Wealth Management

Investment curation

OBB Capital Wealth Management is an investment boutique that seeks consistent long-term results, and always aware of short-term movements.

It is formed by people with broad experience in the financial market seeking to provide each customer a unique and exclusive experience and aiming to build long and lasting relationships.

OBB Capital Wealth Management has a strong curation of investment ideas in its DNA. Today's extremely complex world requires an ongoing process of deep analysis of all scenarios and markets, and a continuous search for alternatives that meet and exceed the investor expectations

The curation concept is key for us.

What we do

Complete wealth advisory

Markets analyses and development of strategies

Consolidation of the assets, analysis, and performance attribution

Active management of the global portfolio

Tax, legal and succession advice

Alternative investments

Creative investment and credit solutions

Portfolio Management comprises the following steps:

1

Understanding the Client Profile and Objectives

2

Analyze and Construct the Scenarios

3

Design the Global Client Portfolio

4

Asset Allocation

5

Analysis of the Results and Fine-Tuning

Investments

Asset Classes

Equity

The equity, or variable income, has been a determining factor in forging long-term results. The various transformations the world has been going through is one of the main themes of stock portfolios. According to our vision, each client more sophisticated in equities must hold positions in segments aligned with the global trends.

Fixed Income

The search for more sophisticated fixed income investments is key. The fixed income investment portfolio must be dynamic and change according to the economic scenario, considering the monetary policy.

Alternative Investments

Alternative investments, such as Hedge Funds, Real Estate Funds, Private Equity, Venture Capital, Commodities, Gold, and Cryptocurrencies have played an increasing role in investment portfolios, presenting uncorrelated alternatives that improve the risk-return ratio of the portfolios.

Office

  • Rua do Rócio, 350 
    1º andar
    Vila Olímpia, São Paulo - SP
    CEP 04552-000

Contacts

  • (11) 2147 0450

  • This email address is being protected from spambots. You need JavaScript enabled to view it.

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