The wealth of our high-income individuals and families, both resident and nonresident in Brazil, is managed by our strategic partners with the aim of delivering optimal long-term results. We use constantly updated tools to optimize the risk-return ratio in local and foreign investments. Our open-platform model permits access to the best products and services available on the market.
We offer personalized service tailored to the needs of each client. This approach enables us to create efficient financial portfolio management solutions that take into account the investor’s specific requirements and expectations.
All our professionals are trained and certified, with vast experience in providing investment advisory services to private banking clients. We have a qualified and experienced team capable of making well-grounded recommendations.
The quality of our products is assured by a rigorous internal process of analysis and approval designed to promote sustainable and consistent growth of our clients’ wealth.
Wealth Management Services had BRL 10.2 billion in assets under advisory at end-2022.
