We are a personalized Family Office highly skilled in wealth management and financial advisory. We nourish a direct, real-time personal relationship with each of our clients.
Our added value is the experience and professional trajectory of our team, in addition to access to the highest-level international banking, seeking to offer security, profitability, and growth of your assets.
The past provides perspective.
The future inspires opportunity.
The founding partners and Directors of Coll, Kränzlin & Cie. are Evelyne Kränzlin and Gustavo Coll. Both are successful Portfolio Managers with more than 35 years of professional experience in Private Banking regionally, based in Uruguay, and internationally, having held senior management and responsibility roles at renowned Swiss banking institutions.
Both operating as independent consultants for decades now they are partners with leading international banks in Switzerland and the United States.
Evelyne Kränzlin (Switzerland) co-founded the Representative Office in Uruguay of Swiss Bank Corporation in 1989 where she worked until 1998. That year SBC and UBS merged. She held the position of representative of UBS in Uruguay until she left in 2007. She then was appointed Representative of Dexia Private Bank in Uruguay. In 2009 she started her independent activity and founded Coll, Kränzlin & Cie., expanding it further in 2014 by founding Coll, Kränzlin & Cie. International. She is a graduate of the ORT University of Uruguay. She has been a member of the Uruguayan Chamber of Investment Advisors and Portfolio Managers (CAIU) since its foundation.
Gustavo Coll (Uruguay) began his career in Private Banking in 1984 at Banque Privée E. de Rothschild in Montevideo. After serving in Senior Management positions, he was appointed Representative in Uruguay until 2007. That year he switched to Dexia Private Bank and was appointed Representative for the bank in Uruguay. In 2009 he began his independent activity by founding Coll, Kränzlin & Cie. In 2014 he further expanded the company by founding Coll, Kränzlin & Cie. International. He is a graduate of the ORT University of Uruguay and of the Swiss Financial Asset Management and Engineering Institution (FAME). He is the former president and co-founder of the Chamber of Investment Advisors and Portfolio Managers of Uruguay (CAIU), currently serving as his Vice President.
Licenses and authorizations of the Central Bank of Uruguay
The CKC Group consists of two independent firms: Coll, Kränzlin & Cie. S.A. for clients domiciled in Uruguay, and Coll, Kränzlin & Cie. International S.A. for clients who do not reside in Uruguay. Both firms have Portfolio Manager licenses approved by the Uruguayan Central Bank (BCU) and are regulated and supervised by the Financial Superintendence of BCU.
The CKC Group operates in Uruguay developing its activity in two dimensions articulated in accordance with current regulations:
A company that provides services to clients domiciled in Uruguay, with offices in Montevideo – Carrasco.
With offices at Zonamerica, a free zone near the International Airport of Montevideo, this company provides services to clients who reside outside of Uruguay.
CKC Communication Change of License
CKCI Communication License Change
Both firms are authorized and regulated by the Central Bank of Uruguay, in accordance with current regulations and are managed by Gustavo Coll and Evelyne Kränzlin.
With extensive experience in international financial services, we foster a common culture focused on transparency, experience, and quality to guarantee the best results for our clients.
“Understanding the nature of changes is today’s challenge. They offer opportunities.”
Evelyne Kränzlin
Founding Partner
“Predicting the future is impossible, but being prepared makes the difference between winning and losing.”
Gustavo Coll
Founding Partner
High value-added financial services
We take a holistic financial advisory approach and guide our customers towards a tailor-made investment profile. With this as a foundation, we can select appropriate financial instruments and define suitable objectives. Together with our customers, we then analyze potential investment scenarios and their respective risks and returns on investment.
Family and heritage planning in the medium- and long-term take a central role when selecting the individual strategy and are core elements of our framework. Our services are based on a robust professional education and a great deal of experience gained over 35 years of uninterrupted professional practice.
Regulatory framework and powers
Our company and framework for financial advisory and wealth management services are constantly evolving and adapting due to the norms, regulations, laws, conventions, and guidelines adjustments updating locally and internationally regularly. All of these changes imply new responsibilities for Advisors, Banks, and Investors alike.
A professional financial boutique, with international experience
Our work is based on an extensive network of relationships both in Uruguay and abroad, generated over more than three decades of professional experience in the Private Banking business.
It is a rule at the CKC Group to have a personal interview with each client. We do not carry out any activity without first meeting our clients personally. This way of doing Private Banking allows us a consensual choice of the most appropriate Asset Diversification for the needs of each client.
Frequent questions
Does the CKC Group work with Banks?
The CKC Group works together with a selection of banks in Switzerland and the United States. Through us, our customers have instant access to their accounts and investments, allowing them to follow step by step the evolution of stocks, bonds, funds, and all kinds of assets.
What type of banks do you work with?
The CKC Group has nourished long-term relationships with first-class banks in Europe and the United States. Our goal is to open a personal bank account for our clients that belongs to them. We do not open shared accounts and these accounts cannot be transferable. The CKC Group manages these accounts.
Do you hold money in custody?
The CKC Group and its entities are not authorized to receive or take money, deposits, or securities into custody. Our client’s assets are kept at authorized entities abroad using personal accounts. Thanks to the strategic alliances we have with international banks in Europe and the United States, we can provide our customers with direct access to these institutions.
Do I have to reside in Uruguay?
No. Through Coll, Kränzlin & Cie. International we comply with the regulatory framework of the Central Bank of Uruguay and offer a structure to provide financial advisory for non-resident clients.