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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.
April 13, 2021
Em entrevista a BM&C News, o estrategista da Davos, Mauro Morelli, fala sobre a possibilidade de aprovação das reformas estruturais.
April 12, 2021
Em entrevista ao Valor Investe, o estrategista da Davos, Mauro Morelli, comenta as expectativas do mercado sobre uma desaceleração do crescimento da Ásia.
26
March
Recebemos Paulo Leme, Presidente
do Comitê global de alocação da XP Inc.,
para uma análise do cenário global e
dos mercados internacionais.
17
March
Recebemos Fernando Ferreira, Estrategista Chefe
e Head de Research na XP, para uma
conversa sobre o panorama dos
investimentos em 2021.
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