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Senior Investor
Jan 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?
Relationship Manager – Middle Market Investors
Nov 2005
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. 😉
Experience · 6 entries
All (6)
Investments (3)
2024
Senior Investor
Jan 2024
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.
Senior Investor
Jan 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?
2017
Client Advisor | Brazil Desk
Sep 2017
From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that its our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. Ready to be part of #teamUBS and make an impact? Find out more at ubs.com/careers.
UBS works with individuals, families, institutions, and corporations around the world to help answer some of lifes questions – whether through award winning wealth management advisory, investment banking and asset management expertise, or private and corporate banking services in Switzerland*. In June 2023, Credit Suisse became a UBS Group company.
With our large and diverse team operating internationally, we have a presence in all major financial centers in more than 50 countries. Although we all come from different backgrounds and specializations, two things unite us: the conviction that we’re stronger together, and the will and curiosity to constantly innovate. That’s the key to us unlocking our full potential (and what we look for in everyone who joins us). It’s also why we’re regularly recognized as an attractive employer.*
* Our awards https://www.ubs.com/awards
Social Media Legal Terms: http://www.ubs.com/social-legal
2016
Partner | Investment Advisor
Mar 2016
Wright Capital é uma gestora de patrimônio independente.
Gestão de patrimônio requer dedicação, talento e cuidado.
Escolhemos dedicar nossas vidas àqueles que cuidam.
Acreditamos que a alocação de nossos recursos é a expressão não só dos nossos valores, mas também daquilo que desejamos que prospere.
2015
Vice President
Apr 2015
Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton (www.franklinresources.com).
The products, services, information and materials referenced in this site may not be available to residents in certain jurisdictions. Consult with an investment professional or contact your local Franklin Templeton office for more information. This site and the information contained herein is not intended to constitute an offer to sell or an invitation or solicitation of an offer to buy any product or service by Franklin Templeton. Nothing in this website should be construed as investment, tax, legal or other advice.
All investments involve risks, including potential loss of principal.
LinkedIn is owned by a third party unaffiliated with us. We are not responsible for LinkedIn’s privacy, security, or terms of use policies that control this service, nor their content, software, or tools (or those of any third party’s) that are available through links from this page. You use any third-party site/media, software and materials at your own risk. US readers:
View our Terms and Conditions at: https://www.franklinresources.com/resources/social
©Franklin Templeton. All rights reserved.
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2005–2024 · 3 investments
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