Carolina Couri, CFP®

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?

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?

L&Gs asset management business is a major global investor across public and private markets, with £1.117 trillion in AUM.* Our clients include individual savers, pension scheme members and global institutions. We provide investment solutions from index-tracking and active funds to liquidity and liability-based risk management strategies. Our investment philosophy and processes are focused on creating value over the long term. We believe that incorporating financially material sustainability criteria, when relevant to our clients, can create value and drive positive change. This reflects L&G’s purpose: ‘Investing for the long term. Our futures depend on it.’ *Source: L&G, global AUM as at 30 June 2025. Excludes assets managed by associates (Pemberton, NTR, BTR). The AUM includes the value of securities and derivatives positions and may not total due to rounding. Posts are aimed at professional investors only.

A Itaú Asset Management é a gestora de fundos de investimentos do Itaú Unibanco. Somos a maior gestora privada do Brasil, atendendo há mais de 60 anos, os mais diversos perfis de clientes. Os resultados são fruto de estratégias de investimento construídas com base em pesquisa e sofisticação de análise. Contamos com aproximadamente 240 colaboradores distribuidores entre nossos escritórios no Brasil, Buenos Aires, Santiago e Nova York.