ORIZ
São Paulo wealth and asset management group (Oriz Partners) combining family-office services with private-banking style portfolio management, investment banking and a trading desk.
Identity
- HEADQUARTERS
- São Paulo, Brazil
Investment approach
- GEOGRAPHY
- Global
Overview
Oriz Partners (Oriz Participações S.A.) is a São Paulo group launched in February 2023 under economist Carlos Kawall, describing itself as combining family-office exclusivity with private-banking services. Its wealth management covers portfolio administration, exclusive funds, family office and succession planning, alongside investment banking (structured deals, M&A) and a trading desk; it also has a Miami representative office. Third-party asset management is done by Oriz Asset Management Ltda., registered with the CVM as a portfolio manager since 2019, and Oriz Real Estate Gestão de Recursos Ltda. was registered in 2024.
People
- Paulo MinariPartner, asset management · source
- Leonardo OkamotoPartner, asset management · source
- Maria Letícia MendjoudPartner, asset management · source
- Pedro MedeirosPartner, asset management · source
- Beni AksteinPartner, asset management & FIDC · source
- Carlos KawallFounding partner · source
- Carlos PittaPartner, chief executive · source
- Marcos De MarchiPartner, chief economist · source
- Rafael BarbosaPartner, head of wealth management · source
- Fabio LellisPartner, officer (wealth management) · source
- Daniela CaffaroPartner, wealth planning · source
- Bruno ViverosPartner, finance director · source
- Khalil KaddissiPartner, capital solutions · source
- Bruno AlbuquerquePartner, real estate · source
- José Manoel LopezPartner, real estate · source
- Felipe MonteiroPartner, offshore · source
- José CarvalhoPartner, agribusiness · source
Frequently asked questions
ORIZ is a multi family office based in São Paulo, Brazil.
ORIZ does not publicly state whether it puts its own money into companies or invests through funds.
Key people at ORIZ include Carlos Kawall (Founding partner), Carlos Pitta (Partner, chief executive), Marcos De Marchi (Partner, chief economist) and Rafael Barbosa (Partner, head of wealth management).