Econsult forms an alliance with Principal AGF for the administration of the funds Econsult Global Pesos and Econsult Global Dollar.
Who we Are
Our History
For over 35 years, Econsult has delivered exceptional advisory services to companies, families and individuals.
Throughout this time, Econsult has dedicated its efforts to satisfying its clients’ needs, standing out for its extensive experience in investment, finance and economic advisory. With an innovative perspective, our firm is positioned on the forefront of the consulting and
advisory services industry, continuously evolving to offer exceptional services to a wide array of clients. Our experience and forward-thinking approach exemplify our dedication and success in providing comprehensive and effective solutions.
2022
2020
Macarena Pérez joins us as the first woman partner of the Investment Advisory area. Creation of the real estate investment advisory.
2019
Creation of the BIF IV Investment Fund.
2018
Creation of the BSREP III Investment Fund.
2017
Incorporation of Jorge Muñoz and Alejandro Leay as partners of Econsult Capital, to aiming to position Econsult as one of leading firms in the Chilean Corporate Finance space.
2014
Launch of Fondos Econsult Global.
2009
Establishment of Econsult Capital with the incorporation of Gonzalo Sanhueza as a partner to enhance the Economic and Financial Advisory area.
Creation of two private investment funds: i) Econsult Global Fixed Income Pesos, and ii) Variable Income Dollar.
2008
Strategic association with Consultora Apoyo, in Perú.
2005
Launch of the Halcón II Investment Fund.
2004
Creation of the Falcon Management Partners company, a pioneer in the Management Consulting business.
2003
Launch of the Halcón Investment Fund
2002
Establishment of Econsult Administradora de Fondos de Pensión. (Pension Fund Manager)
2001
Establishment of the Investment Advisory area for family offices and private clients.
2000
Sale of Duff & Phelps Chile to Fitch Rating after the international merger of these two classification agencies.
1996
Econsult obtained the exclusive representation of Fidelity Investments, the largest mutual fund company in the United States.
1994
Expansion of the risk classification area to Argentina and Perú. Association with the international classification company Duff & Phelps Credit Rating Co.
1992
Acquisition of the classification company Prisma, which triggered the consolidation of this industry in Chile.
1991
Econsult expanded its presence by opening offices in Buenos Aires and Perú.
1988
José Ramón Valente joined as a partner. In the same year “Econsult Clasificadora de Riesgo” was created.
1985
Econsult inaugurates its first office in downtown Santiago, to offer economic advisory services.
Mission
Our Mission
Our constant evolution has allowed us to adapt to the constant changes in the environment and to take advantage of the emerging opportunities to efficiently serve a wide array of clients.
With every step we take, we reflect our dedication to achieving the success and well-being of our clients. Our independent and original vision drive us to continually innovate and offer exceptional service, characterized by experience and ethics.
Our trajectory and experience support us as we forge lasting relationships based on mutual trust.
Values
Our values are the foundation of our performance.
Every decision, recommendation and step we take is grounded in unbreakable principles that foster trust, excellence and success. We are committed to guiding your investments with integrity and dedication, ensuring your financial goals are supported by a solid and enduring foundation. Our passion for independence and quality drives every service that we provide, assuring you are in expert hands committed to your financial well-being, granting you peace of mind.
Trust
The trajectory and robustness of our company allows us to fulfill our commitments and effectivery manage our responsibilities with the objective of provide services that exceeds our clients expectation.
Professionalism
We have rigorous ethical standards and a solid conduct in all of our actions and consultancies. Through our talented team, we deliver added value and personalized attention to each of our clients.
Independence
We implement measures to ensure impartial decision-making while avoiding conflicts of interest. We believe that discretion and information protection of information are fundamental to build and maintain trust.
Excellence
We are continually dedicated to achieving and maintaining the highest standards of quality across all our areas. Our focus remains on the ongoing pursuit of for improvements, striving for exceptional performance.