Brazil Wealth Advisory Group
Independent São Paulo multi-family office and CVM-registered portfolio manager (BWAG) building and managing global investment portfolios and coordinating succession planning.
Identity
- HEADQUARTERS
- São Paulo, Brazil
- FOUNDED
- 2012
- OUTSIDE CAPITAL
- Yes — also manages others' money
Overview
BWAG Gestão de Recursos describes itself as an independent multi-family office that builds and manages domestic and international portfolios for clients, reviews them periodically, represents clients with banks and coordinates succession planning. It charges a contractual management fee on assets and states that any rebates are passed back to clients. Its reference form says it was incorporated in São Paulo in September 2012 and received CVM authorisation as a portfolio manager in October 2013. Several partners previously worked at Bradesco's private bank.
People
- Flavio SenderFounding partner and director; compliance and risk director · source
- Rodrigo Rhormens Alves NatelFounding partner and director · source
- Geraldo Ribeiro do Valle Haenel FilhoFounding partner and director · source
- Sergio Augusto Vilares de AssunçãoFounding partner and director · source
- Claudia Aparecida Oliveira de GenaroPartner · source
- Ana Carolina Schincáglia de VasconcellosPartner · source
- Eduardo Oliveira OncinsPartner · source
- Gabriel Bocoli SantiniPartner · source
- Gilmar Gonçalves VianaPartner · source
- Katia Ramos MacielPartner · source
- Livia Cristina Ferreira GonçalvesPartner · source
- Luiz Anttonio Farha RoccoPartner · source
- Matheus Aquino ChagasPartner · source
Frequently asked questions
Brazil Wealth Advisory Group is a multi family office based in São Paulo, Brazil, founded in 2012.
Brazil Wealth Advisory Group does not publicly state whether it puts its own money into companies or invests through funds.
Key people at Brazil Wealth Advisory Group include Flavio Sender (Founding partner and director; compliance and risk director), Rodrigo Rhormens Alves Natel (Founding partner and director), Geraldo Ribeiro do Valle Haenel Filho (Founding partner and director) and Sergio Augusto Vilares de Assunção (Founding partner and director).
Yes. Brazil Wealth Advisory Group manages capital from outside investors.