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Commitment
To Our Clients

At SunCapital, we focus on building strong and lasting relationships with our clients, based on a deep understanding of their needs. We are dedicated to delivering innovative and tailored financial solutions that maximize value for our clients in the dynamic world of Fixed Income and Structured Products.

Expert
Team

We have a highly qualified team with extensive experience in financial markets. Our team works collaboratively to ensure in-depth market analysis, efficient execution, and strategic advice. The collective experience and specialized knowledge of our team enable us to deliver cutting-edge financial solutions.

Trust and
Transparency

In a financial environment that demands precision and rigor, trust is essential. SunCapital stands out for its transparent and ethical approach to every transaction. We are committed to upholding high standards of integrity, ensuring that each client receives reliable service based on clear and verified data.

Executive Committe

Michel Genolet
Chairman – Partner

He holds a degree in Economics from the University of Lausanne (Ecole des HEC), Switzerland, and is a Certified Financial Planner (CFP). Michel began his career in 1995, holding several senior positions in private banking at Bank Darier, Hentsch & Cie, and Lombard Odier. He was primarily responsible for clients based in Europe and Latin America. In 2005, he joined Massena Group as a Partner and was responsible for opening the Geneva and Montevideo offices. The company was rebranded as SunPartners in 2015.

José Nicolás Barcia Alori
Managing Partner

With over 20 years of experience in financial markets, Nicolás has held roles such as Head of Trading at Discount Bank, Treasurer at Banque Heritage Uruguay, and Head of Trading and Private Banking at Biscayne Capital. He has extensive expertise in currency and securities trading, as well as portfolio and liquidity management.

Martin De Tomaso Bado
Director – Partner

He holds a degree in Business Administration from the Catholic University of Uruguay and an MBA from New York University. With over 20 years of experience in the banking sector, he has worked for ABN AMRO Bank Suisse S.A. (Geneva), ABN AMRO Bank S.A. (Uruguay), and ABN AMRO Bank, North America Inc. (Miami and New York), where he led the Latin America team. He also served at UBS AG, overseeing services and business development for UHNW clients in Argentina, Uruguay, and the Andean region.

Jean Jacques Bragard 
Director

He holds a Law degree with a postgraduate specialization in Business from the University of Montevideo and has participated in the Program of Instruction for Lawyers (P.I.L.) at Harvard University. With over 20 years of legal experience, he specializes in banking and capital markets. He has represented the Central Bank of Uruguay as legal counsel in international arbitration proceedings and has been proposed as an expert witness by the Uruguayan government. He is the founder of the law firm Bragard and a professor at the Faculty of Law in Uruguay.

Comité Ejecutivo

Michel Genolet
Chairman – Partner

He holds a degree in Economics from the University of Lausanne (Ecole des HEC), Switzerland, and is a Certified Financial Planner (CFP). Michel began his career in 1995, holding several senior positions in private banking at Bank Darier, Hentsch & Cie, and Lombard Odier. He was primarily responsible for clients based in Europe and Latin America. In 2005, he joined Massena Group as a Partner and was responsible for opening the Geneva and Montevideo offices. The company was rebranded as SunPartners in 2015.

José Nicolás Barcia Alori
Managing Director-Partner

With over 20 years of experience in financial markets, Nicolás has held roles such as Head of Trading at Discount Bank, Treasurer at Banque Heritage Uruguay, and Head of Trading and Private Banking at Biscayne Capital. He has extensive expertise in currency and securities trading, as well as portfolio and liquidity management.

Martin De Tomaso Bado
Director – Partner

He holds a degree in Business Administration from the Catholic University of Uruguay and an MBA from New York University. With over 20 years of experience in the banking sector, he has worked for ABN AMRO Bank Suisse S.A. (Geneva), ABN AMRO Bank S.A. (Uruguay), and ABN AMRO Bank, North America Inc. (Miami and New York), where he led the Latin America team. He also served at UBS AG, overseeing services and business development for UHNW clients in Argentina, Uruguay, and the Andean region.

Jean Jacques Bragard
Cooper – Director

He holds a Law degree with a postgraduate specialization in Business from the University of Montevideo and has participated in the Program of Instruction for Lawyers (P.I.L.) at Harvard University. With over 20 years of legal experience, he specializes in banking and capital markets. He has represented the Central Bank of Uruguay as legal counsel in international arbitration proceedings and has been proposed as an expert witness by the Uruguayan government. He is the founder of the law firm Bragard and a professor at the Faculty of Law in Uruguay.

Our Team

Research, Back Office
& Asset Management

Structured Products
& Fixed Income

Joseph Price

Wendi Young

Salvador Gari

Federico Barcia

Rodrigo García CFA

Jose Rios

Juan Manuel Patiño

Ignacio Cediel Gómez

Joaquin Pena

Felipe Diban Awad

Catalina Maisonnave CFA

Nicolás Rodríguez CFA

Maximiliano Silva CFA

Our Team

Our Numbers

+
0
200

Fixed Income
Counterparties

+
0
15

Structured Products
Issuers

+
0
120

Clients Wealth
Managers

+
0
130

Institutional
Clients

+
0
10

Presence
in Countries

Our Numbers

+
0
200

Fixed Income
Counterparties

+
0
15

Structured Products
Issuers

+
0
120

Clients Wealth
Managers

+
0
130

Institutional
Clients

+
0
10

Presence
in Countries

Fixed Income

Execution

Specialized Fixed Income Traders for different markets and segments

Over 200 counterparties and clients across Latin America.

We cover a wide range of bonds, including High Yield, Investment Grade, and Sovereign bonds, for both Emerging and Developed Markets.

Analysis and Ideas

Internally prepared Research, announcements of new issuances with detailed information and opinions. Identification of key market flows to capitalize on market trends and identify investment opportunities. Support in portfolio construction for clients.

Settlement

In direct contact with the custodian bank, our back office team manages every step of the settlement process through our clearing account at the Bank of New York.

Fixed Income

Structured
Products

Experience
and Dedication

Composed of analysts and a commercial team with over 15 years of experience in structured products, as well as an investment committee responsible for considering new ideas for clients.

Issuers

We have the flexibility to access the highest quality providers (from Europe and the United States) and select the most attractive ideas at the best available price.

Technology

We offer access to one of the most advanced platforms to monitor your portfolio of structured products and fixed income, with updated pricing as well as performance reports and trade documents.

Settlement

Our traders handle every aspect of the execution process, while our Back Office team oversees each step of the settlement process through our clearing account at the Bank of New York.

Products
Structured

Our
Platform

Objective

The platform aims to optimize user management of their positions in both structured products and fixed income. This is achieved through organizational tools and information that enable investors to make quicker decisions with a higher level of insight and a more comprehensive view of their portfolio.

Information

Designed to offer different levels of detail, the platform provides users with all relevant information in various formats and customizable options.

Quotation

Thanks to agreements with various providers, Sun Capital integrates the ability to quote different product formats from several top-tier issuers into the platform.

Monitoring

The platform allows users to track their investments in a detailed and consistent manner.

CRM

This is a tool that allows the registration and storage of information about investors, their interests and needs, and the interactions they have had with the company, with the aim of improving relationships and maximizing investment profitability.

Secondary Market

It functions as a marketplace where users can view all the notes we are issuing and access them in the secondary market.

Our
Platform

Objective

The platform aims to optimize user management of their positions in both structured products and fixed income. This is achieved through organizational tools and information that enable investors to make quicker decisions with a higher level of insight and a more comprehensive view of their portfolio.

Research

Daily
Ideas

Every day, our commercial and research team will send you ideas on notes and fixed income covering different sectors, allowing you to stay informed on the latest trends and make well-informed decisions for your clients.

Custom
Reports

We collaborate with you to develop ideas and create personalized reports featuring your company’s logo, ensuring that information is presented clearly and professionally to your clients.

Weekly
WRAP

Our weekly report provides the most relevant data and news from each sector and industry globally.

Work
Shop

We offer access to our analysts and experts to provide talks for your clients.

Research

Asset Management

At SunCapital, we have a dedicated asset management department, led by a team of experts with extensive experience. We have developed various investment strategies, including the balanced fund Golden Hind Prudent Opportunities, the high-quality credit debt fund SunCapital Global Static Corporate Bond 2026, and the Latin American high-yield fund SunCapital Latam High Yield Horizon 2029. Additionally, we have the capability to develop strategies defined by our clients, providing them with the appropriate vehicle for asset securitization, offering support throughout the process of structuring, management, and execution.

How to
Contact Us

SunCapital operates internationally. To contact us in the most efficient way, please select your country:

  • Panama

    Avenida de la Rotonda, Edificio Financial Park, Of.14B
    Ciudad de Panamá, Panamá

    Phone. +507 388 69 50 / 51
    Fax. +507 388 69 62

    econtact@sun-capitalvalores.com

  • Uruguay

    Dr. Luis Bonavita 1294, WTC Free Zone Torre 2 Oficina 1036
    11300, Montevideo, Uruguay.; Teléfono: 26262485

    Phone. +54 6262485

    econtact@sun-capitalvalores.com

How to
Contact Us

SunCapital operates internationally. To contact us in the most efficient way, please select your country:

  • Panama

    Avenida de la Rotonda
    Edificio Financial Park, Of.14B
    Ciudad de Panamá, Panamá

    Telf. +507 388 69 50 / 51
    Fax. +507 388 69 62

    econtact@sun-capitalvalores.com

  • Uruguay

    Dr. Luis Bonavita 1294, WTC Free Zone Torre 2 Oficina 1036
    11300, Montevideo, Uruguay.; Teléfono: 26262485

    Phone. +54 6262485

    econtact@sun-capitalvalores.com

Quienes Somos    Nuestro Equipo     Renta Fija     Productos Estructurados     Contacto

Sun Capital Valores S.A. cuenta con Licencia para operar como Casa de Valores. Entidad Regulada y Supervisada por la Superintendencia del Mercado de Valores de Panamá mediante Resolución N° 179-17 del 12 de abril de 2017.

Quienes Somos    Nuestro Equipo

 Renta Fija     Productos Estructurados

Contacto

Sun Capital Valores S.A. cuenta con Licencia para operar como Casa de Valores. Entidad Regulada y Supervisada por la Superintendencia del Mercado de Valores de Panamá y Uruguay mediante Resolución N° 179-17 del 12 de abril de 2017.