About Inteligo Group
We are the holding company of the Intercorp Group, specializing in providing financial and wealth advisory services. We offer a variety of personalized solutions tailored to the profile and needs of our clients, ensuring their well-being and that of their families.
At Inteligo Group, everything we do, every action we take has a reason for being: that you and your family can enjoy your wealth, today and always.
30
Years
of experience in financial advisory and investment management
83,433
Customers
as of December 2024
345
Total number of Employees
$8,082 MM
Assets under management (among all our subsidiaries)
as of December 2024
We listen, understand and act according to your needs
Our Financial Advisors are committed to understanding the stories, motivations and desires behind each individual's wealth. Learn more about our organization:
Intercorp Peru Ltd. is a business group committed to the development and well-being of Peruvian families.
*IFS has been listed on the New York Stock Exchange (NYSE) since 2019.
IFS is a leading provider of banking, insurance and wealth management products and services for individuals and companies in Peru. Its purpose is to empower all Peruvians to achieve their financial well-being. In this sense, they have an integrated financial services platform in Peru through Interbank, Interseguro and Inteligo Group.
Financial highlights
| As of December 23 | S/mn | US$mn |
|---|---|
| Total assets(1) | 89, 623 | 24,164 |
| Net profit(1) | 1,079 | 291 || 1,121(2) | 302 |
| ROE | 11.3% | 11.7%(2) |
| Efficiency ratio | 36,8% | 36,4% |
Source: Company and SBS financial information as of December 2023
(1) Data converted to US dollars using the exchange rate at the end of the period (Peruvian Sol/US dollar) of 3.709
(2) Excludes asset impairment in our banking segment of S/70.0 million or S/41.5 million after taxes in 1Q23
Inteligo Group Corp. has 837,454 shares issued, 100% owned by Intercorp Financial Services Inc. (IFS)
Holding company of Intercorp Financial Services established in Panama, which provides financial and property advice through various solutions that fit the profile and needs of its clients.
Inteligo Bank is a bank established in Nassau, Bahamas, since 1995 and has a Branch in Panama. Inteligo Bank is supervised by the Central Bank of the Bahamas and the Superintendency of Banks of Panama.
Inteligo Bank provides private banking and wealth management services for clients seeking solutions for construction, growth and protection of their assets through personalized financial advice from its experts and within the framework of exceptional service.
Inteligo USA is a company established in early 2019 in the United States and has its offices in New York, provides investment advisory and financial analysis services to other Inteligo Group companies, with the objective of generating superior risk-adjusted returns, investing in global liquid and illiquid assets, taking advantage of the best opportunities and through various asset classes.
Inteligo Peru Holdings (IPH) was established in 2018. IPH provides corporate services to the different companies that make up Inteligo Group, centralizing common activities to the Group's subsidiaries in order to generate efficiencies.
Interfondos SAF, is a fund management company that was established in 1994 in Peru, and is regulated by the Superintendency of the Securities Market. Interfondos, has a solid investment policy that seeks an appropriate combination of profitability and risk; and commercial management that emphasizes personalized advice and customer service.
Inteligo SAB was established in 1996 and at the beginning of 1997 it was authorized by the Superintendency of the Stock Market to act as a stockbroker company.
Inteligo SAB provides financial advice to natural persons and legal provisions for investments in the BVL (Lima Stock Exchange) and in the international market, always, in an area of total transparency, commitment, proactivity.
*IFS has been listed on the New York Stock Exchange (NYSE) since 2019.
We have a financial solution for you
We are all different and at different stages of life. Some of us are in the accumulation phase and others in the protection phase; some of us are conservative when investing, while others are willing to take greater risks. Find out which of our subsidiaries has the financial solution you need:
I already have a significant amount of assets and I want to:
- Generate an income to live on.
- Design investment portfolios according to my own needs.
- Get wealth planning and succession solutions.
- Have alternative accounts in the US.
I have a surplus ofsavings and I want to:
- Invest in the BVL (Lima Stock Exchange) or in the international market.
- Invest in the market with advice and support.
- Obtain greater profitability from traditional savings.
- Have a transactional, simple and easy-to-use digital investment platform.
I am saving and I want to:
- Invest in a diversified way.
- Obtain greater returns on traditional savings.
- Access the stock market through mutual funds managed by an expert.
- Have a transactional, simple and easy-to-use digital investment platform.
Our value proposition
We listen to your needs, understand them, and make them our own so that we can provide you with the financial solutions you need.
Confidentiality in the handling
of your information.
of your information.
Financial advisors with expertise
in portfolio management.
in portfolio management.
Financial solutions and synergies
through Intercorp.
through Intercorp.
A portfolio designed according to your profile and needs.
Proactive management
of your investments.
of your investments.
Global product offering:
open architecture.
open architecture.
Topicality
The best strategy for making good investment decisions is to be well informed; that is why we are committed to providing you with accurate and timely information.
Economy
mar 10, 2024
The development of disruptive technologies has raised the level of complexity that economic and financial analysis must face.
Perú
mar 09, 2024
The Andean economies are once again gaining the attention of the markets with the case of Peru being relevant.
Finance
mar 09, 2024
Latin American markets have faced difficulties, with declining stock returns and significant depreciation of the region's currencies.