Julius Baer Brasil Mobile vs. G5 Partners Utilizzo e statistiche

Dedication and focus on wealth management with qualified professionals to analyze, manage and structure solutions suited to the needs of each client. Our method is carefully planned based on local and international economic scenarios, family and corporate context, and our clients' life plans. --- Our differences --- • Independent structure Independent management, free from conflicts of interest. • Individualized management Constant balance of families' goals and objectives to build a portfolio with the best risk-return ratio, profitability aligned with family desires and capital preservation. Our management model aligns the choice of individual assets and funds (bottom up) with allocation by type of investment (portfolio allocation) and constant rebalancing according to variations in economic scenarios (top down), all to maximize long-term profitability. term, according to the profile of each family, and minimize risks, thus ensuring consistent capital returns. • Global consultancy Local and international asset management. • Open architecture Wide access to different financial products with independent decision-making. • One stop shop Our investment structure allows access to all areas of the group: Mergers and Acquisitions, Restructurings, Structured Credit and Venture Capital. • Consolidation Thorough analysis of the client's entire risk profile and investment portfolio for a more efficient portfolio allocation. • Wealth planning In conjunction with G5 Partners' financial wealth management services, the client is advised by our Wealth Planning area, whose main objective is to assist our clients in their wealth and succession planning with the care and confidentiality that such matters require. This is integrated advice aimed at optimizing and perpetuating our clients’ assets. The Wealth Planning area coordinates, with third-party specialists, different wealth and succession planning demands, including topics related to: > Inheritances and donations (involving assets in Brazil and abroad) > Constitution and reorganization of corporate structures in Brazil and abroad > Other citizenships > Philanthropic initiatives Always observing the legal and regulatory limitations applicable to the manager and the nature of the requested service, our team is prepared to deal not only with technical issues, but also with the emotional aspects of negotiations, contributing to the stability and well-being of the family. throughout the planning and asset transition process.