Our team
Ventum Group has established itself as a team of investment experts with an extensive track record in building, managing and overseeing financial strategies. Over the years, we have developed bespoke investment solutions for institutional clients, families and private clients, using proven methodologies that have consistently demonstrated their effectiveness with sustainable results. Our experience and strategic approach allow us to offer a service that exceeds our clients' expectations, ensuring the preservation and growth of their wealth over time.
Daniel Montalbetti
Client Relationship Manager FF.OO
Nicolás Reitz
Client Relationship Manager FF.OO
Joaquín Mendoza
Senior Operations Associate
Daniel Montalbetti
Client Relationship Manager FF.OO
TBA
Client Relationship Manager FF.OO
Nicolás Reitz
Client Relationship Manager FF.OO
Katerin Morales
Operations Analyst
Joaquín Mendoza
Senior Operations Associate
Our purpose
At Ventum Group, we aim to provide a holistic and tailored approach to managing family and wealth strategies. We work closely with each client and family at every stage of their financial planning, ensuring their values and goals are reflected in every decision. We develop customised solutions that preserve wealth and optimise returns, while ensuring continuity of patrimony and wellbeing of future generations.
Our mission is to be the trusted partner our clients seek to meet the complex challenges of corporate and wealth management, while maintaining a global perspective with a boutique spirit. Our commitment to excellence is driven by a highly skilled team with an unwavering work ethic and an independent approach which enables us to deliver the best in the financial industry without conflicts of interest.
This purpose drives our vision to be a leading global Multi Family Office, integrating sophisticated and flexible services, while preserving the essence of a personalised and approachable service, tailored to the unique needs of each family.
Our history
Client centric
We have a deep understanding of our clients' needs and objectives, aligning every action with their interests and building relationships based on trust and lasting success.
Ethics and integrity
We act on clear and transparent principles, ensuring that every decision is made with the highest ethical standards and in the best interests of our clients.
Independence
Our open architecture allows us to offer impartial and tailored solutions, free from the influence of conflicts of interest.
Comprehensive approach
We provide comprehensive services covering all aspects of wealth management, ensuring efficient and coordinated coverage of every need.
Impact and sustainability
We deliver solutions that make a positive impact and ensure long-term sustainability, considering both the financial well-being and the legacy of our clients.
Our principles
Contact Us
Our global investment platform delivers effective risk management, while maximising the benefits of diversification. We deliver solutions that are tailored to each client's specific needs, always prioritising their peace of mind and financial success.
Our priority is to establish long-lasting relationships, driven by shared interests and transparency and based on the best practices in Wealth Management.
Connect with our team of experts and find out how we can help you achieve your financial and business goals successfully.