Financial Consultants & Advisors

SWIM Worldwide Investment Management
A private financial consultancy which advises clients on any aspect of their financial situation. Short, medium or long term planning for reaching financial goals.
Adelina Mottoa
Outsourcing of accounting, outsourcing of human resources and payroll, tax accounting, tax advice and research, business management, consultancy management, accounting consultancy. Av. das Nacoes Unidas, 12551, 9th floor. 04578-905.
Market research, feasibility studies, company appraisals, mergers, joint ventures, acquisitions, divestitures, corporate planning and budgeting "turn around" programs. Rua Pequetitia, 179, 4th floor. Sao Paulo.
HH Inteligencia Assessoria Empresarial
Strategy planning and financial management consultant service for medium size companies.
De Conti Law Office
Legal services for tax, corporate, contracts, litigation, labor and Brazilian business law in general.
Banco Calyon Brasil S.A..
French Bank offering Brazilians and foreigners a broad range of products and services in corporate and investment banking. Website is in English and French. Banco Calyon is located at Alameda ITU, 85, 16th floor.
Vila Nova Advisory Management (VNAM)
Independent global investment consultancy. Financial and investment advice. Services include retirement and education planning, capital investment, estate planning, international banking, portfolio management and international money transfers.
The Legacy Superannuation Trust
Occupational Retirement Scheme is registered, tax-recognized and non-vested. Available to anyone of any nationality, wherever you work, and whatever your occupation. Get more information and become a member!
Banco Morgan Stanley S.A.
Global financial services provider headquarted in New York with a presence in Sao Paulo. Located at Av. Brigadeiro Faria Lima, 3600, 6th floor. Open Monday to Friday from 09:00-18:00.
Goldman Sachs
International investment bank. Asset management, private wealth management and mergers and acquisitions. Located at Av. Presidente Juscelino Kubitschek 510, 6th floor, 04543-000.
Financial consultants advising on investments, retirement, savings, insurance, inheritance protection, private placement. Rua Helena 260, Andar 13, Vila Olimpia in Sao Paulo.
In.vest Wealth Management
Global wealth management services including client portfolio management, precious metals procurement and offshore company and trust formation.
City Credit Capital Brazil
Brokerage that provides traders with tools for trading foreign exchange (FX) and Contracts for Difference (CFDs). Rua Surubim 504, Itaim Bibi, Sao Paulo.
Venture capitalists, invests in businesses with high value-creating potential. Located at Rua Jeronimo da Veiga 384, 12th floor, Itaim Bibi 04536-001.
BWM Investments
English and Portuguese speaking company providing wealth management offshore investment solutions, to help individual expats and Brazilians save for retirement planning, future educational needs and other purposes.
Thomson Reuters
Technology to deliver critical information to leading decision makers in the financial, legal, tax and accounting, scientific, healthcare and media markets. Av. Brig. Faria Lima 3144 – 4ºandar cj 42