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An integrated hub offering personalized solutions for your wealth planning.
We assist people and companies that strive to move forward.
Our Financial Partners have both knowledge as well as independence to make better decisions.
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We have total autonomy to place the client at the center of our strategy, continuously searching for more efficient ways of generating value.
This allows us to establish long-term relationships based on ethics and impartiality.
We are proud to partner in a company that promotes autonomy and enables us to build a truly transformative culture.
Experience and knowledge are essential in understanding our clients needs and anticipating market moves and trends.
Our Financial Partners are top notch professionals who have a deep comprehension of financial markets along with a keen knowledge of clients objectives that enable us to make better decisions.
We provide wealth management services with responsibility and efficiency, building trustful and close relationships.
Se a linguagem muito técnica nos distancia, falar olho no olho e de um jeito acessível aos clientes nos aproxima. Por isso, levamos em conta não apenas números, mas os desejos que movem cada pessoa.
Quando nos colocamos no lugar do outro, nos comunicamos de forma clara e compreensível, o que leva a boas decisões no cuidado do patrimônio.
If technical language creates distance between people, speaking frankly and seeing eye to eye can get us closer to each other, which is why we do not take only numbers into account, but more importantly the individual wishes and desires of our clients.
Seeing through their eyes enables us to communicate in a clear and straight forward manner, which leads to better decisions in wealth planning.
Financial Partners that place you at the center of all decision making.
Strategies aligned to clients needs and dreams.
Initiatives providing more amenable environments and the exchange of knowledge and experiences.
Our Financial Partners are partners in our company as much as they are partners to our clients.
March 08, 2021
Em entrevista ao site Suno Notícias, Mauro Morelli explica que a medida garante uma política econômica mais estável focada no médio e longo prazo.
March 05, 2021
Em entrevista ao InfoMoney, o estrategista da Davos, Mauro Morelli, explica o que leva investidores de perfil conservador a buscar a poupança.
08
December
Recebemos o economista José Mauro C.
Delella para um bate-papo virtual sobre
as perspectivas econômicas do país
após a pandemia causada pelo
coronavírus.
10
November
Recebemos Artur Wichmann, CIO Global da
XP Private, para um bate papo virtual sobre
os desafios da alocação de investimentos
em 2021.
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