Last updated: 09:43 / Tuesday, 2 January 2018
In Miami and NY

Philip Carey and Karim Aryeh Launch New RIA: Lloyd Crescendo Advisors

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Philip Carey and Karim Aryeh Launch New RIA: Lloyd Crescendo Advisors

Located at 1450 Brickell Ave in Miami, Lloyd Crescendo Advisors arrives in the financial capital of Latin America to bring a traditional Swiss approach in wealth management. Philip Carey is the CEO, and Karim Aryeh is the CIO, both well-known professionals in Miami.

This newly formed Registered Investment Advisor was born of expertise from Lloyd Capital and Crescendo Capital, two Swiss-based firms. The headquarters of the firm and the wealth management business will be in Miami, while the asset management division will be run out of their New York office.

“Our advice is personal, independent and forward-thinking” – Karim Aryeh. Lloyd Crescendo Advisors will be focusing on bringing global diversification to its investors though the use of traditional, alternative and responsible investments. As part of their alterative offering, they will be focusing on private debt, hedge funds and real estate investments, while their responsible investments will incorporate environmental, social and governance criteria and seek out impact investments.

“We help clients align their investments with their values”- Philip Carey. Lloyd Crescendo Advisors will be looking to serve families all over Latin-America as well as domestic US HNWIs.

The CEO, Philip Carey has over 23 years of experience in the global wealth management industry between New York, London and Geneva. He started his career in Coutts from 1994 to 2001. Later, he worked as Director at Barclays Wealth & Investment Management from 2001 to 2005. Philip was Senior Private Banker at HSBC Private Bank from 2005 to 2011 when he left to start his own RIA in Switzerland: Lloyd Capital LLC.

Karim Aryeh, whom will actively manage the investments, brings more than 15 years of experience in the wealth management industry advising HNWI’s in Latin America and institutional clients. His career has taken him from New York to Geneva, and for the past 7 years, Karim has been based in Miami. He worked in UBS Wealth Management between 2002 and 2011 as Senior Investment Consultant and in Santander Private Bank from 2011 to 2016 as Senior Portfolio Advisor and Team Leader. Karim is a CFA Charterholder. He earned the CAIA Charter in 2006 and is a Co-Founder and Executive Member of CAIA Miami. 
 

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