Wealth Management

Dedicated teams working closely with every client to customize diversified portfolios that meet their precise needs.

Our experience

+15
Years advising and creating long-term relationships with our clients
+10
Specialists with an average of 15 years in the field
+8
Analysts dedicated to investments

Our Business

For over 15 years, we have provided comprehensive and expert advice on investments based on the asset objectives of high-net-worth individuals and families.

What we do

Patria’s customers are the cornerstone of our business. Our high-performance, multidisciplinary team is always available and fully prepared to address the unique needs of our clients. We accompany them on their financial journey, helping them navigate decisions on a day-to-day basis by providing proprietary insights.

How do we do it

Patria maintains close and trusting relationships with our clients by providing personalized advice. Each of our customers has a dedicated team of experts in their corner who go above and beyond to maximize returns.

What do we offer

Patria builds diversified portfolios focusing on the profile and needs of our clients. We focus on a long-term investment objective and take a global approach, implemented by a sophisticated investment team that vigorously safeguards client assets. With open architecture in international funds and preferential access to Currency funds, we are leaders in alternative assets.

More about Patria

Patria Investments is one of the leaders in alternative asset management in Latin America.

Patria Wealth Management

Experts in asset management and holistic advisory services for high net-worth clients.

Our purpose is to protect and increase the investments our clients have entrusted us. We strive for excellence in everything we do, having always a long-term perspective.

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