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What does it take to earn real trust in wealth management? For Gabriel Ruiz, founder of BlackTORO, it's not just about portfolio performance. It's about empathy, fiduciary responsibility, and a deep understanding of Latin American investor psychology. After decades leading asset management at top firms, he built BlackTORO to offer something different: personalized, transparent, and culturally attuned advisory services.
Many clients arrive with portfolios shaped by sales-driven models, full of disconnected products rather than coherent strategies. Gabriel’s team starts by understanding the client as a person.
“Some of our first meetings are 50 minutes just listening, about family, transitions, fears, and only in the last ten do we talk about investments.”
Scalable Insight
Relationships built on listening create more resilient business models. No matter the industry, starting from empathy leads to deeper insights and longer-lasting partnerships. Organizations that prioritize human context over quick wins build trust that scales.
Trust is not declared. It is built over time through every interaction. At BlackTORO, that means aligning the team around fiduciary duty and consistent client advocacy.
“There’s a culture here. Our people have worked together for over 15 years. We know each other’s values. That coherence shows.”
Scalable Insight
Trust doesn’t scale without coherence. For leaders building client-centered businesses, aligning internal culture with external promises is what creates credibility. Prioritize team continuity and shared values before expanding reach.
Many investors misunderstand diversification and risk. Gabriel’s approach centers on education, simplifying complex concepts without diluting their meaning..
“Two assets that both return ten percent but move in opposite directions can create a smoother path to the same destination.”
Scalable Insight
Educating clients or stakeholders is an investment in long-term alignment. Whether you're in finance or tech, simplifying complexity builds confidence and leads to more informed, collaborative decisions.
In Latin America, macro volatility and unstable business environments make capital preservation a core concern. BlackTORO’s strategies respond to this reality.
“In the US, investors are more comfortable with equity risk because their income feels stable. In LATAM, capital preservation is key because the business environment can shift overnight.”
Scalable Insight
Context matters more than models. Leaders expanding across regions must adjust strategies to local realities. Building with cultural and economic sensitivity increases relevance and resilience.
The next generation of investors is reshaping expectations. They want transparency, digital access, and measurable performance — not just long-standing relationships.
“The patriarch might value a 30-year bond with their banker. The next gen wants efficiency, outcomes, and user experience.”
Scalable Insight
Legacy thinking doesn’t connect with new expectations. Leaders need to build solutions that pair experience with innovation. Meeting next-gen users where they are is essential to long-term continuity.
Hear more from Gabriel Ruiz on founding BlackTORO and building client trust through strategy, empathy, and clarity.
👉 Watch the full conversation here
Ideas to Scale – CEO Edition is a Scalto series that turns conversations with founders and CEOs into actionable strategies for leaders scaling with purpose. Each episode transforms real experience into frameworks you can apply today.
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