CFA Society Uruguay is pleased to announce that it has closed a sponsorship agreement with SunPartners, the prestigious independent wealth management firm based in Geneva and Montevideo.

This agreement will enable collaboration in organizing events that will strengthen the local financial community and promote continuous education in the field of finance.

The SunPartners group includes several professionals with the Chartered Financial Analyst (CFA) accreditation, standing out in the industry for their commitment to excellence and professional ethics.
“We are excited to collaborate with CFA Society Uruguay on this new initiative, which reinforces our commitment to excellence and financial education in the country. This sponsorship not only underscores our dedication to the continuous training of sector professionals but also reflects our mission to contribute to the development of the financial community in Uruguay,” said Martín De Tomaso, director of SunPartners.

On behalf of CFA Society Uruguay, Fabian Ibarburu, President, stated: “The collaboration with SunPartners represents a significant opportunity for our members to benefit from the experience and knowledge of one of the most respected wealth management firms in the country. Together, we hope to offer events that are both informative and enriching, strengthening professional ties and elevating the standard of financial practice in our region.”

About SunPartners: SunPartners is an independent wealth management company with a prominent presence in Geneva and Montevideo. Founded in 2016, the firm specializes in the preservation and development of family wealth across generations, offering portfolio management services and investment recommendations.

About CFA Society Uruguay: CFA Society Uruguay is part of the global network of CFA Institute societies, which promotes high standards of education, ethics, and professional excellence in the financial industry. It offers its members a variety of educational resources, professional development opportunities, and a platform for the exchange of knowledge and experience