We have over 200 experienced professionals who are all closely aligned with our business, so turnover is very low. Their work is integrated while focused on their different specialties, thus ensuring dynamism, analytical depth, and valuable specific knowledge to help our clients make decisions for their respective portfolios.
Our investments are approved by committees using historical and risk assessment processes.
Graduated in Business Administration (PUC/SP), with post-graduation in Business (Business School SP) and in Human Resources (FGV/SP), with specialisation in Cognitive Behavioural Therapy (CETCC) in Career Coaching in New York (NYU School of Professional Studies) and certified coach by Integrated Coaching Institute (ICI). With experience in the market since 2001, she acted in national and international companies top leaders in their markets such as Grupo Pão de Açúcar, BASF and Nielsen, in the areas of Strategic Planning and since 2010 in Human Resources, operating in projects in Germany, China, United States and in several countries in Latin America. Since 2020 she is also a volunteer mentor for the Career Accelerating Program from Women from Brazil Group.
Degree in Architecture and Planning from Universidade Católica de Santos and postgraduate studies in Business Administration from FGV (CEAG). Fernando worked at Goldman Sachs as managing director for 11 years being head of the Private Wealth Management operation in Brazil for 8 years. In addition to the experience at Goldman Sachs, Fernando has over 20 years of financial market experience, including ABN AMRO Real, Citibank and BankBoston.
Degree in Business Administration from FGV/SP; Master’s (strictu sensu) in Economics from FGV/SP; specialization from IMD – Laussane; chartered financial analyst (CFA charter holder), and Certified Financial Planner (CFP). Over 25 years of financial market experience in asset management and wealth management, including Citibank, UBS, BankBoston, and Banco Matrix. Currently CEO of Julius Baer Family Office. President of the Brazilian Association of Financial Planners (locally known as Planejar); director of the Brazilian Association of Financial and Capital Market Entities (Anbima); member of the Brazilian Corporate Governance Institute (IBGC).
Independent Compliance, Anti Money Laundering and Risk Management professional with 22 years of experience in financial markets and more recently, engineering and Infrastructure. In the Financial Markets, Margarida had the opportunity to cover a wide array of businesses in global banks such as HSBC, ABN Amro and most lately Citigroup, as Head of Compliance for Latin America with coverage of 20+ countries. In 2018, Margarida implemented an Integrity and Risk Management program as well as built an Internal Audit structure in one of the largest Brazilian construction companies – Odebrecht Engineering and Construction – obtaining subsequent certification from the Brazil Ministerio Publico and US Department of Justice.
Paulo earned his master’s in Economics from FEA-USP and MBA from INSEAD. Formerly partner and chief economist with Quest Investimentos from 2005 to 2013 and professor of International Finance and Business Valuation at INSPER/SP.
Graduated in Economy with a MBA by IBMEC and specialisation in Asset Management by Swiss Finance Institute. Reliance’s partner since 2011, acted in the Private Banking sector of Itaú, in the investments’ funds board at Banco Intercap with responsibilities in the investment funds management and at Banco Multiplic with responsibilities in the Corporate Banking area.
Degree in Economics from UFPE; graduate degree program in Finance. Previously active in Asset Management, Credit and Corporate Banking with Banco Rendimento, Banco Safra and Bank Boston. He has been a partner with Reliance since 2001.
Rodolfo is CFO of Julius Baer Family Office with extensive experience in international and local Private Banking and Asset Management, having spent a long period at Credit Suisse Hedging Griffo, Credit Suisse Switzerland, and Ambev. Graduated in Economics and MBA in Finance.
Degree in Economics from USP. In the financial market since 1996, extensive experience with major financial institutions in positions related to asset and wealth management (e.g. JP Morgan and Unibanco Asset Management). He is CGA certified at Anbima and was Member of Anbima’s Financial Asset Management Committee. He has a specialization in leadership and management from the Center for Creative Leadership (CCL).