BBVA Global Wealth Advisors has named Juan Carlos De Sousa as its new Head of Wealth Planning. The first announced the leadership change as an effort to strengthen its commitment to serving ultra-high-net-worth families with cross-border financial needs.
With more than 20 years of experience in global wealth structuring and estate planning, De Sousa brings another perspective to the role. He previously held leadership positions at CISA Latam and Amerant Bank, where he focused on developing strategies for international families.
At BBVA GWA, De Sousa will oversee a Wealth Planning service designed to act as a central coordination hub for UHNW families.
“I am excited to join the BBVA GWA team”, said Juan Carlos De Sousa. “Modern global families face a complex web of financial considerations. Our primary goal is to serve as a central resource, helping clients coordinate with their advisors all the pieces of their financial lives to build a cohesive, multigenerational plan”, he added.
While BBVA GWA’s Wealth Planners provide educational guidance and facilitate collaboration, they do not offer tax or legal advice. Instead, the firm refers clients to a network of independent professionals, referred to as “BBVA’s Allies”, who deliver specialized services directly to clients.
De Sousa’s appointment emphasizes BBVA GWA’s continued focus on offering a structure, client-centered framework for navigating the challenges of global wealth management.
