We offer a complete range of services, including legal, accounting, tax, and investment advisory for you and your family, both in Brazil and abroad.
BERNARDO ASSUMPÇÃO
CEO
With 25 years of experience, Bernardo is a former partner of XP. In the past, he was a Managing Director at JP Morgan, in charge of Brazil's investment desk. He also had notable stints at Citibank and Banco Opportunity.
JOÃO SÁ
CO-HEAD INVESTMENTS
With 12+ years of experience with Ultra High Net Worth clients, João Sá is the former co-head of XP Private Investment Solutions team. Previously, João has participated in the investment and trading desk teams of both JP Morgan and Goldman Sachs.
GUSTAVO FALCONI
INVESTMENT ANALYST
With over 10 years of experience in the financial market, Gustavo has worked from 2016 to 2020 at XP Investiments, helping the commercial area and XP Private. He is CFP and CGA certified.
Our differentials
GLOBAL ASSET
ALLOCATION
We allocate our clients' resources locally and offshore, focusing maximum returns and tax optimization.
INTEREST
ALIGNMENT
We use the top investment houses and have access to a spectrum of tailor made financial solutions.
Examples of institutions where our clients have accounts
FOLLOW ARTON
