieve this, Balanz Capital USA will take advantage of the Group’s technological capabilities.
“The Group has a technological platform that allows clients and advisors to optimize their financial performance. The platform looks to the future and, although it meets the current needs of our million clients around the world, it has been designed for the needs of future generations, in line with our belief that the way clients consume financial advice in the future will be very different than it has traditionally been, increasingly driven by technology,” concluded CEO Fred Lucier.
Securities offering through Balanz Capital USA, LLC, member FINRA/SIPC. Advisory services offered through Balanz Advisors, LLC, an SEC registered investment advisor.
History and services of the Balanz Group
The group began as a capital markets company in 2002 and, since then, has grown to become an internationally renowned investment house, positioned among the first places when it comes to corporate debt issuance in Argentina, as well as among the best classified in terms of traded volume of equities and fixed income. The company carries out a wide range of activities, including sales & trading, wealth management, corporate finance, issuance, research and M&A.
Source: Ambito
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