Pablo Matte R. Email & Phone Number

Miami, Florida. Usa

As the CEO and Principal at SURA Investments, I lead the organization’s strategic direction, focusing on driving growth and expanding our market presence. I oversee all aspects of investment advisory services, ensuring that our offerings align with client needs and market trends. My role involves steering the company through complex market conditions, optimizing investment strategies, and fostering a culture of innovation and excellence. Under my leadership, SURA Investments has expanded its client base and solidified its reputation as a leading investment advisory firm.

Santiago, Chile

In this role, I was responsible for leading the client's investments recomendations, and product strategy for SURA Investments.I oversaw the investment recommendations process for clients, including local and offshore portfolios for discretionary portfolio management.I also led the trading desk for the brokerage unit, including Local Equities, FX, and International Markets, as well as the Distribution Desk. Additionally, I oversaw the creation and maintenance of Wealth Management products, such as Mutual Funds, Investment Funds (public and private markets), Insurance, Local Equities, Foreign Investments, and Portfolio Management.My leadership in these areas ensured the consistent delivery of high-quality financial products and services to our clients.

Santiago, Chile

As Vice President, I was instrumental in the development and maintenance of Wealth Management products, including Investment Funds, Insurance Productos, Equities, ETFs, and Portfolio Management services.I was also responsible for constructing portfolio models for discretionary portfolio management and overseeing the trading desk, including Local Markets, International Markets, and FX. One of my significant achievements was the successful implementation of the offshore investments platform through Pershing, which enhanced our brokerage services for clients.

Santiago, Chile

Head of trading desk (local equities and FX)Model portfolios for retail clients.

Santiago, Chile

At BBVA Chile, I specialized in servicing Institutional Clients, including pension funds, investment companies, insurance companies, and family offices.I managed the execution of local equity orders and generated trading ideas for our clients. I also played a key role in attracting new clients to our institutional portfolio, increasing transaction volumes and revenue year over year.

Institutional Clients Sales Trader (Pension Funds, Investment Companies, Insurance Companies).Chilean ADRs arbitrage.

In this role, I was responsible for meeting the budget for Local Equities, and collaborating with the senior management to define and implement procedures, limits, and attributions.I actively participated in developing commercial strategies alongside the Commercial Management team and supported the sales force in managing both equity and other financial products offered by the brokerage. My leadership led to a 150% achievement of the 2009 Equity Income Budget and a 120% increase in average transaction volumes.

At EuroAmerica, I was responsible for ADR arbitrage, eliminating price differences between Chilean stocks traded in New York.I also supported institutional client services, including investment companies and insurance companies. My achievements included meeting 130% of the arbitrage budget in 2008 and 100% in 2007.

In this role, I executed both international fixed income and equities operations, and actively participated in Investment Committees. I also supported the sales force in portfolio construction for clients and served as the Compliance Officer. I successfully established procedure manuals for the International Area and implemented a new platform for managing International Investments.