Faustino López-Marcos

• Led business development efforts, driving expansion and market presence.

• Onboarded new custodians and implemented a PMS system to enhance operational efficiency.

• Forged a strategic partnership with a local FIM to optimize costs and create synergies.

• Doubled AUM in two years through a combination of acquisitions and organic growth.

• Countries covered: Argentina (80%), Paraguay (10%), and Uruguay (10%)
• Built a book of business from ZERO
• Average ROA is 50 basic points
• Current book size is 110 million
• The split between service model of the book is 90% advisory and 10% discretionary
• All clients are in compliance with the standards set in CRS and compliance

• Covered Argentina (70%), Paraguay (20%), and Uruguay (10%).

• Built a book of business from zero, acquiring $180M in assets in under three years.

• Grew final book size to $380M, maintaining an 85 bps ROA.

• 90% advisory, 10% discretionary service model.

• Ensured full compliance with CRS standards and regulatory requirements.

• Achieved an excellent Scorecard with no deficiencies.

• Advised key clients (AUM >$100M) across Southern Cone: Argentina, Chile, and Uruguay.

• Managed $3B+ AUM in Argentina and $850M in Chile, with 30 UHNW relationships (AUM <$100M), totaling $1.3B in advisory mandates at a 75 bps RoA.

• 75% advisory mandates, 25% discretionary, covering hedge funds, private equity, alternatives, fixed income, equities, commodities, and leverage products.

• Conducted frequent investment reviews, crafting tailored asset allocation strategies and product recommendations.

• Led weekly investment meetings for the Global LatAm team, discussing macro-driven strategic and tactical ideas.

• Successfully closed complex investment products, ensuring full execution and follow-through.

• Led the Fixed Income Asset Class globally, initiating FI projects, including a leverage bond portfolio ($75M NNA, 4.80% YTD performance).

• Partnered with Asset Management and FI Capital Markets to develop the Fixed Income Focus Bond List, covering developed and emerging markets.

• Collaborated with internal advisory groups to enhance investment solutions and optimize strategies.

• Fixed income trader specializing in U.S. Treasuries, corporate bonds, emerging markets, high-yield, sovereign, and distressed debt.
• Buy-side trading with a client-driven approach, ensuring best execution through broker-dealers and major market makers.
• Expert in emerging markets trading (LatAm, CEEMA, Asia, EMEA) and head of the fixed income desk in Geneva, managing the European credit model portfolio.
• Led weekly investment meetings and monthly portfolio reviews for the investment committee across Miami and Geneva.
• Supervised the fixed income universe, overseeing emerging market and European credit portfolios.
• Managed select fixed income portfolios, ensuring regulatory compliance and best execution policies.
• Implemented AIM on Bloomberg, streamlining trading operations.