To take care of our clients’ assets, we are inspired by family doctors, who build long-term relationships based on trust and technical ability. Our recommendations are always surgical.
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.
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.
Raphael has been working in the Private Banking area for over 12 years. Before funding Arton Advisors, Raphael Vieira was the co-head of XP Private Investment Solutions team. Prior to that, he has worked in the investment and treasury teams of JP Morgan and Citibank.
• Distribution and due dilligence of different asset classes.
• Unbiased view regarding counterparts.
• Guidance building clients' asset location.
• Guidance finding the best investment strategies.
• Foreign exchange brokerage operations.
• Hedging Solutions.
• We assist private individuals and companies in Brazil or abroad with the optimal capital solutions.
FINANCIAL PLANNING, RISKS AND INSURANCES
• Wealth planning and succession.
• Risk assessment and capital preservation solutions.
TAX PLANNING AND INHERITANCE
• Partnership with the top law firms in Brazil and abroad.
REAL ESTATE FUNDS