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.

Wealth Management

Portfolio management

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.


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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
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Wealth Management
Wealth Management


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.

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