Aluisio Assad, CFP®

Investor | Itaú Private Bank

📍 Brazil🔄 Updated September 2026💼 1 investments📅 2 years investing🗓 Last invested May 2024
VC🌍 Brazil
1
Total investments
0
Early stage
0
Mid stage
0
Late stage
2y
Years active

Portfolio

1 investments · sorted by recency
All investments
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Late stage
Investor
May 2024
Itaú Private Bank is one of the top global private banks, managing the wealth of Latin American clients in offshore markets. Itaú offers a wealth management platform tailored to the specific needs of its Latin American clients, giving them access to a wide range of global investment opportunities. Itaú’s integrated third-party solutions focus on growth and preservation of wealth throughout the various stages of its clients’ life cycle. Itaú’s culture focuses on client satisfaction and developing lasting, long-term relationships. Itaú aims at maintaining the highest standards of service with its clients, and that same attitude of first-class service also defines Itaú’s relationships with employees, regulators, the markets and civil society in general. Lets talk?
Experience · 3 entries
All (3)
Investments (1)
2024
Investor
May 2024
Itaú Private Bank is one of the top global private banks, managing the wealth of Latin American clients in offshore markets. Itaú offers a wealth management platform tailored to the specific needs of its Latin American clients, giving them access to a wide range of global investment opportunities. Itaú’s integrated third-party solutions focus on growth and preservation of wealth throughout the various stages of its clients’ life cycle. Itaú’s culture focuses on client satisfaction and developing lasting, long-term relationships. Itaú aims at maintaining the highest standards of service with its clients, and that same attitude of first-class service also defines Itaú’s relationships with employees, regulators, the markets and civil society in general. Lets talk?
2019
Equity Sales Trader
Jul 2019
Hello! This is Itaú Unibancos profile on Linkedin. We are the largest bank in Latin America and our purpose is to stimulate peoples power of transformation. Here, we will share with you news about the bank, details about our work environment, opportunities and trends. 😉
2018
Sócio
Nov 2018
Established in 2012, Acqua-Vero Investments was born with the mission of transforming the brazilian financial market, providing the best financial solutions and offering the freedom of choice by the investor suitability. Therefore, our purpose is transform thw way that people invest, helping t hem in the reach of their financial goals with individuality, excelence and looking at the long term. We have a team of more than 150 highly qualified professionals, located at our more than 15 cities in Brazil, always keeping up with the main products of the financial market, to provide a diversified and eficient portfolio for our clientes, beside of our areas of support and technology.