Verus Gestão de Patrimônio

Overview

Verus provides investment management for Brazilian and international assets, financial planning, and support with family and corporate governance, mergers and acquisitions, estate planning, and tax planning. The firm also gives clients access to financial-market products and services in Brazil and abroad.¹

Its wealth-management service develops investment policies around each client’s needs, monitors risks and opportunities daily, conducts regular portfolio reviews, and provides consolidated reporting.¹

History

Verus says it expanded from investment consultancy into wealth management in 2011.¹

Leadership

- André Augusto Freitas is a CFA and CFP® professional who has managed fixed-income and multimarket funds since 2001.¹ - Deiwes Rubira is a senior banking executive who served as Head of Treasury for ING Bank N.V. in Latin America and later as President of ING Bank Brazil.¹ - Eduardo Faria de Carvalho is a partner with experience in product development, sales, international investments, and Eurobond trading.¹ - Gilberto Leite Cesar Filho is a CFA, CAIA, and CFTe professional who has worked in multi-family offices since 2000 and co-founded Verus Consultoria de Investimentos.¹ - Viviam Alamino is a CFP® professional with prior private-banking and financial-consulting experience at ING Bank N.V., Merrill Lynch, and Wachovia Securities.¹

Services

Verus’s services include investment management for domestic and international assets, financial planning, family and corporate governance support, mergers and acquisitions assistance, estate planning, and tax planning. Its wealth-management process includes tailored investment policies, daily monitoring, regular portfolio reviews, and consolidated reports.¹

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Family governance and education
• Cross-border planning

Client Focus

Verus presents itself as a multi-family office serving clients who need coordinated wealth management across Brazilian and international markets. Its services also address families and companies managing governance, transactions, succession, and tax-related planning.¹

Approach

Verus describes its approach as a partnership built on alignment, support, independence, confidentiality, transparency, and discretion. The firm emphasizes that clients retain decision-making authority. Verus reports that it has no affiliation with a financial institution and bases recommendations on each client’s needs.¹

Regulatory Status

A Comissão de Valores Mobiliários authorized Verus Gestão de Patrimônio Ltda. to provide portfolio-administration services under Ato Declaratório CVM No. 11.701, dated May 24, 2011.²

FAQs

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Sources

1. Verus official website
2. Comissão de Valores Mobiliários authorization, Ato Declaratório CVM No. 11.701

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.