Santiago is a 25-year industry leader who founded four businesses – Treysta Wealth Management, Implemented Portfolios, Premier Superannuation Services, and Lumiant – with the aim to improve people’s lives for the better. (I want to add in here a bit of a personal touch that gives the businesses some linkage and immediately classifies us as purpose-driven).
Starting in the industry as a Financial Adviser in 1998, Santiago quickly became disillusioned with the product-centricity of the profession. Instead, he wanted to personalise the experience and create a model that placed clients at the heart of their financial decisions.
In 2010, Santiago co-founded Implemented Portfolios, a technology platform that creates scalable, individually managed accounts, which enable advisers to deliver highly individualised investment experiences.
In 2021 he launched Lumiant, an advice engagement and client experience platform, with the simple aim of making advice more accessible, visual, and engaging to non-financial clients, who had typically been ignored by the profession. Santiago wanted to help advisors by creating a platform that placed the client at the heart of the experience.
Today more than 250 professionals, across three countries, empower over 14,000 clients to live their best lives confidently by bringing to life the intangible value of advice and making it the hero in the client relationship.
