7th Annual Private Wealth Brazil Forum 2023 | Markets Group | 20 March 2023 | Renaissance São Paulo Hotel, Alameda Santos, 2233 - Jardim Paulista, São Paulo, Brazil

This Forum is the leading conference for wealth managers, family offices, and private banks throughout the region. The forum’s content is developed through hundreds of one-on-one meetings with the high net worth family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector across the country.

Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. This event is completely closed-door and invitation-only, and it is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.

2022 Past Speakers

Helio Magalhaes
Chief Country Officer, Citibank

Cara Williams
Global Wealth Leader, Multinational Client Group, Mercer

Ricardo Diniz
Vice-Chairman, Bank of America

Otavio de Magalhaes Coutinho Vieira
Partne, Taler

Fabio Passos
Head of Asset Allocation, CA Indosuez Wealth (Brazil)

Marcelo Vicentini
Head of Tax, Standard Chartered Bank (Brazil)

Pedro Romeiro
Partner, Carpa Patrimonial (Brazil)

Mauro Rached
Head of Wealth Management, BNP Paribas

Annalisa Dal Zotto
Partner, ParMais

Osmar Lima
Head of Department, Privatization, Brazilian National Development Bank

Marco Guerra de Sa
Chief Investment Officer Americas, CA Indosuez

Paulo Cocharki
Head of Wealth Management, UBS (Brazil)