About Us
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Wealth Management
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Investment
Advisors
20 Years of Experience
About Us
ATHLONE PARTNERS is a firm dedicated to providing comprehensive wealth management services.
Our mission is to help individuals, families, and institutions achieve their long-term investment goals through a rigorous process that combines creativity and flexibility.
At ATHLONE PARTNERS, we measure our success by client satisfaction and are committed to the highest ethical and professional standards.
We focus on building long-lasting relationships with our clients, based on mutual trust and a comprehensive, independent service model free from conflicts of interest.
Areas of Expertise
We are a boutique, client-oriented multifamily office with expertise in:
Independent Financial Advisory
We provide objective financial consulting, fully aligned with your wealth goals. Our independence ensures conflict-free recommendations, with an institution-agnostic approach that allows us to always select the best solutions based on your specific strategy.
Wealth Management
We design and implement personalized long-term investment strategies. By combining capital preservation and growth, we leverage strategic diversification, active risk management, and continuous adaptation to changing market conditions.
Succession and Tax Planning
We design efficient wealth structures that minimize tax burdens and facilitate intergenerational transfer. We implement personalized fiduciary solutions that protect both your assets and your family values, ensuring the continuity of your legacy.
Our Purpose
We are committed to building long-term relationships with our clients, grounded in mutual trust and an independent, conflict-free service. Growing wealth for future generations is at the core of every decision we make.
Research Approach
Macroeconomic Analysis
We systematically evaluate key economic indicators that impact global markets, filtering out noise to focus only on factors with real relevance to your portfolio.
Opportunity Identification
We analyze hundreds of investment ideas each year, selecting sectors and industries with strong fundamentals and sustainable growth potential, while avoiding those prone to disruption.
Tailored Strategies
We develop personalized solutions that optimize the risk-return balance according to your investor profile, ensuring that each portfolio aligns with your specific financial goals.
Active Monitoring
We conduct ongoing market monitoring and make tactical adjustments while preserving your core strategy, helping to ensure optimal outcomes across varying financial environments.
Our Team
The Athlone Partners team is composed of highly qualified professionals with extensive experience in wealth management, investments, and regulatory compliance. Each member brings a unique and specialized approach.
Trust and Experience
Our professionals combine decades of experience in global financial markets with a deep understanding of the local environment.
Diversified Expertise
From trading and operations to regulatory compliance, each specialist contributes their unique expertise for the benefit of our clients.
Strategic Vision
We work alongside external advisors and board members who provide independent perspectives and experience in IPOs and fundraising.
PATRICIO KELLY
Founder & Managing Partner
More about Patricio
Founder & Managing Partner with over 20 years of experience leading comprehensive strategies for wealth management.
JAVIER KELLY GRINNER
CIO & IRO
More about Javier
CIO & IRO responsible for investments and investor relations, with a focus on financial innovation and strategic analysis.
TOMÁS KELLY GRINNER
COO & Head Trader
More about Tomás
With over 10 years at the firm, Tomás leads trade execution and plays a key role in portfolio evaluation and client advisory, thanks to his expertise and deep market knowledge.
MATILDE UMPIERREZ
Head of Compliance
More about Matilde
Head of Compliance specializing in regulatory frameworks, ensuring that all operations meet the highest ethical and legal standards.
ANDRÉS ROCCO
Associate
More about Andrés
Bachelor in Business Administration and CFA Level II candidate, Andrés brings an analytical approach to portfolio analysis and investment opportunity evaluation.
FEDERICO SANDLER
Investment Committee Advisor and External Director
More about Federico
Advisor to the Investment Committee with broad experience in international financial markets and high-net-worth investment strategies.
Our Headquarters

Uruguay, Montevideo

Zonamérica, Route 8, Km 17.5, Bldg. 200 Office 208 +598 2518 5549 (Ext. 100, 101 & 102) Argentina, Buenos Aires Strategic Alliance, Argentum Financial Advisors S.A

Contact
Quickly reach out to us via WhatsApp:
Personalized Attention
Our team is ready to answer all your inquiries with exclusive and customized service.
Guaranteed Confidentiality
All information shared with us is handled with strict confidentiality and robust security protocols.
Commitment to Results
We are dedicated to building long-term relationships based on trust and service excellence.