Pleni - from the Latin: Full, Integral, Complete
Pleni Wealth Management is the first advisory firm that works on the analysis and customization of your total investment portfolio. Including financial assets and real estate, at a global dimension, we offer a professional and independent wealth management, committed to fully meet your needs.
You can count on a strategic consultancy, that balances your assets distribution as a whole, maximizing both profit opportunities and safety, through financial investments, real estate, entrepreneurship etc, in Brazil or abroad.
We find the proper investment alternatives that suit your profile as well as your goals in the short, medium and long terms, in order to build together the portfolio that is right for you - either conservative or aggressive, with greater liquidity or less...
Our service is totally independent and transparent, delivered under the principles of ethics and confidentiality, exempted of any sort of conflict of interests, since
we do not receive indirect rewards from partners or financial institutions.
Our main value is customer focus, therefore we drive for both quality and sense of urgency to meet your demands, articulating with high-standard business partners the appropriate operational, fiscal, tax and accounting support.
Executive with more than 20 years in the financial market, presents great experience in the private asset management support and institutional partnership. Engineer, with a Master in Economics in UFRJ (Universidade Federal do Rio de Janeiro), has built a solid career in institutions such as Citibank, JP Morgan, Banco BBM and G5 Evercore.
Executive with a broad experience both in the real estate and financial sectors, was responsible for the operations control and financial management, where he has worked for. Engineer, with a Master in Finance in Coppead-UFRJ, has stood out in companies and banks as Souza Cruz, Banco BBM and CR2 Empreendimentos Imobiliários.