Our clients and their dreams come first
is an independent investment manager. We work with individuals and groups seeking to protect, manage and perpetuate their legacy in a perennial and secure way.
We offer robust planning from the complete analysis of the client’s financial situation to implementation of personalized / tailored IPS, with access to the best investments in Brazil and abroad and significant allocation in alternative assets (venture capital, private equity, real estate and infrastructure).
Our pillars
Item invisível
Item invisível
People
Purpose
Wealth

Partners

CEO & CIO, Member of the Investment Committee
28 years in the financial markets
He used to be a fund manager at Banco Fator, Unibanco, and Mainstay, the equity fund management company he founded. Business administrator by FGV-EAESP and Master in Economics of the Financial Sector by USP.
Chief Commercial Officer, Member of the Investment Committee
14 years in the financial markets
He worked as a private banker at Credit Suisse Hedging-Griffo and founded the investment consulting company Perpetua Patrimônio. Business administrator by FGV-EAESP and professional certified by IBCPF.
Investment Director, Member of the Investment Committee
14 years in the financial markets
He was a partner and responsible for fund selection at GPS, currently Julius Baer Family Office. He is certified by CFA, Master in Economics by FGV-EESP, and graduated in Civil Engineering by Poli-USP.
Our proposal
• Obsession in delivering results for our clients.
• Build transparent and close relationships.
• Ethics and cordiality.
• Meritocracy, excellence and search for positive impact.
What we do

We analyze your wealth as a whole, your individual and family needs, particularities and restrictions in detail.
We assess the geographic distribution and asset classes that compose your investment portfolio.

We help to define the most efficient corporate and tax structure.
We establish the governance rules between Jera, you and your family members through a personalized Investment Policy Statement.
We can help defining the succession strategy and rules.

We reallocate your resources as defined in the planning step, accessing the best opportunities in all asset classes in Brazil and worldwide.

We offer resource consolidation reports across different institutions and locations.
We rebalance your portfolio periodically for tactical reasons, one-off opportunities or changes in long-term strategy.

with our CEO
Our differential
Item invisível
Item invisível.
Alignment of interests
Personalization and Proximity
Access to Opportunities
Item invisível
Item invisível.
Transparency
Global Approach
We analyze not only financial investments. We understand all your wealth, whether financial assets in Brazil or abroad, equity stakes in companies, real estate, or farms.
Cost efficiency
Where we are located
Vila Olímpia – São Paulo | SP
Zip Code 04551-000