About Us
As a wealth management company, we are dedicated to offer you the best investment solution.
Through a holistic approach considering the main aspects of your life, we establish a comprehensive investment plan. By combining best practices and professional experience together with technological solution we support you towards your life goals.
We aim at designing the best investment alternatives taking into account your particularities and enabling a smooth sale towards your goals.
We aim to learn about you to shape strategies that ensure proper asset allocation
Our Numbers
R$ 3 bi
under management
192
Clients
Who sails with us
We believe that our team is our main asset. Part of Grupo Fram, our team is led by professionals with more than 20 years of experience who brings to the table knowledge and a unique perspective of wealth management services. Our dedication to excellence is evident not only through our market history but also in our team’s strong academic credentials.
Our team consists of graduates from elite institutions known worldwide for their academic excellence and research, including the Aeronautics Institute, the University of São Paulo, IBMEC, and the renowned MIT and the University of London. This variety of educational experiences fosters a vibrant atmosphere of knowledge and promotes innovative and creative portfolio management solutions.
We recognize that our clients’ success is grounded in the solid skills of our team. That’s why we continuously invest in our professionals' development, ensuring they’re always ahead of market trends and equipped to offer top- notch investment strategies. We invite you to get to know our team better and find out how their deep experience and specialized knowledge can help you achieve your financial goals.
