It Looks Like We’re Not
the Right Fit Right Now
Thanks for your interest in CI-Associates Wealth Management.
Based on your answers, it appears you don’t currently meet the specific criteria we require for our retirement and wealth management services:
A portfolio of $300,000 USD / £300,000 GBP+ (or equivalent) in liquid assets.
We set these requirements to ensure we can deliver the highest-quality, tailored advice to the clients we work with.
If your situation changes in the future for example, you grow your investment portfolio or meet our nationality criteria, we’d be happy to revisit your enquiry.
In the meantime, we wish you success in your financial planning and retirement journey.
CI-Associates Wealth Management | 2025 All Rights Reserved
ASESORIAS E INVERSIONES CALEDONIAN INTERNATIONAL CHILE LIMITADA — RUT 76.147.100-7 | Financial investment advisory and consultancy firm | Panama Investment Adviser Licence granted by the “Superintendence of the Securities Market” under Resolution No. SMV-247-20 of 1 June 2020, authorising the provision of investment advisory services to local and international clients.