Besides offering our expertise in Financial and Asset Planning, Succession Planning Coordination, and support to investments in Brazil’s and international financial markets. We support tailor-made solutions according to the objects of each client.
And to offer customized service and aligned with the financial objectives, projects, and individual needs, AWARE INVESTMENTS has a technology team and consolidation platforms that allow us to assure the confidentiality and safety of every information we handle.
We highlight among our services and features, combined with the high technical quality of our team.
Permanent follow-up of the investment portfolio, which allows us to:
- Asset Allocation and portfolio optimization;
- Proposal Material creation comparing current and suggested portfolios;
- Consolidation and Quotation of Administrative Portfolios and Exclusive Funds;
- Calculation of administration rates and portfolio performance with daily appropriation.
Permanent follow-up of new Private Banking manager-to-manager exclusive funds launching, which allows us to:
- From the allocator perspective: Who are the most/ the least allocated managers by product type;
- From the manager perspective: Who are the allocators with a want for determined asset classes;
- How does the allocator/manager distribute the resources among different asset classes;
- Funds and manager’s liability follow-up tool;
- Qualitative data of funds’ managers/allocators.
Real Estate Investments and other Lifestyles Assets
Support in capital transfer between Brazil and abroad