A complimentary and experienced team of specialists
Private Banking Executive with over 20 years’
experience working for tier 1 financial
institutions and legal consultancy firms in Brazil
and abroad.
Formerly served as Senior Vice President at EFG
Bank & Trust (Bahamas), Director at Credit
Suisse Nassau Branch among other leadership
positions at Royal Bank of Canada, Itaú Asset
Management and HSBC Asset Management in
Brazil.
Graduated in Law at Universidade São Judas
Tadeu and post-graduated in Finance and
Economics at Fundação Instituto de Pesquisas
Econômicas (FIPE) in partnership with
Universidade de São Paulo (USP).
He is a member of the Brazilian Bar Association
(OAB).
experience working for tier 1 financial
institutions and legal consultancy firms in Brazil
and abroad.
Formerly served as Senior Vice President at EFG
Bank & Trust (Bahamas), Director at Credit
Suisse Nassau Branch among other leadership
positions at Royal Bank of Canada, Itaú Asset
Management and HSBC Asset Management in
Brazil.
Graduated in Law at Universidade São Judas
Tadeu and post-graduated in Finance and
Economics at Fundação Instituto de Pesquisas
Econômicas (FIPE) in partnership with
Universidade de São Paulo (USP).
He is a member of the Brazilian Bar Association
(OAB).
33 years in executive and leadership positions in Multi and Single Family Offices, Financial
Institutions, companies dealing with digital identity and Boards of Directors. He was Head of the Single Family Office Safdié, Director of Portfolio Management, Operations, Back Office, Compliance and Risk at Safdié Wealth Management & Multi Family Office DTVM and
Director of Corporate Finance, Asset Management and Leasing at Banco Cidade SA.
He was Co-CEO of Certisign, leader in digital certification in Brazil, for 6 years, as well as a Board Member in other companies. Portfolio manager authorized by the Brazilian Securities Commission – CVM and certified by ANBIMA for professional management of third-
party portfolios. TEP – Registered Trust and Estate Practicioner, by the STEP Association.
Graduated and post-graduated in Business Administration at FGV-SP.
Institutions, companies dealing with digital identity and Boards of Directors. He was Head of the Single Family Office Safdié, Director of Portfolio Management, Operations, Back Office, Compliance and Risk at Safdié Wealth Management & Multi Family Office DTVM and
Director of Corporate Finance, Asset Management and Leasing at Banco Cidade SA.
He was Co-CEO of Certisign, leader in digital certification in Brazil, for 6 years, as well as a Board Member in other companies. Portfolio manager authorized by the Brazilian Securities Commission – CVM and certified by ANBIMA for professional management of third-
party portfolios. TEP – Registered Trust and Estate Practicioner, by the STEP Association.
Graduated and post-graduated in Business Administration at FGV-SP.
Always at the forefront of innovative projects focusing on relationships, strategies, and sales within the luxury, fashion, art and beauty sectors, with over 20 years of experience. Claudia was a founding partner of Attaché branding and energy marketing agency. She also held senior Executive positions, throughout her career, as a Director of Higher + Higher, the agency of branding and creative in Brazil owned by partners Mario Testino and Jan Olesen based in London; Director of Taterka, having Natura Brasil as her main account; and creator and partner of Pelu, the first store in São Paulo to sell new fashion designers in a space integrating a store, beauty salon, restaurant and bar. To this day, Pelu is a reference in fashion. She graduated in advertising and marketing from Unip College in São Paulo, Brazil and lived in the United States for 3 years learning marketing and psychology at UCSD in San Diego, California.
Graduated in Economics at Mackenzie University, post-graduated (MBA Program) at Fundação Armando Alvares Penteado – FAAP and executives programs at London Business School -LBS.