Daniel Margi

Team Leader - International Advisory Itaú Private Bank

📍 Brazil🔄 Updated September 2026💼 1 investments📅 5 years investing🗓 Last invested Jul 2021
Angel investor🌍 Brazil
1
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5y
Years active

Portfolio

1 investments · sorted by recency
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Team Leader - Mesa Investor Internacional
Jul 2021
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 · 1 entries
All (1)
Investments (1)
2021
Team Leader - Mesa Investor Internacional
Jul 2021
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?