BWAG - Brazil Wealth Advisory Group

Overview

BWAG, Brazil Wealth Advisory Group operates through BWAG Gestão de Recursos Ltda. as an independent multi-family office and investment manager. The firm reports that it works exclusively with third-party assets in the securities market and follows several ANBIMA codes.¹

BWAG builds and manages global financial-investment portfolios using domestic and international products and investment ideas. Its team develops individualized asset-allocation strategies around each client’s circumstances, risk profile and life cycle, then reviews portfolios periodically and recommends adjustments in response to macroeconomic and political conditions and new opportunities.¹

The firm also assists with banking relationships and transactions in Brazil and abroad, including meetings, transaction structuring and administrative processes. Its succession-planning work coordinates governance, tax planning and investment-vehicle structuring for family-wealth transitions.¹

BWAG states that it has no ties to financial institutions and seeks independent investment solutions. It also reports that rebates and commissions are returned fully to clients, with confidentiality, negotiation with banks and providers, and long-term relationships among its operating principles.¹

History

BWAG was incorporated on September 17, 2012, by Rodrigo Rhormens Alves Natel, Flavio Sender and Gustavo Worms de Brisac. The firm received authorization from Brazil’s Comissão de Valores Mobiliários to provide securities-portfolio management services through Declaratory Act 13,371 on October 24, 2013.²

Timeline

1. 2012BWAG was incorporated on September 17, 2012, by Rodrigo Rhormens Alves Natel, Flavio Sender and Gustavo Worms de Brisac.
2. 2013The firm received authorization from Brazil’s Comissão de Valores Mobiliários to provide securities-portfolio management services through Declaratory Act 13,371 on October 24, 2013.

Leadership

Flavio Sender is a founding partner and director with prior leadership experience at Bradesco Private Bank. He is identified as a CVM investment adviser and portfolio manager.³

Geraldo Ribeiro do Valle Haenel Filho is a founding partner and director who previously managed equities at BRAM and led equities and commodities at Bradesco Private Bank.³

Rodrigo Rhormens Alves Natel is a founding partner and director with 14 years of wealth-management experience at Bradesco Private Bank and UBS Pactual/BTG Pactual.³

Sergio Augusto Vilares de Assunção is a founding partner and director with experience in commercial, strategy and asset-allocation functions at Bradesco Private Bank. He is identified as a CVM investment adviser and portfolio manager.³

The broader team includes analysis and portfolio-management professionals, commercial staff, back-office operations and a compliance function.³

Services

- Global portfolio construction and management using Brazilian and international investments.¹ - Personalized asset allocation based on client circumstances, risk profile and life cycle.¹ - Ongoing portfolio reviews and recommendations in response to macroeconomic and political conditions and new opportunities.¹ - Support with banking relationships, transaction structuring and administrative processes in Brazil and abroad.¹ - Family-wealth succession planning covering governance, tax planning and investment-vehicle structuring.¹ - Consolidated portfolio access and BWAG content through its client portal.⁴

What the firm offers

• Tax planning
• Estate planning
• Family governance and education
• Administration and bill pay
• Cross-border planning

Client Focus

BWAG serves clients seeking individualized management of financial assets, international and domestic investment access, support with banking relationships, and coordinated family-wealth succession planning.¹

Approach

The firm describes its approach as independent and client-focused, combining confidential advice, negotiated access to domestic and international banks and providers, individualized portfolio design, and continuing review over long-term relationships.¹

FAQs

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Sources

1. BWAG official website
2. CVM Formulário de Referência for BWAG Gestão de Recursos Ltda.
3. BWAG team page
4. BWAG client portal

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.