Far beyond PORTFOLIO allocation
We help families and institutions succeed in managing their wealth by offering portfolio management services in the domestic and international markets and providing customized solutions to a broad spectrum of investor challenges.
We manage multi-asset portfolios for families and institutions in Brazil and abroad. We employ a well-defined investment process that adds intelligence and security to our clients.
Each mandate is designed individually to achieve our client’s goals.
Solutions for a complex world
The asset holder’s challenges go far beyond good portfolio allocation. We help our clients succeed in their financial goals by helping them navigate a complex set of topics such as:
- Asset/property planning
- Tax optimization
- Succession planning
- Corporate finance
We implement customized mandates for clients with institutional profile.
In addition to customizing the investment strategy and risk profile, we maintain a close and consultative relationship, with the possibility of specific reporting and technology transfer.
Get in touch. Our service is provided in a close, consultative and individualized manner.Learn more