With the goal of going beyond typical Latin American private banking strategies designed for the short and medium term, Peruvian financial boutique Diagonal Investments is betting on financial advisory for high-net-worth families in the region. Thus, the firm acts as an arm of U.S.-based Sanctuary Wealth in Latin America, serving clients from a variety of countries—predominantly Peruvian investors—with ambitions for continued growth.

This is what Santiago Rey, partner and co-founder of Diagonal says in a interview with Funds Society : “Our main focus is investment advisory, and we firmly believe we are the best at it,”. While they do not have internal capabilities for corporate, tax, or wealth structuring matters, the firm guides…