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.
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.
RAPHAEL VIEIRA
CO-HEAD INVESTMENTS
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.
INVESTMENT TEAM
SERVICES
OPEN ARCHITECTURE
• Distribution and due dilligence of different asset classes.
• Unbiased view regarding counterparts.
OFFSHORE OPERATIONS
• Guidance building clients' asset location.
• Guidance finding the best investment strategies.
CURRENCY EXCHANGE
• Foreign exchange brokerage operations.
• Hedging Solutions.
CREDIT
• 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.
OPEN ARCHITECTURE
SOME EXAMPLES
FIXED INCOME
hedge funds
REAL ESTATE FUNDS
FOLLOW ARTON
