Francisco Jacobsen

Partner

Mr. Jacobsen has more than 15 years of experience in the Financial Industry and has worked in various countries. He was previously a Senior Private Banker and Relationship Manager at UBS in Mexico City. Prior to that, he worked as a Senior Relationship Manager at Credit Suisse, both at the Headquarters in Zurich, Switzerland, and in Mexico. Earlier in his career, Mr. Jacobsen worked at Citibank/Banamex in the Sales & Structure Department as well as at the Trading Desks in Mexico, Brazil and the US (New York). Mr. Jacobsen holds a Bachelor’s Degree in Industrial Engineering from Tecnológico de Monterrey in Mexico City and an MBA from IPADE Business School in Mexico. Mr. Jacobsen enjoys sailing, diving and cycling. He is a Chilean citizen.

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Strategic Partnerships for Financial Excellence

Our Partners bring decades of experience in global wealth and asset management, with backgrounds in private banking, investment advisory, and cross-border structuring. They lead client relationships and guide strategy across all service areas, from portfolio construction and wealth planning to regulatory navigation and family governance. Their role is not just strategic but also highly personal, building trust through consistent, long-term partnership.

Discretionary Accounts

Professional portfolio management with full delegation, ensuring efficient execution aligned with your risk profile and long-term goals.

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Advisory Accounts

Stay in control while benefiting from expert guidance—ideal for informed investors seeking a collaborative approach.

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Financial Planning

Comprehensive planning that integrates cash flow, retirement, and investment strategies to build long-term financial clarity.

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Professional portfolio management with full delegation, ensuring efficient execution aligned with your risk profile and long-term goals.

Learn more

Stay in control while benefiting from expert guidance—ideal for informed investors seeking a collaborative approach.

Learn more

Comprehensive planning that integrates cash flow, retirement, and investment strategies to build long-term financial clarity.

Get in touch

Your Partner in financial freedom

We are committed to building lasting relationships based on trust, transparency, and excellence.
Our experts provide tailored guidance across all areas of wealth management – from optimizing assets and planning for retirement to navigating international opportunities.

Reach out to discover how a clear, strategic approach can help you secure and grow your wealth with confidence.

Francisco Jacobsen

Partners

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