Ricardo Sato

UJJI AI transforms knowledge in peoples mind into business-specific documentation. And documentation into easy-to-consume training. No time or effort on you or team mates, whatsoever. Businesses of all sizes use UJJI AI to help individuals document their day-to-day processes, accelerating time to value and mitigating the cost of lost knowledge. Just build SOPs and documentation with the help of UJJI AI. And transform them along with any of your any other internal resources such PDFs, PPTs, DOCs, Notion, Slack, call recordings, etc. into easy-to-consume knowledge equipping e-learning experiences.

PoM WM is a next-gen investment platform that helps wealth management similarly to a Single Family Office for both onshore and offshore assets, liquid and illiquid. Its designed for Millennials and Affluent GenZ investors (“Simple-needs Segment”) in Latin America that are currently underserved with traditional Wealth Management financial institutions. Our clients use our mobile app to have a detailed view, in a consolidated statement, of assets of all their global bank accounts via Open Banking/Finance. They have access to a Trusted Advisor to keep the peace of mind that their wealth are well managed by specialists, without conflicts of interest and focused on goals-based planning/investing. Clients receive cashbacks from investment products and achieve their lifestyle goals with the support of our concierge services.

Dê o futuro de presente. Aplicativo para você guardar dinheiro para o futuro da criança que você ama. Seguro e colaborativo.

The next generation of financial wellness

UJJI AI transforms knowledge in peoples mind into business-specific documentation. And documentation into easy-to-consume training. No time or effort on you or team mates, whatsoever. Businesses of all sizes use UJJI AI to help individuals document their day-to-day processes, accelerating time to value and mitigating the cost of lost knowledge. Just build SOPs and documentation with the help of UJJI AI. And transform them along with any of your any other internal resources such PDFs, PPTs, DOCs, Notion, Slack, call recordings, etc. into easy-to-consume knowledge equipping e-learning experiences.

PoM WM is a next-gen investment platform that helps wealth management similarly to a Single Family Office for both onshore and offshore assets, liquid and illiquid. Its designed for Millennials and Affluent GenZ investors (“Simple-needs Segment”) in Latin America that are currently underserved with traditional Wealth Management financial institutions. Our clients use our mobile app to have a detailed view, in a consolidated statement, of assets of all their global bank accounts via Open Banking/Finance. They have access to a Trusted Advisor to keep the peace of mind that their wealth are well managed by specialists, without conflicts of interest and focused on goals-based planning/investing. Clients receive cashbacks from investment products and achieve their lifestyle goals with the support of our concierge services.

Dê o futuro de presente. Aplicativo para você guardar dinheiro para o futuro da criança que você ama. Seguro e colaborativo.

O Grupo Julius Baer é referência mundial em Wealth Management há mais de um século e está presente nos principais centros financeiros do mundo. A história do Julius Baer Brasil começa com a união de duas companhias que existem há mais de 20 anos prestando serviços de consultoria e gestão de patrimônio para pessoas físicas, family offices e multi-family offices no Brasil: GPS e a RELIANCE. Respeitando as histórias e as distintas culturas dessas empresas com muitos anos de experiência, modelos complementares e equipes robustas e incorporando a cultura forte e global do Grupo Julius Baer, em 2019 constitui-se o Julius Baer Family Office. E em 2023, com a fusão de todas as operações, nasce o Julius Baer Brasil. A busca pela entrega do melhor serviço para nossos clientes é constante, através de um serviço personalizado, capacidade técnica inovadora e uma ampla gama de serviços exclusivos. Como referência internacional em gestão de patrimônio, nosso compromisso é sempre trabalharmos sob os mais altos padrões de qualidade e governança, além de gerenciarmos a nossa empresa com uma abordagem de longo prazo, focando na criação e manutenção de relacionamentos duradouros, baseados em confiança. O Grupo Julius Baer está presente em cerca de 60 locais em todo o mundo e no Brasil, o Julius Baer atua nas 5 regiões do país, contando com escritórios em São Paulo, Rio de Janeiro e Belo Horizonte.