- São Paulo/SP
- (11) 4118-5013
Assessoria de Investimentos
O que é o assessor?
Assessoria Ibéria
A nossa assessoria de investimentos analisa o que compõe a sua estrutura financeira, as suas necessidades e objetivos de curto, médio e longo prazo e apresenta para você as melhores alternativas de investimento disponíveis no mercado. Além disso, seguimos todos os padrões de órgãos reguladores, o que proporciona a excelência da nossa gestão.
Especialistas
no cuidado
Entendemos o processo do cliente através de um diagnóstico e mapeamento de objetivos. Pontuamos objetivos de curto, médio e longo prazo, com a finalidade de oferecermos soluções alinhadas com o seu perfil.
Confiança
e experiência
Nosso corpo profissional possui o certificado Ancord, obrigatório para a função. Este e as demais certificações comprovam as competências para auxiliar o investidor.
Relacionamento e independência
A essência do nosso trabalho é o compromisso com o cliente. Todas as nossas ações ocorrem de acordo com as necessidades de cada investidor, garantindo que os interesses do cliente estejam em primeiro lugar.
marketing analysis
business innovation
finance strategy
corporate management
the language of business
Consultancy That Empowers You
We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.
Our Mission
Our clients’ needs are constantly changing, so we continually seek new and better ways to serve them. To do this, we are bringing new talent.
Investment Management
We welcome and celebrate different perspectives to help our firm, our clients and our people achieve enduring results.
Private Credit & Equity
We hire people with exceptional talents, abilities and potential, then create an environment where you can become the best.
Our Vision
Our clients’ needs are constantly changing, so we continually seek new and better ways to serve them. To do this, we are bringing new talent.
Investment Management
We welcome and celebrate different perspectives to help our firm, our clients and our people achieve enduring results.
Private Credit & Equity
We hire people with exceptional talents, abilities and potential, then create an environment where you can become the best.
main principles
Global Reach with Local Understanding
Exceptional Client Service
In healthy companies, changing directions or launching new projects means combining underlying strengths and capacities with new energy and support.
A Great Team and Winning Culture
In healthy companies, changing directions or launching new projects means combining underlying strengths and capacities with new energy and support.
A Commitment to Integrity, Fairness
In healthy companies, changing directions or launching new projects means combining underlying strengths and capacities with new energy and support.
testimonials
What People Say About Us
“We know a diverse workforce and an inclusive culture matters to our clients. Through philanthropy and employee volunteerism, we support the diverse communities where our employees live.”
Oliver Simson
client of company
“We know a diverse workforce and an inclusive culture matters to our clients. Through philanthropy and employee volunteerism, we support the diverse communities where our employees live.”
Mary Grey
Manager
“We know a diverse workforce and an inclusive culture matters to our clients. Through philanthropy and employee volunteerism, we support the diverse communities where our employees live.”
Samanta Fox
Designer
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