Allié Family Office

Allié Family Office

Allié Family Office was founded in 2016 by Bruno Ghio, the former Regional Head of the Family Office at Banco de Crédito del Perú (BCP) and an Executive Director at J.P. Morgan Private Banking in New York. The firm is headquartered in Miami with a second office in Lima, reflecting its core mandate: cross-border wealth structuring for Latin American business families whose assets frequently span both jurisdictions. Ghio assembled a team drawn heavily from BCP, Credicorp and Morgan Stanley Private Wealth Management — a cohort that had already spent a decade running portfolios and family governance for Peru’s largest financial group. The firm manages a multi-asset mandate that spans direct co-investments and SPVs, private equity funds and direct real estate holdings. Public-markets portfolios, structured through segregated accounts and mutual-fund allocations, sit alongside the private book. Geography is concentrated in North America and South America, with an explicit tilt toward opportunities accessible through the principals’ Peruvian and US networks. The team holds CFA, FRM, CAIA and CESGA certifications; senior members previously sat on — or chaired — the investment committees of AFP Prima, Pacífico Seguros and Credifondo, which means the portfolio-construction process inherits institutional committee discipline rather than a founder’s single-lens view. The firm lists ten investment and advisory professionals on its website, led by Ghio and Partners José Larrabure and Andrés Bayly. Larrabure previously managed investment portfolios at Prima AFP and BCP’s international mutual-fund division, while Bayly ran a proprietary Latin American equity fund after serving as an associate in Morgan Stanley’s Private Wealth Management group in New York and Miami. The group operates a dedicated succession-education program for next-generation heirs, which sits alongside its core portfolio-management and tax-coordination services. Bruno Ghio served as President of CFA Society Peru from 2020 to 2022, deepening the firm’s ties to Peru’s institutional investment community. Allié’s architecture is unusual for a multi-family office of its size: it is a fully independent partnership with no distribution agreement, no retrocession model and no bank balance sheet behind it. The team’s entire senior bench moved out of large private-banking platforms to build a fiduciary shop that explicitly markets the absence of product-placement conflicts. That structural independence — combined with the Credicorp-ecosystem sourcing advantage — makes the firm function less like an aggregator of wealthy families and more like an outsourced family-office infrastructure for a concentrated group of Peruvian and Latin American principals.