WHO
WE ARE
We are
Agave Advisors.

We know.
It is what you do, not what you say, that really matters. And we cannot wait to show you what we can do.
In the meantime, please, allow us to introduce ourselves.

We are Agave Advisors.
At your service.
OUR
TEAM
Meet our top talent
ALEJANDRO
VILLAR BUENDÍA
Founder and President
With over 25 years of experience in the financial market as manager of discretionary portfolios of up to $ 1.4 billion, a background in the biggest firms and a specialization in the Mexican and Swiss markets, Alejandro founded Agave to take care of his clients upholding by the strictest standards he knows: his own.
LAURA
MERLINI
Member of the Board of Directors
Laura specializes in Alternative Investments, which she’s been following for 20 years, in financial education and corporate governance. She is currently the EMEA Managing Director at CAIA (Chartered Alternative Investment Analyst) Association, and brings all of her expertise to Agave as a member of the Board of Directors.
GIUSEPPE
BALLOCCHI
Member of the Board of Directors
An adjunct professor at the University of Lausanne, Giuseppe is an expert in risk management, derivative strategies and builds bridges between theory and practice. With a background ranging from Geneva’s CERN to big firms and institutions such as the CFA Institute, he brings to Agave his wealth of knowledge as a member of the Board of Directors.
PAUL
DE MONTMORIN
Senior Advisor
With over 20 years of experience in finance, strategy, and family wealth management gathered across New York, London, Dubai and Geneva, Paul helps Agave Advisors as member of the investment committee. Paul leverages a genuine multicultural background to deliver sound solutions.
OUR
VALUES
We live and work by our values, our guiding principles: five simple statements, five pillars upon which we have built our company. Because this is what we are. And with Agave Advisors, this is what you choose.
Reliability.
Reliability.
Professionalism.
Professionalism.
Integrity.
Integrity.
Flexibility.
Flexibility.
Independence.
Independence.

Always staying by your side in the management of your wealth, with 360° of support that is always client-centered and completely transparent.

Thanks to our twenty five-year expertise, we always offer concrete, efficient solutions even in the most complex scenarios.

Because we are dedicated to grow and manage your wealth, and to doing it the ethical way.

By virtue of a small, agile organization, we always tailor our services to your actual needs and preferences.

Capitalizing on our greater freedom to move on financial markets compared to Goliath-sized organizations, we can freely pursue your best interests each and every day.

OUR
MANIFESTO
The future is not written.
It is built.

It is built with dedication, skill and intelligence.
It is built by the way people choose to communicate, behave and live.
It is built with patience, talent and a bit of luck.
And most of all, it is built together.

This is what we believe.
Together, we can build the right future not only for you and for us,
but for everyone.

We believe in an ethical way to do business, a way that is designed to enrich both people and the planet.
We believe that we have the right expertise, the right tools.
The right people.
We believe we can make something great, together.

Come build the future with us.

OUR
PARTNERS
To achieve excellence, you need the right team. And we at Agave Advisors chose as our partners the very best that there are.
CLARITIS
Takes care of compliance and risk management, helping us focus on the financial side.
WEALTHARC
is our IT expert, with a data-driven wealth management platform that makes portfolio information easily and efficiently accessible for our clients.
CF COMPAGNIE FIDUCIAIRE
supports us with accounting, statutory, prudential and LEF audits, to ensure everything is always in order.
It is also thanks to their help and expertise that we are able to pursue our capital cause: our clients’ benefit.