BBVA Global Wealth Advisors (BBVA GWA), a registered investment advisor managing approximately $1.7 billion in client assets, recently announced the selection of SS&C Black Diamond Wealth Solutions as its primary platform to support its next phase of growth and further enhance the client experience, according to a press release.
Based in Miami, BBVA GWA serves a global client base, focusing on non-U.S. individuals investing in the United States. The firm offers investment management and advisory solutions in a dynamic and highly regulated financial market. The firm’s approach centers on a personalized investment process that guides clients through each stage of the investment cycle, from goal setting and strategy design to portfolio implementation and ongoing monitoring.
The choice of Black Diamond supports BBVA GWA’s ongoing expansion initiatives following the divestment of its parent company’s retail banking operations in the U.S. The firm plans to add approximately 10 advisors by the end of the year.
Black Diamond provides an integrated suite of capabilities, including portfolio performance reporting, a client portal, rebalancing and trading, CRM, and document management. BBVA GWA uses Black Diamond to unify workflows and deliver a more connected, high-touch client experience.
“Everything we do starts with understanding our clients—their goals, their ambitions, and the path they want to take,” said Humberto García, CEO of BBVA GWA. “As we continue to grow, we need technology that supports that level of personalization while allowing us to scale efficiently. Black Diamond provides us with the flexibility to offer a more tailored experience rather than a standardized one,” he concluded in the press release.
Steve Leivent, Senior Vice President and Co-General Manager of SS&C Wealth & Investment Technologies, noted: “Today’s clients expect a seamless experience that reflects both the sophistication of global markets and the personal nature of their financial goals.” He added, “Our integrated platform enables firms like BBVA GWA to quickly deliver more refined, tailored solutions that meet the unique needs of each client, all while maintaining high standards of transparency and service.”
