WEALTH MANAGEMENT
 

Management of local (Brazilian) and international assets according to the clients’ investment policies that are tailored to their specific needs.

Unlimited access to products and services offered by the financial markets in Brazil and abroad.

Daily monitoring of risk and investment opportunities.

Frequent meetings with clients to analyze personal portfolios and market movements.

Consolidation of all statements under one report.

Support in other financial matters including governance, estate planning, tax planning and financial planning.

 
 
 
 
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