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Case Study
How Masttro Enhances The Wealth Manager Ecosystem
Discover how Masttro helps wealth managers like Sergio Guerrero streamline complex portfolios, reduce risk, and deliver superior client value.
After many years of experience as a private banker at Santander and then JP Morgan, Sergio Guerrero switched to wealth management and set up a private multi-family office in 2020.
His in-depth understanding of how private banks operate helped inform his approach to working with his ultra-high-net-worth clients, notably where he could add value in areas where private banks under delivered.
A large part of those shortcomings were in aggregating data and providing tools to manage complex portfolios of both public and private asset classes in different regions.
“I was a private banker for most of my life, so it’s been a nice transition from the sell side to the buy side,” said Sergio. “Masttro has been very helpful in helping me to aggregate all the assets and have a good picture of what our returns have been.”
Aggregating Assets Across Multiple Jurisdictions Provides Clients With A Better Understanding of Risk And Volatility
Sergio’s clients have a mix of fixed income equity, private equity and substantial real estate assets, holding accounts with private banks in the United States, Europe and Mexico, so when investigating what wealth management platform to implement, Masttro stood out for its ability to work across multiple jurisdictions.
Beyond this, Masttro’s ability to centralize all wealth data and provide a holistic view of an estate structure allow both Sergio and clients to easily understand their portfolio risk and get more from the banks, while also knowing what products to ignore.
“Clients are always asking for ideas on how to improve their returns without adding volatility or risk,” said Sergio. “But sometimes as a banker, it’s pretty difficult to be neutral or stay on the side of the client, to not just sell products, so one of the main challenges we always have is this balance between what the bank wants and what the client really needs.”
“Masttro has been very helpful in helping aggregate all the assets and have a good picture of what our returns have been.”
Sergio Guerrero
Founder, Multi-Family Office
“I think Masttro helps bring focus to where the money is and what the returns are,” said Sergio, adding, “It helps clients get more educated in terms of financial markets, products, instruments and what the banks do right.”
Software That Brings Visibility and Efficiency Across the Wealth Management Ecosystem
Sergio notes that the accessibility and visibility that Masttro brings adds long term value, not just to his relationship with clients and banks, but in expanding his clients’ knowledge of the wealth management industry.
Understanding where the banks can and can’t bring value is a recurring theme. While Sergio explains how Masttro helps clients compare bank profitability, explore risk returns and other comparative areas, it can also motivate better service from the banks themselves.
“Just because an account has been with a bank for 30 years, you don’t have to get attached to that bank,” said Sergio. ”If it is not providing you with good ideas and a good service, you have to move on.”
Masttro Supports Daily Operations, Improves Client Focus
From the initial implementation through to the daily use of the platform, Sergio notes the seamless integration of Masttro into his operations, and how it helps his clients focus.
“It’s a very friendly platform. It’s very easy to set up, it’s very easy to access anytime. I can look at it on my cell, my laptop, and when clients ask questions I can answer immediately, so It makes my life a lot easier.”
“Masttro has helped clients focus on the big picture. Where are we making the money? Where are we losing the money? Which banks are doing well? Which banks are not doing well?”
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