Marcos Costa Leite

Itaú Unibanco SA is the asset management subsidiary of Itaú Unibanco Holding SA (BVMF: ITUB4; NYSE: ITUB) in Brazil. The firm was created as Banco Itaú SA when Unibanco and Itaú merged. Headquartered in Sao Paulo, Itaú Unibanco provides a full line of banking services to individual, institutional and corporate clients.

XP Gestão de Recursos Ltda. (XP) is the asset management subsidiary of XP Holding Investimentos SA, ultimately held by XP, Inc. (NASDAQ: XP) in Brazil. The firm was founded in 2006 by Guilherme Benchimol. Headquartered in Rio de Janeiro, XP manages a range of funds for individuals, financial institutions, businesses, family offices and institutional investors.

Credit Suisse Hedging-Griffo Wealth Management SA (CSHG) is the Brazilian private banking subsidiary of Banco de Investimentos Credit Suisse (Brasil) SA, ultimately held by Zurich-based Credit Suisse Group AG (SWX: CSGN). Formerly known as Hedging-Griffo Corretora de Valores SA, the firm was founded in 2006 when Credit Suisse acquired Hedging-Griffo, an independent asset management and private banking firm. CSHG is headquartered in Sao Paulo and offers a suite of products covering a range of investments from domestic and international equities and bonds to currencies, commodities and interest rate securities.

Part of The Goldman Sachs Group, Inc., Goldman Sachs do Brasil Banco Múltiplo SA is a financial services company based in São Paulo, Brazil. The Brazilian parent company, The Goldman Sachs Group, Inc., is a leading investment banking, securities, and investment management firm that serves a substantial and diversified client base. Founded in 2001, the company provides a wide range of financial services, including investment banking, securities, and investment management, to a diverse client base.

Credit Suisse (Brasil) SA CTVM (Credit Suisse Brazil) is the Brazilian broker/dealer subsidiary of Banco de Investimentos Credit Suisse (Brasil) SA, itself a subsidiary of Credit Suisse Group AG (SWX: CSGN) in Switzerland. The firm was formerly known as Banco de Investimentos Credit Suisse (Brazil). Headquartered in Sao Paulo, Credit Suisse Brazil operates with brokerage and treasury operations, Fixed Income operations (credit and debt restructuring), issuance of shares and bonds, IPO and mergers and acquisitions (M&A).

XP Investimentos SA provides securities brokerage and financial portfolio management services. Its solutions include financial services, asset management, education and media, insurance and pension services, and technology. The company was founded by Guilherme Dias Fernandes Benchimol and Marcelo Maisonnave in 2001 and is headquartered in Rio de Janeiro, Brazil.

Part of XP, Inc., XP Investimentos CCTVM SA is a financial investment company based in Rio de Janeiro, Brazil. The Brazilian company offers a variety of investment options such as CDB, LCA, LCI, COE, CRI, CRA, Fundos, Futuros, Tesouro, and more. XP Investimentos CCTVM was founded in 1997 by Guilherme Benchimol, who has been the CEO since then.

Part of XP, Inc., XP Private Holding UK Ltd. is a company that engages in activities of unit trusts, open-ended investment and financial intermediation services. The company is based in London, UK and was founded in 2016.

Bram Bradesco Asset Management S/A DTVM (BRAM) is an asset management firm headquartered in Sao Paulo, Brazil. The firm was founded in 2000 as a result of the consolidation of Bradesco Templeton Asset Management, BCN Alliance Asset Management, Boavista, BANEB, Credireal and Banco Bradesco´s Fund Management and Investment Portfolio departments. They are a subsidiary of Banco Bradesco BBI SA, which is owned by Banco Bradesco SA (BVMF: BBDC4, NYSE: BBD). The firm manages local funds that invest globally for Brazilian investors and, on the other hand, it manages management of Latin American funds for foreign investors. BRAM is a signatory to the UN Principles for Responsible Investment (UNPRI).

Agora Gestão de Recursos Ltda. (AGR) is the fund management subsidiary of Kirton Bank SA, itself a subsidiary of Banco Bradesco SA (BVMF: BBDC4, ADR: BBDO) in Brazil. The firm was founded in 2004 as Kirton Gestão de Recursos Ltda. They changed their name to HSBC Gestão de Recursos Ltda. in 2016 and Agora Gestão de Recursos Ltda. in 2019. Headquartered in São Paul, AGR manages mutual funds for individual and institutional clients.

Warren Brasil Gestão e Administração e Recursos Ltda. (Warren Brasil) is an investment management firm headquartered in Porto Alegre, Brazil. The firm was founded in 2015 and is a subsidiary of Warren Brasil Participações Societárias SA, which is owned by Warren Cayman Ltd. in Cayman Islands. Warren Brasil manages their own funds and also actively manages their clients' managed portfolios.

Equitas Administração de Fundos de Investimentos Ltda. (Equitas) is an independent asset management firm headquartered in São Paulo, Brazil. The firm was founded by Luis Felipe Teixeira do Amaral and Felipe Zaghen in 2003. Equitas manages a range of investment funds for individual and institutional investors.Their flagship fund is Equitas Selection FIC FIA.

Arazul Capital Asset Management Ltda. is a financial services company based in São Paulo, Brazil. and has subsidiaries in Brazil. Arazul offers a financial market platform and a range of financial services and strategic solutions, including asset management, wealth management, advisory research, insurance, and trading. The Brazilian company focuses on middle market companies and provides tailor-made solutions for its partners. Arazul's areas work in an integrated manner to create customized solutions for its clients. The private company also provides exclusive content to its clients to keep them informed about market trends and highlights. The company was founded in 2010 by Leonardo Barros Brito de Pinho, who has been the CEO since 2010.

Founded in 2013, Reag Asset Management Ltda. is an investment management company based in São Paulo, Brazil. Part of Rgr Partners Participações Ltda., the Brazilian company offers a range of investment solutions to its clients.

Constância Investimentos Ltda. The private company is based in São Paulo, Brazil and has subsidiaries in Brazil. provides investment advice to its clients. is a Brazilian company founded in 2009 by Cassiano Leme, who has been the CEO since its inception.

Part of XP, Inc., XP Holding UK Ltd. is an investment holding company. The company is based in London, UK and was founded in 2015.

Perfin Administração de Recursos Ltda. (Perfin) is the asset management subsidiary of Infinity Participacoes Em Novos Negocios Ltda. in Brazil. The firm was founded in 2007 by Ralph Gustavo Rosenberg and Luís de Oliveira Perego. Headquartered in São Paulo, Perfin specializes in equity fund management for individual and institutional investors. To align investments, the partners invest in the same vehicles as clients.

Atlas One Investimentos Gestão de Recursos Ltda. The private company is based in São Paulo, Brazil. provides investment advice. The Brazilian company was founded in 2020 by Davi Khattar and Thomas de Mello e Souza. Thomas de Mello e Souza has been the CEO of the company since 2020.

BV Distribuidora de Títulos e Valores Mobiliários Ltda. (BV DTVM) is an asset management firm headquartered in headquartered in Sao Paulo, Brazil. The firm was founded in 1999 as Votorantim Capital DTVM Ltda., subsequently became Votorantim Asset Management DTVM Ltda. in 2000 and changed their name to BV Distribuidora de Títulos e Valores Mobiliários Ltda. in 2021. They are a subsidiary of Kartra Participaçoes Ltda., which is owned by Banco Bradesco SA (BVMF: BBDC4). BV DTVM manages the assets of third parties and creates customized financial solutions for a range of clients which includes institutional and corporate investors, private banking clients, distributors, and international funds and investors.

Mirante Investimentos Ltda. The private company is based in Ribeirão Preto, Brazil. provides investment advice. The Brazilian company was founded in 2015 by Frederico de Castro. Frederico de Castro has been the CEO since 2015.

Trek Investimentos Ltda is an independent asset management firm headquartered in Rio de Janeiro, Brazil. Formerly known as GAP Prudential LT Gestão de Recursos Ltda., the firm was founded in 2007 as Novero Investimentos Ltda. Trek Investimentos manages funds for individual and institutional investors.

Opportunity Asset Adm de Recursos de Terceiros Ltda. (Opportunity) is the asset management subsidiary of Banco Opportunity de Investimento SA in Brazil. The firm was founded in 1994 by Daniel Dantas, Veronica Dantas and Dorio Ferman. Headquartered in Rio de Janeiro, Opportunity manages a range of funds for individual and institutional investors.

GAP Gestora de Recursos Ltda. (Gap Asset) is the Brazilian asset management subsidiary of GAH Participacoes Ltda., ultimately held by Prudential Financial Inc. (NYSE: PRU) in the US. The firm was founded in 1996 by Renato Junqueira B. Ribeiro, Emanuel Pereira da Silva and Carlos Camacho. Headquartered in Rio de Janeiro, Gap Asset manages the GAP range of funds including multimarket, equities, fund of funds, private pension plans and hedge funds.

Part of CBH Compagnie Bancaire Helvétique SA, Dezesseis Dezoito Gestão de Recursos Ltda is a wealth planning solutions company based in Rio de Janeiro, Brazil. Dezesseis Dezoito Gestão de Recursos offers expertise in international wealth planning, as well as investment solutions. The Brazilian company is regulated by CVM and adheres to the self-regulation codes of ANBIMA. The company was founded by Hersz Ferman, Claudio Moura.

Vinland Capital Management Gestora de Recursos Ltda is a private company based in Brazil that aims to generate high risk-adjusted returns by seeking opportunities in various liquid asset classes without geographic restrictions, with a focus on Latin America. Vinland Capital Management Gestora de Recursos has subsidiaries in Cayman Islands. The Brazilian company was founded by Rogério Freitas.

Part of Morgan Stanley, Morgan Stanley Corretora de Valores Mobiliarios SA is a Brazilian company that offers specialized investment solutions to help clients achieve their investment goals. The company is based in São Paulo, Brazil. The company also provides processes and services to protect clients from cyber threats and online fraud. The company was founded in 2001. Alessandro Zema has been the CEO of the company since 2008.

Itaú Corretora de Valores SA is a brokerage company based in São Paulo, Brazil. Part of Itaú Unibanco Holding SA, Itaú Corretora de Valores SA provides brokerage services. The Brazilian company was founded in 1965 and Leonard Bruno Linnet has been the CEO of the company since 2021.

Polo Capital Gestão de Recursos Ltda. (Polo Capital) is an independent Brazilian fund management firm which was founded in 2002 by Marcos Duarte and Claudio Andrade. Headquartered in Rio de Janeiro, Polo Capital manages funds for qualified individual and corporate investors.

Part of XP, Inc., XP Allocation Asset Management Ltda. The company is based in São Paulo, Brazil. is a Brazilian company that has a relationship with investors com Investidores. The company was founded in 2020 by Danilo Gabriel. Bruno Castro has been the CEO of the company since 2020.