wealth management
Maud supports individuals in organising and managing their wealth, both onshore and offshore, bringing together investments, liquidity, risk and future planning in a tailored, long-term approach.
Anyone who has built significant wealth knows that preserving, organising and growing their assets takes attention, method and good decisions. But that does not have to take up your time every day.
Maud follows your wealth with technical rigour, independence and an integrated view. While you look after your family, your business and your projects, we organise information, monitor risk and adjust the strategy so that your wealth decisions stay clear, efficient and ready for different scenarios.
managed portfolio
We offer a holistic approach to wealth management, bringing together investments, tax planning and asset structuring. Our specialist team constantly monitors and optimises your portfolio to keep it aligned with your long-term goals.
We develop tailored strategies to ensure the efficient and secure transfer of wealth between generations. We address legal, tax and family aspects in order to preserve your legacy and minimise potential conflicts and tax impacts.
We structure your wealth through holding companies, trusts and foundations, optimising tax and succession aspects. Our advice covers domestic and international jurisdictions, always in compliance with the regulations in force.
We implement integrated wealth management systems with a consolidated dashboard of all your assets. We ensure data security, regulatory compliance and tailored reporting for a complete view of your wealth.
how we work
Maud follows your wealth closely, technically and independently. We organise information, assess risk, adjust the strategy and make allocation decisions aligned with your goals, so that your investments stay well looked after through different moments of life and of the market.
You are accompanied by experienced professionals, responsible for understanding your reality, defining the investment strategy and steering the portfolio's decisions over time.
We analyse your investments together with your income, expenses, obligations, reserves, liquidity needs and future goals. That way, every decision considers your wealth as a whole, and not just isolated assets.
We select assets, funds and managers based on criteria such as risk, expected return, liquidity, costs, governance, quality of the issuers, management track record and fit with the portfolio's strategy.
The allocation is defined considering wealth preservation, income generation, investment horizon, liquidity needs, diversification and the capacity to withstand swings. Each portfolio reflects a specific reality.
We bring the investments held at different institutions into a single view. We monitor performance, risk, concentration, liquidity and how closely the portfolio adheres to the defined goals.
Acting jointly on behalf of our clients broadens our capacity for analysis, negotiation and access to differentiated opportunities and terms, always respecting the profile and the strategy of each portfolio.
Our decisions are guided by the client's interests. We do not work with commissions or rebates on allocations; any financial benefits received are passed on to the client's portfolio.
how it works in practice
Every stage was designed so that you have complete clarity about where your wealth is and where it is going.
We understand who you are before talking about numbers. We collect registration details, risk profile, wealth situation, lifestyle and goals.
Everything you have shared is classified, cross-checked and analysed by our team. This is where data becomes a diagnosis.
We present our reading of your wealth and propose an investment route aligned with your reality — not with a generic model.
The strategy comes off the page. We actively monitor every move in the portfolio to make sure the route is followed rigorously.
The market changes. So does your life. Regular meetings make sure the strategy still makes sense for the present moment.
When necessary, we review your profile and adjust the portfolio. We do not wait for the problem to appear before acting.
Six steps. One route built for you.
what you receive every month
Maud consolidates your assets across different institutions, in Brazil and abroad, into a single, organised report, accompanied by a strategic analysis of markets, portfolio, risk and the moves that were made.
That way, you follow the evolution of your wealth with clarity and security, without having to gather scattered information or interpret the financial landscape on your own. All documents are available on the Client Portal, with secure access from any device
transparency, even in the price
No hidden fees, no rebates, no conflict of interest.
0,6%
per year on the amount under management
10%
performance fee on whatever exceeds the portfolio's benchmark
Count on specialists dedicated to developing tailored solutions for your financial and wealth goals.
Talk to our teamfaq
We have gathered here the main questions about how Maud helps its clients organise investments, monitor risk, structure wealth solutions and make decisions with more clarity.
Our service is aimed at high income individuals, business-owning families, company partners and self-employed professionals seeking wealth management that is sophisticated, tailored and aligned with their long-term goals.
Talk to Maud and understand how we can help organise your investments, structure your wealth strategy and follow your decisions with more clarity, method and security.
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