OUR LINES OF BUSINESS
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OUR LINES OF BUSINESS

The Aiva model consists of three lines of business, designed to address all the financial needs of individual customers and financial institutions in Latin America in a holistic manner, through investment solutions, wealth management and financial protection.

We invite you to find out more about our lines of business:

INVESTMENT SOLUTIONS

Aiva works on the basis of flexible investment solutions, through which provides access to a broad range of financial assets.

Our solutions can be managed through cutting-edge online platforms, which make it possible for investors to monitor the performance of their portfolios from wherever they may be at any given time.

The accounts also allow for estate planning through beneficiary nomination, and additionally provide asset protection through the establishment of trusts.

WEALTH MANAGEMENT

Through our High Net Worth division, we provide solutions for high net-worth customers, using life insurance policies as an instrument for wealth planning and protection.

In addition to the traditional benefits of life insurance policies, our model of monitored custody accounts allows customers to continue with their relationship and custody service at their preferred private banking institution.

Customers will also be able —through the free designation of beneficiaries— to plan in detail the manner by which their estate shall be transferred to the next generations, thus assuring its efficient and appropriate distribution among their successors and preventing any future conflicts and costly legal proceedings.

FINANCIAL PROTECTION: INTERNATIONAL HEALTH COVERAGES

A comprehensive financial planning requires competitive solutions for unforeseen risks that may pose a threat to the financial wealth. Through our Risk Management division, we provide protection to the most valuable asset, YOUR HEALTH.

For this, international health coverages work as excellent tools for asset protection, both for individuals and corporations. More than 800 million people spend at least 10% of their home budget on medical care, and each year, about 100 million people are pushed into extreme poverty due to expenses incurred after a serious health event.  

Through the following link we invite you to review more information regarding this tool and our value proposition.

OUR LINES OF BUSINESS

The Aiva model consists of three lines of business, designed to address all the financial needs of individual customers and financial institutions in Latin America in a holistic manner, through investment solutions, wealth management and financial protection.

We invite you to find out more about our lines of business:

INVESTMENT SOLUTIONS

Aiva works on the basis of flexible investment solutions, through which provides access to a broad range of financial assets.

Our solutions can be managed through cutting-edge online platforms, which make it possible for investors to monitor the performance of their portfolios from wherever they may be at any given time.

The accounts also allow for estate planning through beneficiary nomination, and additionally provide asset protection through the establishment of trusts.

WEALTH MANAGEMENT

Through our High Net Worth division, we provide solutions for high net-worth customers, using life insurance policies as an instrument for wealth planning and protection.

In addition to the traditional benefits of life insurance policies, our model of monitored custody accounts allows customers to continue with their relationship and custody service at their preferred private banking institution.

Customers will also be able —through the free designation of beneficiaries— to plan in detail the manner by which their estate shall be transferred to the next generations, thus assuring its efficient and appropriate distribution among their successors and preventing any future conflicts and costly legal proceedings.

FINANCIAL PROTECTION: INTERNATIONAL HEALTH COVERAGES

A comprehensive financial planning requires competitive solutions for unforeseen risks that may pose a threat to the financial wealth. Through our Risk Management division, we provide protection to the most valuable asset, YOUR HEALTH.

For this, international health coverages work as excellent tools for asset protection, both for individuals and corporations. More than 800 million people spend at least 10% of their home budget on medical care, and each year, about 100 million people are pushed into extreme poverty due to expenses incurred after a serious health event.  

Through the following link we invite you to review more information regarding this tool and our value proposition.