Investment solutions
Tailor-made portfolios combining equities, fixed income and international assets with institutional risk discipline.
Stocks, ETFs and derivatives
Exposure to leading companies in Brazil and major global markets, with active management, fundamental research and derivative hedging where appropriate.
- Brazilian and international stocks
- ETFs and index funds
- Long-only and long & short strategies
- FX hedging and portfolio protection
Government bonds and private credit
Strategies for predictability and capital preservation: sovereign bonds, corporate credit, tax-advantaged debentures and inflation-linked structures.
- Local and global sovereign bonds
- Bank notes and corporate debentures
- Selected structured credit
- Inflation- and rate-indexed portfolios
Investment funds
Curated selection of in-house and partner funds, with rigorous due diligence and ongoing performance and risk monitoring.
- Multi-strategy hedge funds
- Equity and credit funds
- International and FX funds
- Selected alternatives and illiquids
International allocation
Access to developed and emerging markets, with hard-currency accounts and assets, FX strategy and integrated global macro views.
- Assets in USD, EUR and other currencies
- International bonds and equities
- Global REITs and alternatives
- Tax residency planning
Wealth management
Comprehensive wealth management for families and high-net-worth individuals: succession, family governance, philanthropy and tax efficiency.
- Succession planning and holding structures
- Domestic and international tax structuring
- Family governance and financial education
- Multi-custodian wealth consolidation
Corporate treasury
Solutions for companies: cash management, FX hedging, surplus investment and funding strategies with an executive view.
- Liquidity and cash management
- FX and commodity hedging
- Treasury surplus investment
- Consolidated executive reporting
How we work
Assessment
We understand your goals, horizon, risk tolerance and full wealth picture.
Strategy
We design your investment policy and asset-class allocation.
Implementation
We execute with best practices in cost, liquidity and tax efficiency.
Monitoring
We monitor, rebalance and report with full transparency.
Investments involve risk, including the possible loss of invested capital. Past performance is not a promise of future results. Read the product documents before investing.
Ready to elevate your investment strategy?
Talk to one of our specialists and receive an allocation proposal aligned with your goals.
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