Fernando Beyruti, Global Head of Itaú Private Bank, highlighted the potential for this partnership to expand their advisory role in international investments. It bridges local wealth with global investment opportunities, setting a new standard for private banking in Brazil.
Itaú names Safra fund manager as global CIO for private banking area
September 19, 2016 by
Nicholas McCarthy will be based in Sao Paulo and oversee strategy for asset allocation and the investment-advisory business for wealthy Latin American individuals.
Tax holiday on wealthy Chileans could alter local private-banking landscape
December 7, 2015 by
Repatriation or sunlighting of undeclared overseas assets could generate new flows to local private banks and wealth managers.
