Asset/Wealth Management and Single/Multi Family Office

With total independence in the approach taken to our analyses, we advise Portfolio Managers, Single and Multi-Family Offices, Wealth Managers, and everyone involved in the buy side, regardless of the management strategy, playing a complementary role and providing technical reinforcement through the analysis.

 

Providing extensive coverage, our analysis team is divided into asset classes – equities (fundamental and technical analysis), fixed income, hedge/mutual funds, and REITs. We also have a segregated team specialized in local and international macroeconomics, combining top down and bottom up investment approaches.

We provide additional value acting as independent analysis players, having no restrictions on our coverage – including analyses of primary and secondary offerings – inherent to our business model.

Please contact us to learn more.

Asset/Wealth Management and Single/Multi Family Office
 

Reports and analyses

 

Service

  • Scenario and investment thesis discussions/meetings
  • Access to analyst for discussions on investment cases
  • Corporate Access
  • Global Roadshows and Investor Education
  • Presentation of Investment Case for local and foreign investors
  • Real time access to the team of technical analysts
  • Sector analyses
  • Macroeconomics discussions
  • Reports, reviews and suggested portfolio recommendations
  • Stock Guide
  • Access to reports via proprietary platform: online and email Access to reports via Bloomberg and Thomson Reuters terminals
  • On demand reports
  • Elaboration of content tailored to internal team
  • Production of content for Investor Education
  • Participation in events and lectures
 

Attendance

LOW TOUCH ACCESS
  • Contact customer service for technical questions
  • Service via email or telephone, with pre-determined SLA
  • Call with analysts team with pre-established schedule
HIGH TOUCH ACCCESS
  • Calls with analysts
  • Meetings with pre-defined themes by the client
  • Exclusive e-mail service channel and/or dedicated team
 

Contact | Trial

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