Meet Volio Capital

Trusted. Collaborative. Connected.

25+ YEARS OF EXPERTISE
Founded in 1998, Volio Capital has evolved from a boutique advisory in Costa Rica into a leading Latin American investment banking and asset management firm. With over 25 years of experience, we have successfully guided more than 280 mandates in 15+ countries, forging lasting partnerships and shaping the financial future of our region.

We specialize in providing comprehensive financial guidance and asset management services to founders, boards, families, and institutions. Our leadership team, composed of distinguished investment bankers, visionary technology leaders, and other experts, uniquely positions us to offer holistic, strategic, and forward-thinking financial solutions. At Volio Capital, our mission is to nurture and grow the wealth of our clients and the region through unparalleled partnerships and innovative approaches.

Our Values & Leadership
Our core values—integrity, passion, excellence, collaboration, and community—are at the heart of everything we do. Guided by visionary founders and a dedicated leadership team, we combine deep regional knowledge with global best practices to deliver solutions that drive sustainable growth for our clients.

Our Commitment
At Volio Capital, we believe that true success extends beyond financial performance—it’s about making a positive impact on the communities we serve. We continue to innovate and evolve while staying true to our commitment to excellence and community empowerment.

Industry Experience

  • Apparel, beauty and personal care products, convenience stores, food and beverage, pet food and services, restaurants, specialty and hardline retailers, supermarkets.

  • Family offices, private equity firms, credit funds, pension funds, sovereign wealth funds, and other professional investors.

  • Banks, insurance companies, asset management firms, and specialty finance institutions.

  • Healthcare services, medical devices, diagnostics/life sciences, retail healthcare and pharmaceuticals.

  • Automotive, building and construction, business services, diversified industrials, and transportation and logistics.

  • Municipal governments, public power utilities, energy, higher education institutions, airports, seaports and other infrastructure.

  • Real estate private equity funds, real estate investment trusts, hotels, retail properties, marinas, golf courses, development projects, shopping centers, industrial properties, office buildings, multifamily properties and land banks.

  • Software, internet, communications technology, information and development services, cable, media, and telecom.

Our Legacy, Your Advantage

25+

YEARS OF EXPERTISE

Since 1998, we have empowered leading enterprises across Latin America with innovative financial solutions.

280+

SUCCESSFUL MANDATES

Our selective, client-focused approach ensures bespoke advisory and exceptional outcomes.

15+

COUNTRIES COVERED

From Central to South America, our deep regional insights drive transformative growth.

Featured Transactions

Our Leadership Team

Founding Partner

Jorge Volio

Otto Kopper foto photo

Managing Partner

Otto Kopper

Jose Maria Volio foto photo

Managing Partner

Jose Maria Volio

Silvia de la Fuente foto photo
Ana Gallardo foto photo

Director

Silvia de la Fuente

Director

Ana Gallardo

Fernanda Hernandez foto photo
Bernardo Alfaro foto photo

Director

Fernanda Hernandez

Principal

Bernardo Alfaro

Futureproof Your Legacy with Volio Capital