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Experience · 2 entries
All (2)
Investments (1)
2018
Investor
Jul 2018
Itaú Unibanco is a global financial services firm and the largest private sector financial institution in Latin America. Headquartered in São Paulo, Brazil, Itaú is a full-service financial institution that offers a complete spectrum of financial products and services to a broad range of clients, from individuals to the most sophisticated institutional investors. Itaú has operations in 19 countries throughout the Americas, Asia, Middle East and Europe.
In the United States, Itaú has offices in Miami and New York with three lines of business offering a broad range of corporate investment, asset management and private banking services. Learn more:
- Private Bank (search for "Itaú Private Bank")
- Asset Management (search for "Itaú Asset Management")
- Corporate & Investment Bank (search for "Itaú BBA")
The information contained herein is for reference/informational purposes only, and does not constitute any invitation or recommendation of investments of any kind. The information is provided “as is” and Itaú does not warrant its accuracy, completeness or adequacy, nor does it undertake any obligation to maintain it updated at all times.
2014
Client Services Officer
Jun 2014
EFG Capital International Corp. provides a wide variety of investment advisory, portfolio management and brokerage services, designed to provide a comprehensive array of investment alternatives tailored to the investors specific needs and risk profiles.
We are also part of the strong and long-standing regional network of EFG International ("EFGI"). Our team of dedicated investment professionals consists of client relationship officers, portfolio managers, chartered financial analysts and investment adviser representatives who understand investor requirements and market characteristics. Just as importantly, our advice is global in scope. As such, we are able to provide regional services while tapping market opportunities in Europe, North America, Asia and other key financial regions.
