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)


Regions Covered

  • South America