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REAG Wealth Management

Assertive financial solutions in Wealth Management

REAG Wealth Management (RWM) is an area responsible for activities related to wealth management, as well as client support, working in coordination with the other teams and structures of the company.

RWM works on the concept of multifamily office (MFO) to serve family groups looking for institutional solutions.

Like the other REAG teams, this department performs its activities independently and always in accordance with the interests of its clients.

The support model is client-centric. This means that the solutions proposed by the RWM team always seek to be compatible with the needs and desires expressed by the clients.

Customization is the main tool we provide to serve investors with institutional expectations and demands.

RWM has a team of executives with over thirty years of individual experience across a broad spectrum of the financial and asset management industry: banks, assets, Closed Supplementary Pension Funds (entities), MFOs, and brokers.

Several executives are authorized to act as securities portfolio managers by the CVM, and/or have certification as managers (CGA) by ANBIMA.

Process, Investor Profile Analysis and IPS

RWM believes that implementing comprehensive and consistent planning is essential for investment management to be inserted into the client's actual context, considering all of their objectives, liabilities, succession and tax issues.

This process begins with an interaction involving a clear understanding of the client's situation, objectives, needs and restrictions, and the RWM's assessment, assumptions and analyses.

This makes it possible to develop the cornerstone of management, which is the Personal Investment Policy (IPS). It is the investment policy that will guide: the selection of assets, products, managers, strategies, solutions, allocation and diversification.

This process must, by definition, be continuous and feedback-driven, as external and internal factors change over time.

Our Value Proposition

The main objective is to preserve equity over time

Active management and strategic asset allocation

Institutionalization of the investment process

Partnership and commitment to our clients

Search for sustainable growth of accumulated resources

Customized solutions

High added value consolidation, monitoring, and reporting

Full alignment of interests

Sound, outsourced operational and monitoring support

Impartiality and transparency in decision-making

Competitive operating costs

Senior and expert team

Open architecture, multiple solutions

 

Investment funds are not guaranteed by the administrator, portfolio manager, any insurance mechanism, or the Deposit Insurance Fund – FGC. The reported returns are not net of taxes. Past performance is not indicative of future results. Investors are advised to carefully read the investment fund regulations, which include class exhibits and subclass appendices, as applicable, as well as the prospectus, if applicable, and other relevant documents before investing their respective funds. All orders transmitted digitally are subject to interruptions or delays, which may prevent or impair the transmission of orders or the receipt of updated information."