Attending the market from the world’s financial center: DAVOS Financial Group inaugurates new headquarters in New York

The new advisory subsidiary of DAVOS Financial Group will offer its clients a varied and extensive range of services and financial products which demonstrate their solid experience of almost 20 years of operations in the sector

NEW YORK--()--DAVOS Financial Group announced the opening of its new subsidiary in New York City, representing the growth and expansion of the group, which already counts with a solid experience of almost 20 years in the international financial sector.

Within its new facilities, DAVOS Financial Group will offer a varied and extensive range of services and products designed to attend the financial and investment needs of its clients, as well as to work hand in hand with these in order to ensure assertive policies and strategies. The company includes financial services such as: asset management, patrimonial structures, accounting services and personal and corporate finance, real estate services, tax planning and probate, among others.

David Osío, DAVOS Financial Group CEO, commented: "we established operations in the United States more than 17 years ago, starting with financial consultancy, and over time we have been exploring other services such as accounting and tax consultancy, as well as real estate business in Florida. Since the very beginning, our value offer has been directed to serve a niche market of Latin America, eager to have access to the most prestigious international financial institutions; reason why our clients look for our support to grow and achieve their financial goals. Today, with the confidence gained of more than 300 clients and a substantial increase in capital, we present ourselves as a very solid financial group, consolidating our presence within the financial center of the world".

This step is also a demonstration of the commitment of DAVOS Financial Group with its customers and its strategic vision to evolve and develop a highly competitive proposal, differentiated and characterized by high quality personalized service. Its business model is oriented towards the development of strategies for innovative and flexible investment, thanks to a qualified and independent team that understands the needs and expectations of its customers, as well as a network of allies from more than 15 international banks of great record and reputation. This completes a portfolio of competitive products, both in the local and international markets, for all clients of the group in different segments and countries in which DAVOS operates.

Andrés Coles, Vice President of operations of DAVOS Financial Advisors NY, emphasized that the customer service that the new subsidiary will provide is known as "multifamily office", with benefits that go beyond traditional banking services. "The multifamily office is the latest trend in custom finance, because it offers full and specialized management of family wealth, assisting clients in different requirements, from investment levels up to lifestyle management,” Coles said.

Opening operations in New York represents the group’s effort to strengthen its global financial presence. Today the company has bases in Miami, Panama and Geneva, as well as allies in strategic countries such as Portugal, Mexico and Brazil.

“We hope that with the New York office, we can open ourselves towards new clients from other latitudes and grow in a significant percentage for the next two years," David Osío, CEO of DAVOS Financial Group concluded.

DAVOS Financial Group, supported by its Swiss holding D Société Financière, has become one of the most experienced organizations of the market in external financial services with presence and strategic partnerships around the world.

About DAVOS Financial Group

DAVOS Financial Group began operations in 1993 in Brickell, FL under the figure of “Intermediary Agent” of European Banks for managing and structuring investment portfolios, later on becoming the pioneer firm in the market to reach such agreements at an international level. In subsequent years, the group has established itself as the first Financial Boutique that incorporates other business areas to its service platform, providing comprehensive management of private banking, estate planning, financial and accounting consulting as well as real estate consulting.

The growth of its portfolio of services was accompanied by its international expansion, joining efforts in 2006 with D Société Financière Suisse SA, a Swiss financial member of the Association Romande des Financiers Intermédiaries, as well as other strategic partners in countries such as Portugal and Brazil.

The acquisition of worldwide licensing for each of its businesses has enabled DAVOS Financial Group to offer a wide range of diversified and updated investment alternatives for the preservation, security and disposition of capital.


DAVOS Financial Group
Carmen Monasterio, +1 212-510-8473

Release Summary

DAVOS Financial Group announced the opening of its new subsidiary in New York City, representing the growth and expansion of the group.


DAVOS Financial Group
Carmen Monasterio, +1 212-510-8473