Personalised investment solutions for private clients, families and companies; investment profile definition, asset allocation, portfolio structuring, risk management and long-term portfolio management.
Corporate Advisory
Consultancy on financial products and portfolio transactions; structuring and restructuring of ideas, investment products and portfolios, product swaps, illiquid positions and risk reduction.
Business Plan drafting / Start-up advice
Drafting of business plans for new ventures, including corporate structure, logistics, location, labour availability, environmental impact studies and transport access.
Special operations
Advice on special corporate transactions with fiscal aspects; demergers, restoration and reorganisation, including cases involving hidden reserves or shareholder enrichment.
Asset allocation
Portfolio structuring according to client directives, with exposure across equities, bonds, structured products, derivatives, currencies, alternative investments and real estate.
Knowledge
No knowledge articles yet
Once BNK Fiduciaria S.A. has claimed this profile, we'll publish editorial articles and case studies here together.