The financial landscape for ultra-high-net-worth (UHNW) individuals is evolving, with growing demand for bespoke solutions that cater to unique investment objectives. In response to this shift, AC Global Investment Partners has emerged as a significant player in the realm of financial advisory and management. Founded by seasoned professionals Lisandro Chanlatte and Carlos Asilis, the firm aims to offer personalized wealth management services specifically tailored for institutions and UHNW families. With goals to responsibly manage generational wealth, AC Global seeks to redefine investment strategies to better meet the nuanced needs of their affluent clientele. This launch is poised to provide these sophisticated investors with innovative solutions that ensure not only the preservation but also the growth of their substantial assets.
Strategic Ambitions and Market Approach
AC Global Investment Partners has set a dynamic target to secure $500 million in assets under management (AUM) over the course of three years. This goal aligns with their strategy to engage between 20 to 40 families across various onshore and offshore markets. Catering to families and institutional investors maintaining more than $25 million in liquid assets, AC Global aims to bridge gaps between clients and financial service providers without requiring clients to alter their existing banking arrangements. This approach ensures a seamless transition into their services. Utilizing the geographical advantages of having Chanlatte in New York and Asilis in Miami, the firm is strategically positioned to serve a global client base. The international location of its founders enhances accessibility and enables the firm to implement their refined investment solutions effectively across different market conditions.
Key to AC Global’s approach is its commitment to delivering an independent advisory perspective, free from conflicts of interest that often plague traditional financial services. By prioritizing unbiased investment recommendations, the firm allows clients to maintain relationships with their preferred banks and financial institutions while benefiting from AC Global’s expert supervision. The firm emphasizes providing institutional-quality management, aligning with the transparency and independence expected by its UHNW clients. Such a model has become increasingly important in the financial advisory industry, where discerning clients seek more control over decisions that impact their wealth. By promoting a neutral stance, AC Global ensures that the investment strategies put forward are solely based on client interest and not influenced by third-party affiliations.
Distinctive Investment Strategies
With an impressive portfolio of services, AC Global offers four distinct investment strategies: Global Fixed Income, Global Balanced, Global Absolute Return, and Global Thematic. Each is informed by macroeconomic trends and a multi-asset framework designed to optimize alpha generation and mitigate risk while supporting sustainable growth. These strategies reflect a sophisticated understanding of market dynamics, particularly during unstable periods. Benefitting from Asilis’s robust multi-cycle investment track record, the firm can effectively navigate varying market environments, ensuring clients’ capital is well-positioned for success. This strategic diversification is crucial for investors facing increasingly complex global financial scenarios, providing them with adaptive solutions tailored to exploit opportunities and counter risks.
The firm’s research-driven methodology stands at the core of its investment philosophy. By deeply analyzing market cycles, AC Global aligns its investment strategies with the latest economic insights, allowing for proactive adaptations in volatile times. This focus on strategic diversification and adaptability positions the firm to not only react to market changes but to anticipate them, ensuring long-term benefits for clients. Through this innovative approach, AC Global sets a benchmark in wealth management for UHNW families by combining strategic foresight with empirical investment techniques. Such an approach also enables the firm to build trust with its clients by consistently delivering informed, data-backed investment propositions, further cementing its reputation as a formidable force in the wealth management sector.
Expertise and Professional Background
Lisandro Chanlatte’s expertise in private wealth management is an integral asset to AC Global, having previously led UHNW client advisory teams at Citi Private Bank. His tenure there equipped him with invaluable insights into crafting impactful investment strategies and managing substantial assets throughout North America and Latin America. Chanlatte’s comprehensive knowledge of global asset management and business strategy, coupled with his academic achievements—earning a Bachelor’s in Business Administration from Loyola University and an MBA from Harvard Business School—positions him as a pivotal leader within the firm. His professional credentials, including numerous FINRA licenses and a Chartered Alternative Investment Analyst certification, further underscore his proficiency in navigating complex financial landscapes.
Complementing Chanlatte’s strengths, Carlos Asilis brings unparalleled expertise in global macroeconomic investing and risk management to the firm. His previous roles, ranging from institutional advisory at JPMorgan Chase to leadership positions at Graham Capital Management and Glovista Investments, have imbued him with an analytical approach informed by comprehensive data insights. Armed with a Ph.D. from the University of Chicago and a Bachelor’s degree from the Wharton School, University of Pennsylvania, Asilis leverages his background to guide AC Global through both stable and challenging market conditions. Their combined expertise allows AC Global to not only fulfill but exceed client expectations in managing significant wealth through a distinctive blend of knowledge and strategic acumen.
Industry Implications and Future Perspectives
AC Global Investment Partners aims to amass $500 million in assets under management within three years, targeting 20 to 40 families in various onshore and offshore markets. They cater to families and institutional investors with over $25 million in liquid assets, facilitating connections with financial service providers. Their model doesn’t demand changes to existing banking relationships, ensuring a smooth integration. The strategic positioning of Chanlatte in New York and Asilis in Miami enables global reach and effective deployment of investment solutions globally. Founders’ international locations further enhance accessibility and allow the firm to adeptly adjust to varying market conditions.
Central to AC Global’s strategy is offering an unbiased advisory service, free from conflicts that often plague traditional financial sectors. By focusing on impartial advice, they let clients retain ties with preferred banks while availing themselves of AC Global’s expertise. Their institutional-standard management aligns with ultra-high-net-worth clients’ expectations for transparency. Their neutrality ensures investment advice remains purely client-centered, uninfluenced by external affiliations.
