- After having received the authorization to promote the advisory services of Inversiones SURA Corp. in Colombia, which will present itself commercially as SURA Investments in the United States, Protección provides its clients with an expanded investment offer.
Medellín, May 15, 2024. Based on the constant interest in offering value solutions to its customers, Protección expands its offer by enabling direct investment alternatives abroad, which is achieved through the alliance with one of SURA's companies in the United States, which offers the possibility of offering investment advice directly outside the country.
After having received the authorization to promote the advisory services of Inversiones SURA Corp. in Colombia, which will introduce itself commercially as SURA Investments in the United States, Protección will provide its clients with an expanded offer that allows them to make direct investments abroad through a wide platform of strategies and investment managers specialized in international markets, which translates into greater possibilities of risk diversification, including those of jurisdiction and performance of its patrimonial objectives. This is in addition to the wide range of current investment portfolios that Protección has in various markets, assets and currencies.
"We are very pleased to strengthen our investment offer and to be able to meet the needs of our clients in an increasingly comprehensive manner, with the design of a comprehensive strategy with which they can maximize their pension, financial and tax planning, as well as find investment opportunities that generate sustainable and consistent returns over time," said Juan David Correa, president of Protección.
SURA Investments is an organization that has a presence in the United States under the license of Registered Investment Advisor (RIA), which allows Protección clients to access a complementary offer to diversify their investments.
"Through SURA Investments in the United States, people and companies throughout Latin America can access a wide range of offshore solutions, with the support and security provided by a globally recognized regulatory environment. Our extensive experience and strategic alliances with market leaders allow us to provide close support and expert advice to people so that they can achieve their financial goals, "explains Pablo Matte, CEO of SURA Investments in the United States.
This type of solutions offered by Protección, a leader in the Colombian market in the administration of voluntary savings, arise from its client-centric strategy and from visualizing opportunities to strengthen and complement the value proposition it has designed in response to its wealth management needs.
"For us at Protección, it is a priority to continue connecting our clients with our value offer, which is strengthened by the alliance with SURA Investment's services in the United States. We are committed to continuing to offer our clients advice and support to diversify their assets abroad, through different financial instruments, asset types, currencies and jurisdictions. All supported by a strict regulatory environment of the US market, by the experience and institutional capabilities of Protección and the regional platform of SURA Investments.", concludes Juan David Correa.
The main objective of this offer is to accompany and advise on the construction of investment portfolios with a long-term view of individual and family wealth management, especially now, when we are facing one of the most important cycle of intergenerational wealth transfer in our recent history in which several family groups in Colombia and Latin America are immersed.
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About Protección
Protección, an expert investment company and leader in voluntary savings in the country, has evolved its advisory model in wealth management, in order to offer differential and comprehensive support to its investor clients based on four pillars: financial, social security, tax and investments. This type of solutions and offers offered by Protección arise from its client-centric strategy and from visualizing an opportunity to strengthen the value proposition, which has led it to be a benchmark in the administration of pensions, savings and investments, managing more than 160 billion pesos to date.
About Inversiones SURA Corp.
It is a company incorporated in the United States of SURA Investments, an investment platform with an expert asset manager in advisory and investment solutions with global reach for people, companies and institutions in Latin America. It combines the ability to provide close accompaniment and personalized experiences, with the transparency, good practices, solidity and prestige provided by the support of SURA Asset Management. Currently, SURA Investments manages assets of 20 billion dollars; thus boosting the growth and sustainable development of Latin America with the help of its clients.
Press contact:
Juan David Posada, Protección
Tel: 320 673 98 90
[email protected]
Andrea de la Torre, Edelman Colombia
Tel. 310 2104026
[email protected]
Aura Quilindo, Edelman Colombia
Tel. 3146876183
[email protected]
