Company Tagline
Powering our clients capital with innovative wealth management solutions tailored to their needs.
Industry Category
Business Keywords
Company Description
Legacy Wealth Group is a premier financial services provider, dedicated to empowering clients' capital through innovative wealth management solutions meticulously tailored to their unique needs. With a strong vision to lead in innovative investment solutions and robust risk mitigation strategies, Legacy Wealth Group serves affluent clients across Latin America.
Legacy Wealth Group’s comprehensive product suite includes the Legacy Income Account (LIA), Legacy Protected Account (LPA), and Legacy Digital Trends (LDT). Committed to excellence and client satisfaction, Legacy Wealth Group operates from its primary location in BVI, VG, with additional offices in San Jose, CR, and Tower Financial Center Calle 50, 28B, Panama City, PA. These strategic locations enable Legacy Wealth Group to provide personalized and accessible services to a diverse clientele.
At Legacy Wealth Group, the focus is on building lasting relationships and delivering exceptional value. We invite the manager of Legacy Wealth Group to create a customized and exclusive company showcase and product listing on our platform, further enhancing your brand's reach and impact.
Legacy Wealth Group es un proveedor de servicios financieros de primer nivel, dedicado a potenciar el capital de los clientes a través de soluciones innovadoras de gestión patrimonial meticulosamente adaptadas a sus necesidades únicas. Con una sólida visión de liderar en soluciones de inversión innovadoras y estrategias robustas de mitigación de riesgos, Legacy Wealth Group atiende a clientes afluentes en toda América Latina.
El conjunto integral de productos de Legacy Wealth Group incluye Legacy Income Account (LIA), Legacy Protected Account (LPA) y Legacy Digital Trends (LDT). Comprometido con la excelencia y la satisfacción del cliente, Legacy Wealth Group opera desde su ubicación principal en BVI, VG, con oficinas adicionales en San José, CR y Tower Financial Center Calle 50, 28B, Ciudad de Panamá, PA. Estas ubicaciones estratégicas permiten a Legacy Wealth Group brindar servicios personalizados y accesibles a una clientela diversa.
En Legacy Wealth Group, la atención se centra en construir relaciones duraderas y ofrecer un valor excepcional. Invitamos al gerente de Legacy Wealth Group a crear una presentación de empresa y una lista de productos personalizadas y exclusivas en nuestra plataforma, mejorando aún más el alcance y el impacto de su marca.
Key Personnel / Employees
Compare Companies Side by Side
Compare Legacy Wealth Group with 3 companies in Financial-Services
| Comparison Field |
Legacy Wealth GroupMain Company |
SILEXView Profile |
Zeva Astras | Invest...View Profile |
Stonecrest PartnersView Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2016 | 2014 | |
|
Company Size
|
— | 51-200 | 11-50 | 51-200 |
|
City
|
Genève, Suisse | Bangalore, Karnataka | Austin, Texas | |
|
Country
|
India | United States | ||
|
Skills & Keywords
Comparing with main company
|
9 Total Skills
Wealth Management
Financial Services
Investment Solutions
Risk Mitigation
Financial Planning
Asset Management
Structured Products
Asesoria Financiera
Gestion Patrimonial
|
7 Total
1 Common
6 Unique
Match
11%
Common Skills:
Investment Solutions
Unique Skills:
Discretionary Management
Fundamental Data Processing
Fundamental Research
Numerical Algorithms
Optimal Cross Asset Allocation
Portfolio Optimization
|
8 Total
2 Common
6 Unique
Match
22%
Common Skills:
Asset Management
Financial Services
Unique Skills:
Alternate Investments
Equity Investments
Fintech Funds
Mutual Funds
Portfolio Management services
Unlisted Shares
|
9 Total
2 Common
7 Unique
Match
22%
Common Skills:
Financial Planning
Financial Services
Unique Skills:
Fixed Income
High Yield Bonds
Insurance Products
International Wealth Mangement
Lending
Private Equity Funds
+1
|
4
Total Companies2014
Oldest Founded2
Countries28
Unique SkillsSimilar Companies
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Alternative Company Names
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