An Independent Wealth Management Boutique

World is transforming
quickly. Likewise, asset
management is also evolving rapidly and requires experience
combined with dynamism.

Exclusiveness

Access to exclusive and private investment opportunities.

Alignment of Interests

We build solid relationships and transparent and consistent results over time. Furthermore, we invest proprietary resources in the same investments as our clients.

Global Thinking

We explore opportunities in several places around the world for different asset classes, mitigating border risks and aiming to preserve global relevance of the portfolio in the long term.

Legacy

Passing on legacy, educational process and capital accumulation are fundamental pieces in our work

VALUE STRATEGY

We believe that the management of Ultra High-Net-Worth allows to access exclusive opportunities that lead to differentiated results.

Open
Architecture

We work independently and this allows us to analyze the best assets in the Brazilian and global market.

Consolidated
Statements

We prepare consolidated financial statements including performance, asset classes and subclasses, custody services, liquidity levels and foreign exchange exposure analysis, illiquid or alternative assets and different risk metrics, among others, providing a clear view of the complete portfolio.

Technology

We are technology intensive. We develop in-house systems for data processing, reconciliation and consolidation of reports for our clients.

Excellence

We are demanding when it comes to the quality of our work. We understand excellence and dedication amount to distinguished results.

Governance is the
basis for sustainability.

Internal Policies

We periodically review our policies and keep our team up to date, in accordance with regulatory requirements.

Diligence

We perform assessment and monitoring procedures, supported by technological verification tools.

Legislation And Good Practice

We act in compliance with financial markets law and regulations, in Brazil or other jurisdictions, as well as in adherence to best practices in the industry.

Integrated Communications

Our Executive Committee frequently gathers to discuss and align company’s strategies, as well as to articulate the flow of these information between different departments, strengthening the transparency policy based on agile and responsive communication.

Ethics

We believe reputation is built on the long run, with respect to others, integrity, and reliability inside and out the organization.

We are a meritocratic partnership
focused on high performance.

Human Capital

We value market experience allied to strong academic background to assemble our team. Our partners have vast experience working in large financial institutions and are passionate about what they do. The combination leads to the excellence of our services.

People Development

We value continued learning, skills, and competencies development, individually and as a team.

Main Partners

World is transforming
quickly. Likewise, asset
management is also evolving rapidly and requires experience
combined with dynamism.

Exclusiveness

Alignment of Interests

Global Thinking

Legacy

VALUE STRATEGY

Open
Architecture

Consolidated
Statements

Technology

Excellence

Governance is the
basis for sustainability.

Internal Policies

Diligence

Legislation And Good Practice

Integrated Communications

Ethics

We are a meritocratic partnership
focused on high performance.

Human Capital

People Development

Main Partners

Daniel Neumann

Mauricio Dangot

Monique Sampaio

Fabio Motta

Marjorie Pacheco

Erick Costa

World is transforming quickly. Likewise, asset management is also evolving rapidly and requires experience combined with dynamism.

Exclusiveness

Alignment of Interests

Global Thinking

Legacy

VALUE STRATEGY

Open Architecture

Consolidated Statements

Technology

Excellence

Governance is the basis for sustainability.

Internal Policies

Diligence

Legislation And Good Practice

Integrated Communications

Ethics

We are a meritocratic partnership focused on high performance.

Human Capital

People Development

Main Partners

Daniel Neumann

Mauricio Dangot

Monique Sampaio

Fabio Motta

Marjorie Pacheco

Erick Costa

World is transforming
quickly. Likewise, asset
management is also evolving rapidly and requires experience
combined with dynamism.

Open
Architecture

Consolidated
Statements

Governance is the
basis for sustainability.

We are a meritocratic partnership
focused on high performance.