Investment advisory

Wealth management

As part of the management of the clients’ assets, we may be able to act as a provider of investment advice, particularly in cases where the client intends to take a more active role in the management of their portfolio. A solid solution is designed in dialogue with us and the client can count on our experience which has been consolidated over more than 20 years.

The client benefits from a personalized follow-up from Investment Advisory throughout the entire investment cycle, defining the degree of involvement and monitoring they desire in the investment process. Within the scope of this consultancy, Atrium adopts a global and integrated view of the client’s wealth, making investment recommendations in various asset classes.

If you are interested in discovering more about Investment Advisory, please contact Renato Rocha.