We believe that personal wealth goes far beyond accumulated financial assets.


About Davos Financial Partnership

Davos Financial Partnership was born with a new vision, one that individualizes each client and values ​​their personal history. Davos is a wealth management company that combines our experience in choosing the best path and independence to outline strategies aligned with each individual clients interests.

Our Financial Partners are partners in our company as much as they are partners to our clients. A synergy that translates into a true and transparent attitude in all our decision making.

We believe ethical relationships generate trust and long-term value for all stakeholders.

We have evolved together in a fair and sustainable manner, towards our ultimate goal: making our clients dreams come true.

Davos Financial Partnership. Stories build futures.

Personalized investment solutions with several options.

Investments Solutions

We believe that, first and foremost, an investment should prioritize your needs, your moment in life and your plans for the future. Our Financial Partners aim to ensure the fulfillment of each clients dreams.

We use our experience to anticipate market trends, and we value our proximity to clients in moving towards their interests. Our long-term partnership is the foundation for building a solid future and achieving better results.

Our open investment architecture enables our clients to find better alternatives to invest their money in the best available products. We offer access to global financial markets run by the main Brazilian asset managers, with straight forward and transparent support from our Financial Partners.

Davos has an in-house fixed income and equity desk. Clients can count on professionals specialized in these markets to make conference calls, answer questions and select the best investment options for each individual profile and goals.

We intermediate the set up of exclusive funds and portfolios managed by specialized managers to achieve specific investment objectives. This is a solution made in partnership with XP Advisory and tailor made for investors looking for alternatives aligned with their expectations and individual tax planning.

We build strategies aimed at optimizing companies cashflow through investments in low risk and liquid products with yields superior to the benchmark.

A Davos WM Agente Autônomo de Investimentos Ltda é uma empresa de agentes autônomos de investimento devidamente registrada na Comissão de Valores Mobiliários (na forma da Resolução CVM 16 2021). A Davos WM Agente Autônomo de Investimentos Ltda atua no mercado financeiro credenciada à XP Investimentos CCTVM S/A, o que pode ser verificado através do site da CVM ou através do site da ANCORD. Na forma da legislação da CVM, o Agente Autônomo de Investimento não pode administrar ou gerir o patrimônio de investidores. O Agente Autônomo é um intermediário e depende da autorização prévia do cliente para realizar operações no mercado financeiro. Para informações e dúvidas, favor contatar seu Agente Autônomo de Investimentos. Para reclamações, favor contatar a Ouvidoria da XP Investimentos no telefone nº 0800 722 3710.

Financial Partners

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