Every customer is unique. Every customer has built its assets in a particular way, has its own lifestyle, and maintains individual expectations and demands.
With this certainty, we develop solutions that translate into security, privacy and tranquility in the management of your wealth.
Much more than just carrying out wealth planning, we offer financial products and solutions that are suited to your needs and within your profile.
This is because we build close and genuine relationships that can plan and hammer out the best way to achieve your goals.
Today, we manage resources of more than 1,000 customers, with the support of a structure made up of around 21 private bankers in 8 affiliates. You can count on us to achieve the challenge of perpetuating your assets securely and exclusively.
Wealth Management
Global management of your resources, and advice on asset planning and succession planning
Portfolio Management
Innovative and intelligent solutions for managing your investment portfolio
We believe in close and long-lasting relationships, this sets us apart from the rest.
Only with thorough knowledge of the needs of our customers can we seek the best solutions, always supported by modern management tools, advanced statistical models, specially developed systems for interpretation of stress scenarios, and monitoring of market, credit, liquidity and operational risks.
In the process of recommending investments, we take into account – in each service and each operation – several principles that we consider fundamental:
Risk management and control
We want to preserve and contribute to the growth of your wealth, but always with total security. We use state-of-the-art risk control tools.
Preservation of assets
We are aware that your assets must be managed with care and excellence, always in pursuit of your satisfaction and ease-of-mind.
Growth of assets
Besides preserving your assets, we continually seek to identify investment alternatives that help to expand and protect your assets.
Privacy
Your privacy will always be preserved, and we guarantee that information about your assets and operations remains confidential.
Stipulated time frame
Asset management is performed based on of a pre-established time frame and as defined with the customer.
Expected return
We seek, through active and consistent management, to always obtain appropriate returns, which are in line with the goals outlined jointly with the customer.
Periodic analyses and reviews of the strategy
We are always attentive to market changes and the best alternatives. We conduct analyses and reviews of the management strategy and investment of resources periodically.
Wealth Management
Global management of your resources, and advice on asset planning and succession planning
Portfolio Management
Innovative and intelligent solutions for managing your investment portfolio
A team of professionals with vast experience in the financial market and specializing in several classes of assets.
Each Private Banker serves a small number of customers in a unique service model that enables them to develop customized and exclusive investment solutions, using a wide range of products and services in the financial sector.
All of them act in a process of constant enhancement and have the best certifications for the performance of their activities, going beyond the basic indications of the regulatory agencies of our market.
With the support of strategists focused on identifying macro- and micro-economic trends and the evaluation of scenarios, they indicate out the best investment options.
Thus, we build partnerships based on the clear and effective identification of what really counts for each customer.
Wealth Management
Global management of your wealth with personalized assistance and advice.
Portfolio Management
Innovative and intelligent solutions for managing your investment portfolio.
We know that each of your achievements is important and special.
Some of these achievements are cared for so that they are always alive – the thrills, the sensations, the satisfactions. So many other material achievements, as grand as they are, require help and special strategies to be preserved for the next generations. And it is regarding these that we are prepared to help you.
To be eligible for customer service through the Private Banking activity, you must meet the minimum investment capacity of R$ 3 million.
Contact us and learn more about how we can help preserve, enhance and manage your assets, securely and exclusively.
Votorantim Private Bank adhered to the ANBIMA Code of Regulation and Best Practices for Private Banking Activity on the Domestic Market.
Wealth Management
Global management of your resources, and advice on asset planning and succession planning
Portfolio Management
Innovative and intelligent solutions for managing your investment portfolio
