Alianza Fiduciaria S.A

Alianza Fiduciaria S. A, based in Colombia, specializes in financial products and services that enhance investment management and wealth management for both individual and corporate clients. Founded in 1986 and headquartered in Bogota, Colombia, Alianza Fiduciaria S. A provides fiduciary services and financial products.

The company underwent a significant change in ownership, with a majority stake acquired by Australis Partners, Caisse de dépôt et placement du Québec, and International Finance Corporation in November 2018, finalized in June 2019. The firm has completed 2 deals as of the latest data, with its most recent deal occurring on November 6, 2018. Alianza Fiduciaria S. A offers a comprehensive suite of financial products and services focusing on optimizing investment management and wealth management.

These include collective investment funds, voluntary pension funds, and private equity funds. The firm also provides fiduciary services, such as real estate fiduciary management and public fiduciary services, designed to safeguard assets and ensure proper administration. Its target clientele includes retail and institutional investors in North America, Europe, and select regions in Latin America. The company generated revenue primarily through asset management, including collective investment funds and fiduciary services, with transactions typically structured on a fee basis.

Management fees are charged based on the assets administered, and performance fees are linked to investment returns. For the year 2017, Alianza Fiduciaria S. A reported a revenue of USD 0 mn and an EBITDA of USD 0. Following the acquisition in 2019, Alianza Fiduciaria S.

A plans to grow by launching new financial products aimed at enhancing their portfolio offerings. The company is also targeting expansion into additional markets in North America and Europe by the end of 2025. Recent funding from the acquisition will be utilized to support these initiatives, focusing on product development and market penetration strategies.