Tailored wealth advisory for individuals, families, and companies.
At CDI Capital we specialize in wealth advisory for individuals, families, and companies. Unlike the traditional model, we work with simple, transparent structures that are fully aligned with our clients’ interests.
An advisor, not a product salesperson.
For more than a decade we have built the opposite of the traditional banking model. No hidden fees, no team turnover. The result: decisions that are always aligned with the client.
Expert, independent, CNV-registered advisors
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Your money never passes through CDI. Assets are held in custody at top-tier Argentine brokers (ALyCs). You are the sole holder of the accounts.
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Our income comes from the client and is agreed from day one. That lets us judge every option on its real merits: cost, risk, liquidity, time horizon and fit with your wealth.
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The advisor who works with you today will still be working with you in 10 years. No turnover, and no being passed from desk to desk every time the structure changes.
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The same analysis a family office uses, applied to your portfolio. Macro, equities, credit and compliance in structured processes.
Miguel Boggiano.
Lead Economist.
Founder and Director of CDI Capital. More than 25 years of experience in international financial markets. Founder of Carta Financiera, one of the most established wealth advisory hubs in the region. A leading media voice and educator on economics and finance in Argentina.
Your money never passes through CDI.
The difference that changes everything: understanding who gets paid, who holds your assets, and who advises you. At a traditional bank, they’re all the same entity. Here, they’re not.
Three entities,
one role each.
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AdvisorCDI Capital · paid only for advice
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CustodianTop-tier CNV-regulated brokers
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ProductNo in-house products
Zero conflicts of interest. Each party is paid only for what it does. Nobody sells you what you don’t need.
A single entity
with three roles.
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AdvisorA bank employee
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CustodianThe bank itself
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Product manufacturerThe bank’s own funds
A structural conflict. The same party advises you, holds your money, and manufactures what it sells you.
Your money goes straight to the broker. CDI stays on the sidelines.
Top-tier brokers (ALyCs)
Well-known custodians, accounts in your name, and direct visibility into your positions.
Global markets · account in your nameCDI Capital
Your dedicated advisor. Designs, analyzes, and monitors your custody structure, consolidates reporting, and coordinates tax and estate planning. Never holds your assets.
1% AUM / yearA measured track record, not promises.
CDI Moderado shows the compounded performance of a diversified model portfolio against global benchmarks, with data updated to June 2026.
- 10.28% Annualized CAGR Jan 2017 – Jun 2026CDI Moderado
- 153.5% Cumulative return VAMI base 1,000Compounded growth
- 1.58 Sharpe Ratio Return / riskVolatility-adjusted
- -5.08% Maximum drawdown Peak to troughObserved risk
- 6.3% Volatility Moderate profileControlled risk
Model portfolio · backtest / hypothetical performance. Start: January 2017. Base capital: USD 1,000,000. Past performance does not guarantee future results.
Every fortune has a different story. Choose yours.
At CDI we design specific proposals based on each client’s stage of life, source of wealth, and goals. Find your profile and access the plan that fits you.
Small business owner
You run an active business. You want to separate business assets from personal wealth and protect what you’ve built.
Income investor or retiree
You sold your company or are heading into retirement. You want to preserve capital and leave an orderly legacy.
Wealth heir
You inherited wealth you didn’t build yourself. You need to understand it, organize it, and manage it with confidence.
C-level or executive
You’re a C-level or senior executive. You want measurable results and conflict-free architecture.
Three service offerings,
one philosophy.
Wealth Management
Comprehensive wealth advisory: a dedicated advisor, a full diagnosis, a tailored portfolio, estate planning, and monthly reporting. For families with wealth from USD 500,000 who are looking for a partnership that spans decades.
Asset Management
Active portfolio advisory through top-tier brokers. Global market analysis, systematic strategies (Trend Strategy), and traditional portfolios. Monthly reporting and quarterly reviews.
Local Advisory
Advisory on Argentina’s domestic capital market: corporate bonds (ONs), sovereign bonds, local stocks, CEDEARs, and mutual funds (FCIs). Execution through top-tier brokers.
A process built for decades, not for one year.
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We sit down with you and map everything: your assets, your beneficiaries, your business if you have one, your properties. For the first time, you’ll have the complete picture of your wealth, all in one place.
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We define how much risk you can tolerate and what your real goals are, and together we design a tailored portfolio. Clear rules that will guide your wealth for the next 20 years.
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We implement the portfolio through top-tier brokers. Your money never passes through CDI. It is always in your name, with full visibility and open architecture, free of conflicts of interest.
Top-tier brokers -
We work with law and tax firms to put everything in order: types of structures, separating business and personal assets, wills, beneficiaries. So that when you’re no longer here, your family doesn’t have to figure anything out — they simply carry on.
The process never ends.
Rebalancing · monthly macro research · twice-yearly meetings · direct WhatsApp line.
- 01Diagnosis
- 02Profile & design
- 03Implementation
- 04Legacy
The people behind your wealth.
Professionals with decades of experience in markets, private banking, asset management, and tax planning. The same team, the same advisor, for 10, 15, 20 years.
Miguel Boggiano
FounderFounded CDI Capital. 25+ years in the markets.
Tomás Olivera
CEOLeads CDI’s strategy and operations.
Agustín Beret
Head of WealthHeads the Comprehensive Wealth Advisory unit.
Blas Diaz Saubidet
Portfolio ManagerDesigns and executes institutional portfolios.
Juan Pablo Asprella
AdvisorSenior wealth advisor.
Santiago Arrastoa
AdvisorSenior wealth advisor.Research & Operations
SupportMacro research and operations team.Where to find us
We operate from Buenos Aires, with coordinated access to the local market.
Buenos Aires
In-person meetings by appointment, coordination with brokers and custodians, and direct access to the capital markets.
When you sleep soundly,
we’ve done our job well.
We built CDI to be the advisor we wish we’d had 25 years ago. No conflicts, no pushed products. Just the client, the team, and a written plan. If this resonates with what you’re looking for, let’s sit down and talk.
Leave your details and we’ll be in touch.
A senior advisor from our team will reach out to review your financial situation — preservation, legacy, or growth. We reply within one business day.
- A free 30-minute first meeting.
- An honest assessment: if we’re not the right fit for you, we’ll say so.
- You talk to a senior advisor, not a call center.
Leave us your details.
Your details go straight to our team. We reply within one business day.