inCadense and LarrainVial Partner to Expand Managed Account Infrastructure Across Latin America

Quick Summary

inCadense and LarrainVial have partnered to deliver international managed account infrastructure across Latin America and U.S. Offshore markets. Through inCadense's iTAMP® platform, regional wealth managers gain scalable access to SMAs, UMAs, multi-currency trading, and multi-custody capabilities to transition toward fee-based advisory models.

How Does International Managed Account Infrastructure Solve Latin American Wealth Management Challenges?

Latin American wealth management is undergoing a structural shift from transactional brokerage toward fee-based, portfolio-led advisory models. Implementing robust international managed account infrastructure allows regional financial institutions to cross borders effortlessly while navigating complex cross-jurisdictional rules. Financial advisors in local markets frequently contend with fragmented operating frameworks across disparate custodians, diverse fiat currencies, and multi-asset structures.

By leveraging inCadense’s digital International Turnkey Asset Management Platform (iTAMP®), wealth and asset managers operate under a single unified architecture. Key operational benefits provided by this infrastructure include:

• Multi-currency and multi-custody portfolio implementation across regional and offshore books.
• Automated portfolio rebalancing and trade execution tailored to varying international tax structures.
• Seamless integration of global products such as UCITS, foreign ordinary shares, ETFs, and private market alternatives.

What Capabilities Does the iTAMP Platform Provide to Regional Intermediaries?

Open-architecture wealth technology enables firms to deliver custom Separately Managed Accounts (SMAs) and Unified Managed Accounts (UMAs) directly to high-net-worth clients. By consolidating strategy delivery, model management, and reporting into one framework, advisors drastically reduce back-office complexity while scaling advisory services across local LATAM jurisdictions and U.S. Offshore channels.

"Latin America is moving toward a more global, advisory-led wealth management model, and that evolution requires infrastructure capable of supporting it," said Andrés Bulnes, Partner and Global Head of Distribution at LarrainVial. "inCadense brings an international managed account architecture designed for the realities of these markets — multiple custodians, currencies, investment structures and jurisdictions. We see a significant opportunity to work together to bring new capabilities to our clients and partners across Latin America and the Offshore market."

"Many of the next opportunities in Latin American wealth management are infrastructure challenges as much as they are investment-product challenges. Managers need a way to move strategies across borders. Wealth firms need scalable SMA and UMA capabilities. Advisors need greater flexibility across currencies, custodians and investment structures. Bringing LarrainVial's market reach together with inCadense's international managed account infrastructure gives us an opportunity to address those needs and bring new solutions to the region."

Why Is Distribution Strategy Critical for Offshore Wealth Growth?

Third-party asset distribution serves as a vital bridge between global asset managers and local wealth intermediaries. Combining extensive regional footprint with specialized operational technology allows investment managers to distribute models smoothly into previously difficult-to-reach wealth channels.

"LarrainVial is a market leader in Latin America and has built one of the region's most impressive financial platforms, with capabilities spanning distribution, asset management and wealth management," said A.J. Harper, Managing Partner and Co-Founder of inCadense. "What stands out is their deep commitment to bringing new investment solutions to market and their ability to reach clients across both local and offshore channels. We are extremely pleased to work with the LarrainVial team to expand the infrastructure supporting fee-based advice, managed accounts and global investment capabilities throughout the region."

FF NEWS TAKE:

The Latin American wealth management sector has long suffered from cross-border fragmentation and legacy tech friction. As wealthy clients in emerging markets seek international diversification, turnkey international managed account infrastructure is becoming non-negotiable. Institutional distribution partnerships like this prove that global custody connectivity and multi-currency UMA technology will define the next phase of LATAM wealth digitization, forcing legacy brokerages to modernize or lose market share to agile advisory-led models.