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Intelligent wealth management
for families who expect more

The Opportunity

Markets have grown more volatile. Traditional approaches struggle where AI-driven models thrive.

Stellion keeps the best of private banking and leaves the rest behind: no product sales, no commissions, no opinions without data. Our own AI tools and a disciplined macro and asset-allocation regime guide every portfolio, invested mainly in low-cost passive indexes, with a few carefully selected stocks. Experienced bankers make every final decision, and your assets stay in your name, at the banks you choose.

See how we invest

Smart decisions
give you time back.

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Smart decisions
give you time back.

Our Numbers

Built by private bankers. Powered by AI. Designed to protect and grow the wealth of Latin America's most discerning families.

We know private banking from the inside: Santander, Deutsche Bank, Julius Baer, UBS. We kept what works and rebuilt the rest with our own AI, built with David Marcos, Julius Baer’s former head of machine learning. It reads every account, every market and every portfolio’s risk, every day, so our bankers spend their time on what matters: your family. One transparent fee, and no commissions from anyone else.

Meet the team

650+

Million AUM

40+

Client Families

Offices: Cayman head office, representative offices in Buenos Aires and Madrid.

24/7

Your portfolio and AI assistant, on web and mobile device.

Investment Management

Bespoke investment portfolios for entrepreneurs and high-net-worth families — powered by institutional research and AI-driven analytics.

We invest mainly through low-cost passive indexes, plus a small number of carefully selected stocks. Your family stays invested through every cycle, while our AI-powered macro regime adjusts the mix across seven asset classes as conditions change, always within the limits you sign. Lower costs. Disciplined risk. Time on your side.

Cash & Equivalents

Treasury bills and money market funds, so cash is ready and still earning.

Fixed Income

Government, corporate and emerging-market bonds.

Equities

A low-cost core of broad index funds, plus a few selected stocks.

Commodities

Gold, miners and other commodities, which often move differently from stocks and bonds.

Alternatives

Private equity, private credit, hedge funds, managed futures and structured notes.

Real Assets

Property and other real assets, direct or through funds.

Digital Assets

Bitcoin, Ether and tokenized assets, always within the cap your family sets.

Rigorous risk management, powered by AI and real-time data, anchors our investment process to help protect your capital.

AI Powered Stress Testing

We test every portfolio against five market crises before they happen.

Portfolio Risk Limits

Every investment is checked against the risk limits your family agreed with us.

Diversification Analysis

We measure how concentrated a portfolio is, and what it’s missing.

Company Research

Before we invest, we check each company’s financial strength, bankruptcy risk and what it’s really worth.

Same Day Alerts

If a position breaks a limit or shows stress, your advisor knows the same day.

Safe Custody

Your assets stay in your own name, at leading global banks. We advise. We never hold your money.

Family Office

One team for everything your family’s wealth needs.

Investing is only part of the picture. We also look after your banks, your cash and your succession plans, and we work with the lawyers and tax advisors you already trust.

Wealth & Banking

Most families we serve bank in two or three countries. We deal with those banks for you and keep everything in order. We also plan your cash, so money is there when you need it, in the right currency, while the rest keeps working.

What's included

One advisor for all your banks
Help opening accounts and managing bank relationships
Cash flow and liquidity planning
Every account invested and kept in balance through our 7-class investment system.
Every account, at every bank, in one app

Schedule a consultation

How we work

01
We listen.
A first conversation, in person or by video. We learn about your family, your goals, your worries and how much risk you’re comfortable with. No cost, no commitment.
02
We build.
Your goals, risk limits, investment strategy and our fee go in writing, and you sign off before anything is invested.
03
We stay close.
Your portfolio is built at the banks you choose, in your own name, and every account connects to the Stellion app.
04
We review.
One dedicated advisor you reach directly on WhatsApp or email, in English or Spanish. You get same-day alerts if something needs attention, and regular reviews to keep the plan in step with your life.

What you receive

Your whole portfolio, every bank, in one app (web and mobile)
Consolidated reports across all your banks
Same-day alerts when something needs your attention
Review meetings with your advisor, monthly
Stellion Research and our market commentary
A direct line to your advisor on WhatsApp
Service in English and Spanish
One transparent fee, no commissions
Your AI assistant, 24/7

Proprietary Technology. Before the output, the process.

We built our own AI platform. It reads every account at every bank, tracks the forces that move markets, stress-tests every portfolio and answers your questions in plain language, in English or Spanish. Prices update through the trading day. It makes our bankers sharper; it never replaces them.

The Foundation

Three kinds of data. One platform.
Everything we show you starts from professional market data and your own bank statements, checked before we use them.

Market Data

Decades of history, live prices through the trading day, and market news scored for what matters.

Your Bank Data

Statements from every bank you use, read and double-checked, so the numbers you see match your banks.

Private by Design

Only you and your advisor see your portfolio. Your data is never sold, and never used to train outside AI.

Stellion Core

One platform.
Human-friendly intelligence dashboards to make decisions.

Portfolio Performance

Everything you own. One number.

Four banks. Three currencies. Twelve statements a year. One answer. Portfolio Performance takes every account a family holds and resolves it into a single figure, recalculated every day. A week, a quarter, a year, the entire record — the shape of a fortune, in one line. It is the question no single custodian can answer. Now it takes a glance.

Risk Monitor

See it before the price does.

Large institutions rarely move quietly. Risk Monitor watches the options market around every position we hold and flags what does not belong — heavy put buying, positioning that contradicts the story. Every holding sits in one of four states: normal, monitoring, warning, breach. Most days it says nothing at all. The days it speaks are the ones that matter.

Macro View

The weather, read every week.

Inflation, the Fed, interest rates, the yield curve, credit stress and the dollar: our warning lights track the forces that move markets and tell your advisor when the weather changes. Every Sunday it comes together in one brief: what changed, what to watch, and whether the seat belt is on.

Cycle Navigator

Know which season you are in.

Markets move in four phases. Greed, when protection is cheap and nobody wants it. Transition, when the hedges begin to pay. Fear, when the temptation is to buy too early. Recovery, when conviction is finally rewarded. Cycle Navigator names the phase, says how long it has lasted, and sets out what that phase asks of a portfolio. It also watches for the turn — so a change of season is something you act on, not something you read about afterwards.

AI Assistant

Ask your portfolio anything.

How much do I hold at each bank? What changed this month? Ask in plain language, in English or Spanish. Answers come from your own holdings, and you only see your own family. It can suggest ideas to discuss with your advisor, but it never buys or sells.

About Us

You entrust your wealth to people, not an algorithm.

Behind every decision is a person you know by name. Our founders have guided families through every major crisis since the 1990s. Today, we pair that experience with our own AI platform, which watches every portfolio, every day, so our time goes to what matters most: your family.

Faustino López Marcos

CEO & Co-Founder

20+ years in corporate and investment banking at Santander, Deutsche Bank and Julius Baer, in the US and Switzerland. Started as a bond trader and went on to manage multi-asset portfolios. Founded Stellion to give families a new edge: AI tools once reserved for the world’s largest institutions, guided by experienced bankers. Leads the firm and its technology platform.

Markus Gatta

CIO & Co-Founder

35+ years in global finance at Swiss Bank Corporation (now UBS) and Deutsche Bank. More than 25 years advising wealthy families and institutions, with a focus on preserving wealth across generations. Sets Stellion’s investment strategy and asset allocation, and writes the firm’s market commentary for clients.

David Marcos

Head of AI & Quantitative Research

10+ years in quantitative finance at Julius Baer, UBS and BlueCrest, most recently as Head of Data Analytics & Machine Learning at Julius Baer. Helped build the algorithms behind Stellion’s platform. MSc in Mathematical Finance (Oxford, with distinction). PhD in Theoretical Physics (Universidad Autónoma de Madrid, summa cum laude), with research published in Nature.

What drives us, from the people who lead it.