Generations of Trust, A Future of Opportunity.
Constantino Financial Group was founded on a vision of a more personal, strategic, and objective client relationship. We are an independent, owner-managed firm, free from institutional influence, allowing us to serve as your dedicated advocate.
Our focused approach ensures the seamless coordination of your entire financial world, freeing you to focus on your business, your family, and your life's passions. Rooted in a commitment to forward-thinking and complete discretion, we act as objective stewards of your financial future.
Our History
The firm, now Constantino Financial Group, was established in 2011 by Roberto Daniel Agosti, an international banker with profound experience in wealth management and the structuring of sophisticated financial solutions.
Inspired by a commitment to forward-thinking, simplicity, and independence, the firm was created to represent clients’ interests with complete objectivity and discretion. This foundation allows us to build relationships that not only meet immediate needs but endure for generations.
The company is authorised and regulated by FINMA (the Swiss Financial Market Supervisory Authority).
Our Global Network
We collaborate with a select group of longstanding partners to provide the full spectrum of services our clients require. These trusted relationships grant us access to best-in-class products and highly specialized expertise. Through this global network, we deliver integrated and tailored wealth solutions that span investment management, strategic consulting, administration, and cross-border succession planning.
Board of Directors
A seasoned international investment advisor with over four decades of experience in global wealth management. He began his career with Citibank N.A. in New York, later holding senior leadership positions across the U.S., Latin America, and Europe. His responsibilities spanned investment advisory, private banking strategy, and cross-border client coverage, notably as Head of Private Banking for Latin America at Citigroup.
Roberto holds a Master of Science in Industrial Engineering and Finance from Columbia University and completed executive studies at Harvard Business School.
Chairman