2019 Investment Fund Awards

www.wealthandfinance-news.com 8 Wealth & Finance International - 2019 Investment Fund Awards Founded in January 2016, after over 30 years working at Merrill Lynch as a Private Banker and Institutional Consultant, Miguel Sosa reflected on how his clients had evolved and how their needs weren’t completely being met before. Premia Global Advisors operates as a Registered Investment Advisor (RIA) firm, offering a boutique service to a relatively small number of clients with a high degree of attention to detail and accessibility to a wide range of investment ideas. Premia Global Advisors work closely with cross- border families and institutions that want their portfolios managed in the US. The secret behind Premia Global Advisors is their process driven strategy to everything they do which drives them to provide customized solutions. From on boarding a client to the selection of investments for their portfolios. ‘Our processes are developed so that we can provide the excellence in guidance that 30 plus years of experience can bring to helping families and institutions manage their portfolio, matched with a structured way of delivering them,’ explains Miguel. ‘Through these processes, we make sure that each client is taking advantage of all the benefits they have of investing in the US.’ Setting Premia Global Advisors apart from other advisory firms is the implementation of a values-based investment strategy, which allows a portfolio to be positioned to reflect the things that matter to their clients. This can be related to matters of environment, social issues, and board diversity to name but a few. ‘We spend quite a bit of time understanding the background and needs of each family or institu- tion we work with,’ Miguel tells us. ‘This means spending time getting to know them individually. In many cases, it means traveling to their place of residence or business to gain a deeper un- derstanding of what they’re all about.’ Ensuring such an in-depth service means we can provide a quick response to client inquires and concerns. Premia manage a relatively small, but growing number of clients, to ensure the relationship can be maintained, nurtured and tended to, and investment advice isn’t compromised. ‘That’s why we seek to grow each year by adding a select number of new relationships,’ Miguel explains. The team at Premia Global Advisors is one built on openness and inclusion. ‘Here at Premia Global Advisors, we are all about talent and performance,’ Miguel says. ‘We are constantly Managing an investment portfolio is no easy task, even with a great deal of experience at the helm. The team at Premia Global Advisors specialise in ensuring that their clients have a dynamic portfolio that reflects the values and objectives of what each client is looking to accomplish, as well as how they want to achieve it. We caught up with Founding Partner, Miguel Sosa to find out more. Best Cross-Border Wealth Advisory Firm - South East USA & Award for Excellence in Private Wealth Management 2019 looking to hire for attitude before aptitude. Also, we believe that talent that has a good attitude and believes that working as a team is important can help to grow our firm and themselves.’ This attitude gives the team as a whole the potential to express their talents and express how to make the firm even more successful. Looking forward, Miguel is optimistic. They believe the quality and thoughtfulness that goes into their process gives them and their clients something that’s very powerful. ‘We believe that through our constant process of seeking new investment ideas and the freedom to do so as an Independent Registered Investment Advisor, the combination will give our clients true unbiased and creative ideas. As a result, they can achieve their investment goals worry-free, for themselves and generations of their families in the future.’ Regarding the wider investment fund industry, Miguel is of the opinion that investment selections are becoming more accessible to more investors, with options once available only to the ultra-rich are now being opened up to others. ‘I believe that the difference between advisors will be determined by the quality of advice, the delivery of a client centric and resp- onsive service model,’ he tells us. The future seems bright for the team at Premia Global Advisors, their process allows them to serve clients in a truly bespoke fashion. Reflecting their detailed care and attention to clients, while care and attention to staff should only encourage more innovation from a talented team. Bringing clients total satisfaction is not always straight- forward, but Premia Global Advisors seeks to manage it with empathy and ease. Contact: Miguel Sosa Company: Premia Global Advisors Web Address: www.premiaglobaladvisors.com Telephone: 7866469140 Oct19599 Premia Global Advisors ‘I believe that the difference between advisors will be determined by the quality of advice, the delivery of a client centric and res-ponsive service model,’ he tells us.