Rosenberg Investimentos
Wealth Management
Conducted personally by the partners, we work with a team of experienced professionals in the market, with high analytical capacity to capture macroeconomic trends and long-term vision. We use this knowledge to understand the needs of each family or investor, their strategic goals and objectives, and chart the most effective way to reach them.
Understand below >>ABOUT US
Started in 2009, our focus is to offer the best benefit and comfort to our clients providing balance in their social and financial projects. With no conflict of interest, transparency in collection and differentiated costs, we set up customized and balanced portfolios with smartly-taken risks to generate concrete opportunities according to each profile, taking into account efficient tax and tax solutions.
We have also combined a national and international market view in our assessments and decisions with the support of one of the country’s leading financial consultants, Rosenberg Associados – an institution recently awarded by Reuters in the highest degree of assertiveness in the macroeconomic scenario in Brazil.
Our structure and experience allow us to include all kind of services to be prepared to manage, organize and maintain your assets.
We are an independent company and we take care with respect and exclusive dedication of each one of our clients.
Partners with market experience
LUÍS PAULO ROSENBERG
Economist and Consultant with outstanding career in the academic, business and public areas. Bachelor of Economics from USP, Master’s and PhD in economics from Vanderbilt University. He served as an advisor to Minister Delfim Neto, responsible for the sectors of Science, Technology and Investments in Energy. Member of the negotiating team with the IMF. Economic Advisor to President José Sarney. Currently an economic commentator for BandNews FM. Publication and presentation of papers in national and international forums. He was a Professor at FGV SP, University of Brasília and ITA, Superintendent of IPEA and Member of the Board of Cia. Suzano, Nestlé and Banco BBVA. He was VP of marketing for Sport Club Corinthians between 2008 and 2011.
RENATO SORIANO
Director and Founding Partner of Rosenberg Partners since 2001. Member of the Board of several companies such as International Restaurants of Brazil (IRB), ClearSale and TeleHelp. Co-Founder and Partner of Linear Investimentos between 1993 and 1999. Banco Noroeste third-party fund manager. Responsible for the international area of the Capital Markets Division of the French and Brazilian Bank (BFB). Founding Partner of Linear Investimentos. Executive Director of Banco Fibra. 28 years of experience in financial market. Bachelor of Civil Engineering from the University of São Paulo (USP).
GUSTAVO TROCCOLI
Partner of Rosenberg Investimentos since 2016. Statutory Officer at Banco Fibra S.A, has worked for 10 years, was responsible for the area of Financial Institutions and Director of Investor Relations of Fibra Securitizadora de Créditos Imobiliários. He was controller of the International Corporate Finance – Latin America of the Banque Nationale de Paris – BNP. He worked for 8 years at Banco Icatu S.A, passing through several areas of the bank, including Proprietary Table and Funds Management. Graduated in Economics from Universidade Cândido Mendes (RJ) and postgraduate in Derivatives by BM & F, Modules of Fixed Income Elements, Evaluation of Options Contracts, Volatility Estimation, Interest Rate Options and Risk Management.
We use our expertise and economic vision to create customized solutions with maximum management efficiency with access to differentiated products and services.
The Investment Process
See below a step by step to understand our initiatives.
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1
Knowing You
Together we define strategic goals and objectives, verifying the need for governance, cash flow and budget.
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2
Feel Safe
We do the complete tax planning. We check the need to change tax domicile and review insurance and retirement plans.
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3
Check by Yourself
Access customized consolidated reports, aggregate data by assets, class and currencies. You can also view reports with a macroeconomic scenario from Rosenberg Associados.
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4
Customized for You
Macroeconomic vision and active management, construction of local and international portfolios, constitution and management of funds and structures.
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5
Service
Banking, legal and accounting services. Fiduciary administration, controlling and custody, execution of orders and negotiation of costs.
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6
It’s Your Patrimony
Family Governance and creation of decision-making structure, family meetings, monthly meetings and audit of accounts.
SPORTS & ENTERTAINMENT
A Rosenberg division dedicated to meet the unique needs of professional athletes and artists.
Financial advice for each stage of your career.
More AboutGuides and Policies
The principles, concepts and values that guide the conduct ethics of partners, employees and employees involved in the activities of Rosenberg Investimentos.
Committees
For a more transparent and reliable management.
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Risk Management Committee
Responsible for defining the market, operational and liquidity risk policies and procedures applicable to the Portfolios under management, as well as the deliberation on the guidelines, strategies and limits for risk taking.
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Investment Committee
The national and international scenario is discussed in detail until we reach the impact on the portfolios and eventual changes of position.
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Credit Committee
Evaluates new investment products based on credit analysis, rating, return rates, portfolio quality, expected loss indexes. It also analyzes and evaluates the credit limits established for each portfolio and fund.
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Macroeconomics Committee
It discusses in detail the economic situation and the construction of scenarios for macroeconomic projections. For this purpose, it uses the consulting services of Rosenberg Associados (projection of the main market indices).
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Compliance Committee
It is responsible for defining and verifying compliance with internal control policies. It also participates in the viability study of new products or services to be provided, collaborating to identify and mitigate risks of the product.
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