About us

We provide investment advisory services primarily to high-net-worth individuals, corporations, trusts and institutional clients. Its client base will consist of domestic and international clients with a focus on the Brazilian market. Our investment management services include the design, structure, and implementation of investment strategies for advisory accounts managed on a discretionary or non-discretionary basis.

Our approach

Risk Profile &
Portifolio Definition
Selection of Financial
Institution(s)
Cash and/or
Assets Transfer
Portfolio Construction
Performance Monitoring &
Risk Profile Review
Bruno Carvalho

Bruno Carvalho

Head International

Phillipe Savoia

Phillipe Savoia

Senior Portifolio Manager

Caludia Marques

Claudia Marques

Relationship Manager

Marcelo Lima

Marcelo Lima

Senior Advisor BR

Renato Ticoulat

Renato Ticoulat

Senior Advisor US

Maria Victoria

Maria Victoria

Advisor US