Helping people to get there

The ideal partner to manage your wealth.

Aiva was founded in 1994 as the !rst comprehensive services regional center for !nancial planning in Latin America. Since then, a structure has been developed to serve an extensive network of !nancial advisers and independent Wealth Managers who provide world-class professional !nancial planning solutions.

More than 17 years of experience.

More than 130 employees.

More than 42,000 clients throughout Latin America.

Certi!ed Compliance with the British Standard Institute’s ISO/IEC 27001Standard.

Today, Aiva operates for the whole region from its head o"ce strategically located in Zonamerica, Uruguay, with the support of its o"ces located in the main cities of Latin America.

Wealth Management services tailored to your needs.

Mission: to develop innovative Wealth Management solutions to improve quality of life.

Through access to world-class companies, plus expertise and deep knowledge of the global market, Aiva provides holistic planning services and solutions tailored to speci!c needs, using unique wealth management tools.

Wealth Management Solutions just a click away.

Given the needs of a changing global !nancial market, with an increasing number of variables to be taken into account, it becomes essential to have a tool that enables concentration of all processes in just one place.

This is why Aiva, with the help of expert advisers, has developed Aiva Proximity, the !rst !nancial services online multi-platform of Latin America.

Proximity makes it possible to be connected, from any place, at any time, and in all wealth management sectors, providing friendly, tailored solutions in real time, through its three integrated platforms.

Closer to Knowledge

ProSolutions

Closer to Solutions

ProAdmin

Closer to Management

www.aivaproximity.com

The ProKnowledge platform includes all the necessary information to provide holistic advice, developed by Aiva's multi-task professional team, and it is available 24/7.

by jurisdiction.

Professional Updating.

and the market.

maintaining, and enhancing the portfolio.

Through ProSolutions you can access all !nancial products and vehicles jointly developed by Aiva and other strong world-class !rms, fully meeting the needs of !nancial advisers, wealth managers, and clients in the most precise way.

Savings and Investment Accounts.

Management Solutions.

ProAdmin is a highly sophisticated technological infrastructure which enables constant access to the system by both !nancial advisers and wealth managers, as well as by- clients, from any place, in order to manage in a safe and friendly way portfolios, products and services.

and their historical records.

for each period.

Now you know your ideal partner.

Aiva Business Platforms is the only !rm in Latin America capable of providing !nancial solutions in any area of wealth management, providing the necessary information, the knowledge of large expert teams, and the most e#ective solutions to meet any demands.

Aiva is registered with the Central Bank of Uruguay and complies with the British Standard Institute’s ISO/IEC 27001standard, which guarantees the highest degree of security and commitment regarding one of the most valuable assets: information.

A multi-task team supporting your objectives.

Asset Management

A team of investment professionals working in a coordinated way to create investment strategies, considering the market and each client’s needs and pro!le. With a sophisticated technological and research-department platform, the Aiva team can take advantage of the latest

trends and opportunities through !nancial instruments available to provide an active management service on an investment account.

Product Law

A team of lawyers specialized in di#erent jurisdictions and areas of expertise work to provide advice on legal aspects and guidance on

clients’ tax and estate planning needs, as well as to formulate asset protection strategies through a variety of solutions and structures, in di#erent international !nancial markets.

A multi-task team supporting your objectives.

Product Management

Each country and each population of Latin America has di#erent features, and it is there that Aiva’s Product Managers team intervenes. The close relationship we maintain with our !nancial advisers and wealth managers enables us to identify your clients’ needs, while our experts work hand in hand with world-class international

companies to develop those !nancial solutions that best adapt to the market's needs.

Sales Executives

Aiva features a strong business team comprising 20 executives that travel around the region, identifying local wealth management needs and assisting !nancial advisers and wealth managers in their companies’ training

and development. This, added to the potential provided by our Proximity platform, ensures the best relationship with our sales force.

A multi-task team supporting your objectives.

Fund Management

New Capital Management

innovative products to potential investors. These products include clearly de!ned objectives and risk pro!les, where the combination of a “MultiManager” approach, together with an active investment portfolio management, optimize medium- and long-term

performance without exposing clients to unnecessary risks.

Operations

Aiva features a team comprising 70 specialized professionals working constantly to execute any process dynamically and e"ciently. Throughout each one of these processes, information is treated with the strictest con!dentiality, providing our independent

!nancial advisers and wealth managers with constant support through the service executives, as well as regarding the search for alternatives that adjust to each market’s speci!c needs. This constant work has enabled Aiva to be certi!ed as compliant with the British Standard Institute’s ISO/IEC 27001 certi!cation.

www.aiva.com