FM
Fernanda Martins
Office Manager And Director Of Compliance And Risk at Aqua Wealth Management
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Work Experience
Office Manager And Director Of Compliance And Risk
Jan 2020 - Present · 5 years
Director Of Compliance And Risk And Partner
Feb 2016 - Present · 8 years and 11 months
super lucida
Founder And Owner
Nov 2015 - Present · 9 years and 2 months
Company Details
11-50 Employees
We are a multi-family office working as a strategic ally of families who wish to manage their financial assets in an orderly and effective manner. With offices in Sao Paulo, Montevideo and Miami, we create and implement the best solutions in order to reach families' goals concerning preservation, growth and inheritance of their financial assets. We conjugate our global market background and expertise with our impartial and customized vision, as a company whose mission is to understand and deal with a family's unique circumstances. As focused observers and actors, we make sure goals are reached through effective financial asset management. Professionalism, expertise, confidentiality, transparency, and ethics are the cornerstones of our work, thanks to which we build effective and lasting associations with families that put their trust in us.
Year Founded
2009
Social Media
LinkedinFacebook
Industry
Financial Services
HQ Location
Rua Funchal, 375 - Cj. 12 São Paulo, SP 04551-060, BR
Keywords
Global Portfolio Managementfamily officeMulti family officewealth managementfinancefortunasgovernança familiarassessoria financeiraalta rendasucessão
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