Portogallo Investimentos

Overview

Portogallo Investimentos provides investment management and family-office services focused on managing and preserving family wealth. The firm adapts its work to each client’s needs, preferences and risk profile.⁴

History

According to its CVM reference form, Portogallo Investimentos was structured in the second half of 2018.²

Leadership

The firm’s published team includes Magda Portugal, Feliphe Pereira, Eduardo Leite, Mario Melilli, Márcio Burigo, Dhavi Vital, Gabriel Safdie and Carlos Alberto Teixeira de Oliveira. Their backgrounds span private banking, portfolio management, governance and economics.⁹

Services

Portogallo manages investment funds and managed portfolios, and distributes shares of the funds it manages.³

Its managed-portfolio service is personalized and includes professional asset selection, periodic reviews and portfolio adjustments when needed.⁵

The multi-family-office offering combines investment advice with analysis of microeconomic and macroeconomic conditions, alongside services tailored to each family’s profile.⁷

The current ANBIMA institutional profile lists Portogallo Investimentos Ltda. for distribution, managed portfolios and investment management, with definitive adherence to three ANBIMA codes.⁸

What the firm offers

• Investment management

Client Focus

Portogallo’s family-office service is designed for families seeking coordinated management and preservation of wealth, with the relationship shaped around their individual circumstances, preferences and risk profiles.⁴

Approach

The firm describes an investment approach centered on diversification, transparency, long-term objectives and preservation of clients’ wealth. Its investment-selection policy assigns research and analysis to investment-management leadership and the investment committee.⁶¹⁰

FAQs

Related resources

• LocationMultifamily offices in Sao Paulo

  This São Paulo directory helps a prospective client place Portogallo Investimentos within the local market for independent asset managers and multifamily offices. It can support early research into firms serving Brazilian families and business owners, while keeping attention on location, investment management offerings, and the practicalities of an initial conversation.

• GuideMultifamily office services

  This overview explains the range of services a multifamily office may provide, helping readers assess how investment management fits within their own needs. A Brazilian family or business owner can use it to prepare questions about portfolio oversight, reporting, coordination, and the scope of support expected from an independent manager.

• Network siteFamilyOffices.com

  FamilyOffices.com offers resources and a community for single family offices and wealthy families comparing approaches to managing significant assets. Its material can help a São Paulo based reader consider governance, family priorities, and outside investment support before speaking with a firm such as Portogallo Investimentos.

• GuideOutsourced CIO vs multifamily office

  This comparison outlines how an outsourced chief investment officer differs from a multifamily office in responsibilities, structure, and client relationships. It gives a business owner or family in Brazil a framework for deciding whether investment management alone, an external CIO arrangement, or broader family office support matches their situation.

• Similar firmsAqua Wealth Management S.A.
  Blue Star e Asset Management Ltda.
  BRS PAR

  Reviewing Aqua Wealth Management S.A., Blue Star e Asset Management Ltda., and BRS PAR gives readers additional points of comparison on this site. Looking across these firms may help a São Paulo family or business owner frame questions about investment management, client focus, service scope, and how different providers present their approach.

Sources

1. Portogallo Investimentos
2. CVM Reference Form
3. Investment Decision, Selection and Allocation Policy
4. Portogallo Family Office
5. Managed Portfolio
6. Managed Portfolio
7. Multi-Family Office
8. ANBIMA Institutional Profile
9. Portogallo Investimentos
10. Investment Decision, Selection and Allocation Policy

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.