Wealthics | About us
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About us

“Coming together is a beginning; keeping together is progress; working together is success.”
Henry Ford

Company overview

Founded in 2016 by Kevin S. Ballard (Chief Commercial Officer) and Manuel E. De Luque Muntaner (Chief Executive Officer) , Wealthics Global Partners Ltd. (‘Wealthics’) is an independent provider of best-in-class asset management solutions.

 

Our mission

After providing years of Wealth Management services, we have learned the value of the client relationship, therefore we are committed to maintaining the highest standards of integrity and professionalism in growing our relationship with you. Whether a current client or someone interested in our services, we endeavor to know and understand your full financial situation, and provide you with only the highest quality information, services, and products to help you reach your goals.

 

Our approach

Wealthics Global Partners has searched the world for what we believe are the most outstanding investment managers and have partnered with a select few to bring their signature investment strategies to you and your clients.

Wealthics seeks to build investment solutions that are relevant and meet the needs of its distributors and investors. To achieve this, Wealthics invests in quality people to deliver the highest service standards.

Through our strategic partnerships with international fund managers, we provide investment solutions across a diverse range of asset classes including international securities, alternative investments, domestic and global property securities, fixed income and global infrastructure securities.

At the core of brand Wealthics is our proposition – ‘We only do what’s right for you’. It is our belief system, our unwavering resolve to deliver financial solutions that are ‘right’ for our customers and the society at large. It embodies the relationship we wish to cultivate with our customers. An unshakeable bond rooted in trust by delivering superior customer experience at all times.

Co-founder and CEO of Wealthics Global Partners, Manuel has more than two decades’ experience across all fields of private banking, asset management, institutional fund distribution, marketing, investment research and manager selection.

Before founding Wealthics with his colleague Kevin, Manuel was Director of a regulated Equity Long/Short FOHF, where he worked from 2008 to 2015.

In 2007 he was head hunted by Credit Suisse to set up high net worth client relationship team for the Spanish Market.

From 1998 to 2007 Manuel held several senior leadership positions at Lloyds Bank in different jurisdictions such as Isle of Man (Graduate Management Trainee & Relationship Manager), Spain (Private Banking Director) & Monaco (Private Banking Area Manager).

In 2002 spent 1 year at Citibank Spain as Senior Relationship Manager, to pioneer and develop from inception a new personal banking operation, devising an effective marketing strategy to propel growth of CB’s onshore client base.

Manuel previously worked in GAM and Axa Equity & Law in the Isle of Man and Banco Popular in Spain.

Manuel completed his BA (Hons) at Universidad Nebrija & European Business School, London; earned a Master in Banking & Finance (MBF) from the IEB, Charter Wealth Manager and Master Financial Planner and a MBA from La Salle University.

Kevin S. Ballard

Founder & Chief Commercial Officer

Co-Founder and Chief Commercial Officer of Wealthics Global Partners, Kevin has been working in the offshore financial industry for 16 years. Kevin started his career in 1999 working for a major Offshore Life Assurance Company in the Isle of Man.

In 2004 he was approached by one of the worlds largest Independent Financial Advisory firms to manage Compliance & Administration in their largest and most profitable office in Mexico City.

Whilst in Mexico in 2006 Kevin sat the CII FIAQ exam and made the transition to International Financial Advisor. Kevin returned to the Island with his Fiancee in December 2008 to start a family and in early 2009 was appointed Intermediary Business Development Manager for Lloyds TSB International.

His jurisdictions included Isle of Man, the Channel Islands, Monaco & Latin America where he forged strong relationships in specialist industries such as CSP’s, Global IFA’s, Yachting & Aviation & International relocation companies.

In April 2012 Kevin was hired by a UK Strategic Land Fund to manage global sales. Via his network of international brokers and strong relationship management Kevin was instrumental in increasing the Fund AUM from £15m to £70m in 4 years.

In August 2016 Kevin & longterm friend Manuel decided to create Wealthics Global Partners. Their combined knowledge of the financial services industry, decades of experience and hundreds of global contacts makes them ideally placed to identify Funds & products they believe offer both capital protection and growth but with a strong focus on ethical investment and transparency.

Alejandro Palomar

Head of Institutional Multi-Asset Solutions

Alejandro joined Wealthics in 2016 as a Head of Institutional Multi-Asset Solutions for Latam. Prior to joining Wealthics he worked for Prival Bank as a Head of External Asset Managers & Family Offices. Managing the department in charge of developing structured UHNWI, Family Offices and External Asset Managers client acquisition (including Independent Financial Advisors IFAs) with the aim of increasing assets under service and revenue flows for Wealth Management, Institutional and Professional Services entities. He built the department from scratch raising more than USD 415 million in under 3 years. In that time he created strong relationships with External Asset Managers, Family Offices & IFAs around the globe.
Previously he held different positions within the financial industry as Financial Advisor and Risk analyst. As a proof of his professionalism, he has been awarded with the outstanding employee award in 2012 for his great results as Financial Advisor at Optima Financial Planners.

He holds a dual-degree in Law (LL.B) and Business Management (B.B.A) from the San Pablo CEU university (Madrid) and specialised in International Management by L’ École Supérieure de Commerce Extérieur (Paris).

Pierre Ivorra

Associate Partner

Pierre joined Wealthics in 2017 as Associate Partner, with over

30 years International Private Banking experience from Monaco.

Pierre has held several positions, most recently as Senior Advisor at WEALTH MC INTERNATIONAL (External Asset Manager in Monaco) and previously as Vice President/Relationship Manager in charge of international private clients at:

 

Credit Suisse (2008-2014)

Barclays Bank (1990-2008)

Grindlays Bank (1985-1990)

 

Pierre graduated MSc in Economics at University of Nice.

 

Jitendra Bhatia

Associate Partner

Jitendra joined Wealthics Global Partners in 2017 as Associate Partner, with over 15 years International Private Banking experience from Middle East in Dubai (United Arab Emirates), India and Hong Kong.

Jitendra has held several positions, most recently as Senior Private Client Advisor at Platinum Financial Services Limited (Private Client & NRI Business) in Hong Kong from 2014 and previously as Vice President/Relationship Manager in charge of international private clients at :

Citibank NA, Dubai (UAE) (2002-2006).

National Bank of Fujairah, Dubai (UAE) (2006-2007).

ADCB ( Abu Dhabi Commercial Bank) Abu Dhabi (UAE) (2007-2008).

ABN AMRO BANK Dubai (UAE) (2008-2010).

Global Wealth Advisors (Mumbai-India) (2011-2014).

Jitendra has Degree in MBA (Master of Business Administration) specialised in Marketing from Newport University, California (USA) plus graduated in BCom (Bachelor’s of Commerce & Economics from Bombay University in India and have completed PGHSM (Post Graduate in Honour Degree in Systems Management) plus has various certification in Wealth Management, Insurance, Bonds, Mutual Funds, Investment-Financial Planning Services, Structured Products and Securities and Future Intermediaries.

Head Office: Thie Cheerey, Main Road, Andreas, Isle of Man, IM7 4HH, British Isles

 

LEGAL DISCLAIMER

This website is strictly for the use of professional wealth management intermediaries such as Family Offices, Fund of Funds, Financial Advisors and Wealth Managers. All material on this website has been prepared for informational purposes only and is NOT INTENDED TO AND SHALL NOT IN ANY WAY CONSTITUTE AN INVITATION, OFFER OR SOLICITATION to invest in any investment related products. Information contained in this website DOES NOT CONSTITUTE INVESTMENT ADVICE. Potential investors should note that investments can involve significant risks and your initial capital is at risk. No assurance can be given that the investment objective of any investment products will be achieved. Any reference to any specific company, financial product or asset class in whatever way does not constitute a recommendation on the suitability of that as as investment for any individual or entity.

This website is not directed to any person in any jurisdiction which prohibits the publication or availability of this website or where such publication or availability would subject Wealthics Global Partners Ltd to any registration requirement within such jurisdiction. It is your responsibility to be aware of and to observe all the applicable laws and regulations of your jurisdiction. You should consult your professional adviser(s) as to whether you require any governmental or other consents or need to observe any formalities to enable you to access the information. Please do not view the remaining pages of this website if the publication or availability of this website is in any way prohibited in your jurisdiction. If you are in any doubt, please seek further advice before viewing this site. By proceeding to view the contents of this website, we assume you are representing and warranting that the applicable laws and regulations of your jurisdiction allow you to access the information.

While all the reasonable steps have been taken in preparing the material on this website, no warranty whatsoever is given and no responsibility or liability is accepted for any loss arising directly or indirectly in connection with or as a result of any person acting on any information, opinion or statement expressed in the same. The information is not guaranteed as to accuracy, nor is it a complete statement of the financial products or markets referred to. Opinions expressed are subject to change without notice.

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