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WEALTH MANAGEMENT & ADVISORY SERVICES
Profile Analysis
Customer personal goals and risk profile
Asset Allocation
Tailor-made portfolio, with the proper asset allocation
Portfolio Monitoring
Consolidation of investments by asset classes and total return analysis
Tactical Adjustments
Adjustment of Portfolio allocation in line with scenarios’ change
Personal Assistance
Clients are solely assisted by partners
Optmization of clients’ relationships with financial institutions
Assistance with the negotiation and preparation of paper-work
OUR PILLARS
INDEPENDENCE
SUCCESSION PLANNING
TRANSPARENCY
FINANCIAL PLANNING
TAILOR-MADE SOLUTIONS
CONFIDENTIALITY
OUR VALUES
TRANSPARENCY AND RESPECT
in our relationships
IMPARTIALITY
Our recommendations are
exclusively focused on our clients’ goals
IMPROVEMENT AND OVERCOMING
Always exceding clients’ expectations
VALORIZATION
of our clients and associates
THE CHALLENGE
CAPITAL
PRESERVATION
TOTAL RETURN IS NOT THE ONLY RELEVANT VARIABLE
Taxation, Liquidity, Risk and Profile Suitability
MACRO ECONOMIC SCENARIO
COMPLEX INVESTMENT ENVIRONMENT
Diversity of Products, Financial Institutions and Markets
THE COMPANY
Founded in 2005, KPC serves high net worth individuals and families looking to take care of, protect and optimize their assets over the medium and long term. In 2023 we merged with Brainvest Wealth Management and today we operate in an even more robust and complete format. Together we are a global team with a presence in Brazil, the United States and Switzerland with more than 5 billion USD under management.
We follow our 100% independent format and, therefore, with no ties to institutions or financial service providers, our recommendation process is free of conflicts of interest. We are paid exclusively by our clients. We offer access to a wide range of investment alternatives, with the responsibility of recommending the products that meet the specific circumstances and risk profile of each of our clients.
We work in complete confidentiality with regard to our relationships.
CLIENTS’ PROFILE
Individuals, families and heirs
People with little knowledge of the financial market
Entrepreneurs, executives,
and other professionals
People who are intended to dedicate more time to other activities that are not directly related to management of their financial portfolio
People concerned about the perpetuity of the family wealth
CONTACT
US
LOCATION
Av. Doutor José Bonifácio Coutinho Nogueira, 150 Conj 608, room A
Jardim Madalena – 13.091-611
Campinas – Brazil
Email: financeiro@brainvest.com
