SURA Investments

What SURA Investments does

SURA Investments is a Latin American investment management firm operating across Chile, Peru, Mexico, Colombia, and the United States, serving both high-net-worth individuals/families and institutional clients including insurance companies and private pension funds. The firm operates through three business lines: Wealth Management (patrimonial advisory for HNW clients), Corporate Solutions (investment solutions for corporate clients), and Institutional / Investment Management (asset management for insurers and pension funds). As of April 2025, SURA Investments manages approximately USD 9.3 billion in AUM across these segments, comprising USD 1,900 million in proprietary funds, USD 7,400 million in institutional solutions, and USD 1,200 million in assets under advisement. The company serves 90,000+ clients across its retail/HNW segment and 55 institutional clients across five countries.

The company's product platform spans mutual funds (Fondos Mutuos), voluntary pension savings (APV), life insurance with savings components, and the Luxembourg UCITS-domiciled AM SURA Latin America Corporate Debt USD fund. Distribution leverages country-specific websites, wealth partners and advisors in each market, and a fiduciary vehicle in Colombia (Fiducia de Inversión) operated through Fiduciaria SURA S.A. The firm also co-manages the Unión para la Infraestructura (UPI) infrastructure investment joint venture with Credicorp Capital. Technology is centered on QuantiM, a proprietary quantitative analysis tool for portfolio decision-making. SURA Investments is a private subsidiary of SURA Asset Management, itself part of Colombian conglomerate Grupo SURA. Revenue is generated through recurring asset management fees on proprietary and third-party funds, advisory fees on institutional mandates, and fund distribution commissions. Geographic concentration of AUM is led by Chile (58%), followed by Peru (20%), Mexico (16%), and Colombia (~4–5%).

Name

SURA Investments

Legal name

SURA Investments

Website

https://surainvestments.com

Company type

Private

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

SURA Investments is a Latin American investment management firm operating across Chile, Peru, Mexico, Colombia, and the US, serving high-net-worth individuals, families, and institutional clients including insurers and pension funds with approximately USD 9.3 billion in AUM.

Ownership category

akta.pro rank

Product category

Wealth and Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Investment Management Advisory (RIA) (FSAEAAAB), Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM)

Keywords

• Wealth management services
• Institutional asset management
• Investment advisory services
• Mutual fund management
• Portfolio management solutions

Headquarters

HQ city

Bogotá

HQ country

Colombia

HQ region

Latin America

Offices4 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Asset Management Fees: SURA Investments generates revenue through management fees on assets under administration. The company manages USD 9,300 million in AUM as of April 2025, with fees charged on both proprietary funds and institutional mandates.
2. Investment Advisory Services: Advisory fees from institutional clients including insurance companies and pension funds, including portfolio construction, asset allocation strategy, and ongoing monitoring services. The company administers approximately COP 40 billones for 19 insurers.
3. Fund Distribution: Distribution of proprietary and third-party investment funds, including mutual funds (Fondos Mutuos), APV (Voluntary Pension Savings), life insurance with savings components, and multi-asset products through Luxembourg UCITS structures.

Go-to-market motion2 records

Distribution channels4 records

Marketing channels6 records

Core offering

SURA Investments is a Latin American investment management firm that manages approximately USD 9,300 million in assets across Wealth Management, Corporate Solutions, and Institutional (Investment Management) business lines. It distributes proprietary and third-party investment products including mutual funds, life insurance with savings, voluntary pension savings (APV), the Luxembourg-domiciled AM SURA Latin America Corporate Debt USD UCITS fund, and infrastructure investments via the UPI alliance. The firm serves over 90,000 clients across Chile, Peru, Mexico, Colombia, and the United States.

Product overview

SURA Investments is a wealth management, corporate solutions, and institutional investment management company operating across Latin America (Chile, Colombia, Mexico, Peru). The company offers a platform of investment products including mutual funds (Fondos Mutuos), life insurance with savings (Seguros de Vida con Ahorro), voluntary pension savings (APV), and the AM SURA Latin America Corporate Debt USD fund. Additional offerings include infrastructure investment through the Unión para la Infraestructura (UPI) alliance, Fiducia de Inversión in Colombia, and proprietary quantitative tools like QuantiM. The company manages approximately USD 11 billion in assets across its three business lines: Wealth Management, Corporate Solutions, and Institutional (Investment Management).

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Patrimonial advisory and investment management service for high-net-worth individuals and families, offering personalized investment strategies across local and international markets in Chile, Peru, Mexico, Colombia and the United States.
• Corporate Solutions Investment management solutions for corporate clients, including portfolio delegation and institutional-grade investment services for companies across Latin America.
• Investment Management (Institutional) Asset management for institutional clients including insurance companies and pension funds, managing reserves and investment portfolios under strict governance standards. SURA Investments administers approximately COP 40 billones for 19 world-class insurers.
• AM SURA – Latin America Corporate Debt USD

Quantifiable outcome

• 42% of SURA Investments clients are women, with average investment amounts growing 29% over 24 months
• +3 more outcomes

Named customers2 records

Segments3 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability1 record

Feature1 record

Partnerships

Two partnerships are on record, tiered core.

• Unión para la Infraestructura (UPI)coreStrategic or Co-development PartnerStrategic alliance with Credicorp Capital forming Unión para la Infraestructura (UPI), which successfully closed the investment period of its first equity fund FIP Infraestructura I, consolidating regional leadership in infrastructure assets.
• Fiduciaria SURA S.A.coreImplementation/ SI/ Consulting PartnerColombian fiduciary entity supervised by Superintendencia Financiera de Colombia, providing Investment Fiduciary (Fiducia de Inversión) services for high-patrimony clients, enabling institutional-grade portfolio management under fiduciary framework.

Scale indicators10 records

Recent moves7 records

Expansion highlights6 records

Broad incumbents

• BlackRock Mexico: Global asset manager with growing distribution in Mexico serving institutional and retail clients via mutual funds, ETFs, and mandates. Comparable as a competing institutional and retail asset manager in Mexico and broader LatAm, though significantly larger and broader in scope.
• Principal Financial Group: Global asset manager and pension provider with major Latin American operations (Mexico, Chile, Brazil). Comparable as an institutional asset manager serving pension funds, insurance reserves, and HNW retirement savings across the same LatAm geographies as SURA Investments.
• Banco Santander (Wealth Management LatAm): Global bank with substantial private banking and wealth management presence across Latin America (Brazil, Mexico, Chile, Argentina). Comparable as a large incumbent serving HNW individuals with multi-country regional distribution and broad product offerings.
• AFP Habitat: One of the largest pension fund administrators in Chile (and broader LatAm), managing mandatory retirement savings with institutional asset management capabilities. Comparable as a major institutional asset manager operating in SURA Investments' core Chilean market.

Direct peers

• Credicorp Capital: Latin American asset management and wealth advisory arm of Credicorp, with operations in Peru, Chile, Colombia, and other markets. Strategic partner of SURA Investments in UPI infrastructure alliance and directly comparable as a multi-country LatAm wealth and investment manager.
• BTG Pactual: Latin American investment bank and wealth manager with strong wealth management, asset management, and alternative investment platforms across Brazil, Chile, Mexico, Colombia, and Peru. Closely comparable multi-country LatAm wealth and asset management franchise with HNW and institutional client focus.
• LarraínVial: Chilean wealth management, asset management, and investment banking firm with deep HNW and institutional reach in Chile and broader LatAm. Directly comparable as a regional wealth and asset manager serving HNW families, insurers, and pension funds across multiple Latin American markets.
• Grupo Bursátil Mexicano (GBM): Mexican brokerage and wealth/asset management firm serving HNW individuals, family offices, and institutional clients with mutual funds, advisory, and portfolio management. Closely comparable as a domestic Mexican wealth platform with similar HNW and institutional client focus.
• EuroAmerica Inversiones: Chilean wealth management firm (formerly EuroAmerica Seguros) offering mutual funds, APV, and life insurance with savings to individuals and families. Directly comparable as a Chilean HNW wealth manager with overlapping mutual fund, APV, and life insurance with savings products.

Emerging players

• Fiduprevisora (Fiduciaria): Colombian fiduciary and asset management entity serving institutional clients and HNW investors with fiduciary investment vehicles. Comparable as a Colombian fiduciary investment services provider competing in the same high-patrimony trust and investment management segment as Fiduciaria SURA.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/surainvestments

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about SURA Investments