Bank / Wealth / Trust

Updated:

Inversiones Security

Inversiones Security was established as the investment-management division of Grupo Security, the Santiago-listed financial-services group whose roots trace...

Inversiones Security logo

Inversiones Security

Inversiones Security was established as the investment-management division of Grupo Security, the Santiago-listed financial-services group whose roots trace back to a 1991 insurance partnership. The firm provides discretionary portfolio management and financial-development services, drawing its client base from the parent group's banking, insurance, and wealth-advisory ecosystems. Its mandate rests on preserving and compounding Chilean peso-denominated wealth. The firm structures client capital across three primary channels: a large core allocation to Chilean sovereign and corporate fixed income, a growing real-asset book focused on Santiago commercial properties, and selective private-capital commitments that tap Andean-region mid-market managers. Grupo Security's consolidated financials reference an investment portfolio that includes funds managed by third-party Chilean general partners, suggesting Inversiones Security plays a gatekeeper role in allocating to local private equity and private debt strategies. Team scale is not publicly broken out from Grupo Security's broader workforce, though the group employs over 3,000 people across banking, insurance, and asset management. Inversiones Security operates from Grupo Security's headquarters in the Las Condes district of Santiago. The firm's proximity to the parent's corporate-banking relationships and insurance float provides a captive distribution channel uncommon among standalone Chilean wealth managers. Its structural differentiator is the integrated conglomerate balance sheet. Unlike independent Chilean RIAs that rely entirely on third-party distribution, Inversiones Security can originate credit, warehouse assets on the bank's book, and co-invest alongside the group's insurance arm, creating an internal capital-recycling engine that pure-play managers cannot replicate.

General information

Firm type

Bank / Wealth / Trust

Year founded

AUM

Undisclosed

Location

Region

Latin America

Country

Chile

City

Santiago

Corporate office

Santiago, Chile

Frequently asked questions

How is Inversiones Security related to Grupo Security?

Inversiones Security is the dedicated investment-management division of Grupo Security, a Chilean financial conglomerate listed on the Santiago Stock Exchange. The parent encompasses banking, insurance, and wealth-advisory businesses. This structure gives Inversiones Security direct access to the group's client base and balance sheet.

What asset classes does Inversiones Security primarily allocate to?

The firm concentrates on Chilean fixed income — both sovereign and corporate paper — as its foundational allocation. It also deploys capital into Santiago commercial real estate and makes selective commitments to private-equity and private-debt funds managed by third-party general partners active in the Andean region.

Does Inversiones Security manage capital for external clients?

Yes. The firm manages discretionary portfolios for institutional and high-net-worth clients. Distribution is largely captive, drawing from the wealth-management and private-banking channels of its parent, Grupo Security.

Does the firm invest outside Chile?

Inversiones Security's investing activity is predominantly domestic, concentrated in Chilean peso-denominated assets and Santiago real estate. Its private-capital commitments occasionally extend to mid-market managers pursuing opportunities across the broader Andean region.

What differentiates Inversiones Security from independent Chilean wealth managers?

Its backing by a listed financial conglomerate provides structural advantages that independent managers lack: the ability to originate credit through the parent's banking arm, warehouse assets on the group balance sheet, and co-invest alongside an affiliated insurance company's general account.

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