November 26, 2021 01:31 PM Eastern Standard Time
MIAMI–(BUSINESS WIRE)–Francisco de la Camara joins UCAP as Senior Managing Director providing investment advice to international, U.S., and cross-border high-net-worth clients. He also takes on an executive role to further develop our investment products platform and work with our global affiliates to enhance the Client and Advisor experience. Francisco began his career with Merrill Lynch in 1985 where his team launched the first “offshore client-coverage model” widely used in the industry today. He sat on Advisory Boards in products and technology, was a PIM discretionary asset manager, and advised on new product launches. He held the title of Managing Director at Wells until they exited the international business this year.
“We are very excited that Francisco has joined the UCAP team. Francisco is a highly principled and seasoned veteran in the international wealth-management business bringing not only years of experience but also new ideas. We look forward to his significant contributions to UCAP.”
Francisco is joined by his two registered assistants Ana Maria Moreno and Alma Estrada, who have collaborated with him since 1985 and 2016 respectively.
Recognizing UCAP’s global advantages, Francisco states, “This is an exciting time in wealth management, and I am thrilled to have joined UCAP. I believe our global affiliate network is second to none advancing effective cross-border solutions for our clients and the RIAs, Broker-Dealers, and Family Offices on our B2B platform. Our industry is facing traditional headwinds like regulatory and tax changes, and secular ones like Defi and crypto. As a boutique firm that can deliver cross-border solutions quickly, we are embracing these changes and advising our clients on them.”
Sixto Campano, CEO of UCAP Group (USA) said: “We are very excited that Francisco has joined the UCAP team. Francisco is a highly principled and seasoned veteran in the international wealth-management business bringing not only years of experience but also new ideas. We look forward to his significant contributions to UCAP.”
UCAP Group (USA) LLC is part of a global financial services affiliate network collectively managing over $30 billion in client assets, with 9 locations globally, including the US, Europe, Asia, and the Bahamas. Based in Miami, UCAP Securities LLC and UCAP Asset Management LLC, provide investment advice to Individuals, Family Offices, Broker-Dealers, and Banks via our custody&clearing arrangements with StoneX, Charles Schwab, UCAP affiliate Capital Union Bank, or the client’s preferred custodian. UCAP affiliate companies include a trust service provider and a private placement life insurance company in the Bahamas. We help Financial Advisors grow their business by offering truly global solutions. www.ucapgroup.com
Francisco de la Camara, (786) 558-1532 or [email protected]