“DBS helped us migrate our treasury to an investment solution with better liquidity and risk control. Daily visibility and detailed reports have been key to supporting board-level decision-making.”
Teresa Venanda
CFO, Grupo Montclair“The advisory team was transparent about costs and risks. They designed a personalized wealth strategy for my family that we can easily monitor and measure through their platform.”
Rogelio Fernández
Private Client“For our educational fund, DBS implemented a clear investment policy and quarterly auditable reports. Governance has significantly improved without complicating operations.”
Michelle Jesino
Portfolio Manager, Fundación Horizonte“We transferred positions in less than a week. Support answered every question and set up dashboards with the KPIs we monitor in our finance committee.”
Jorge Williamson
COO, Aster Labs“As an entrepreneur, I wanted to invest gradually and understand risk exposure. With the DBS app and monthly advisory sessions, I now have a diversified portfolio I can track with confidence.”
Lina Pizón
Founder, Casa Nativa“After retirement, I needed predictable income streams. DBS structured a mix of bonds and ETFs aligned with my profile and goals; quarterly reviews give me complete peace of mind.”