Claudia Hermosa, MBA

Private Wealth Advisor

Claudia has over 15 years in the Financial Service Industry, 10 of which are in international financial planning, with a lengthy background in helping HNW individuals globally to achieve their financial goals.

She is one of AHR’s Private Wealth Advisers and she specialises in delivering holistic, independent financial advice to Spanish-speaking individuals globally.

Claudia started her Financial Planning career with Scotiabank in Canada as a Financial Advisor, progressing through the Private Banking division, where she worked exclusively with High Net Worth clients.

She coordinates all aspects of her client’s financial picture, covering investments, taxes, estate planning, family protection, and wealth creation, to make sure her clients get the comprehensive wealth management solution they deserved.

Claudia offers proactive and dynamic advice that is tailor-made to each client. Her expertise largely revolves around tax-efficient structures and inheritance tax planning for Spanish and Latin American individuals.

Areas of Expertise

• Retirement Planning

• Inheritance Tax Planning

• Succession Planning

• Tax Planning

• Wealth Management

• Investment Portfolio Management

• International Savings & Investment Options

• Private Banking Advice

• Insurance & Family Protection

• Education Fee Advice & Planning

• Private Client Wealth and Estate Planning

Qualifications & Awards

CFP (Certified Financial Planner)

MBA

Regions Covered

South America

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Contact Number

LinkedIn Profile

Recognition

I met Claudia 6 months ago and been working together in several financial and wealth advisory services. She is very efficient, responsive and customer oriented securing great customer needs and centricity capabilities. Always willing to explore best possible alternatives. Creative thinker with... Read Full Quote

Eliseo Barcas

19/02/2023

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I have been working with Claudia already 1 year ago. She is an excellent professional and always pending to attend her clients with excellent advises and dedication.

I highly recommend her as an Economical Advisor

Julio Cervantes

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Claudia’s financial management had a significant impact on my life and family. She’s very knowledgeable charismatic and strategic. Her approach is precise, and she’s always looking for solutions while mitigating risks that could impact the recommendation. I highly recommend her to anyone... Read Full Quote

Ana Jessica Camborda

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I have great support with Claudia for choosing a leading wealth manager in the market. She has been a great help in selecting portfolios, changing portfolio settings, and having good financial planning.

Carlos Bernal

09/02/2022

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Muy satisfecho y contento con el servicio y producto proporcionado por Claudia. Excelente apoyo, seguimiento y disponibilidad no solo para aclarar dudas, sino también para encontrar la mejor alternativa adaptada a tus necesidades. Recomendada al 100%

Jose Ramirez

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