Portfolio solutions

Our focus lies in areas where our high-conviction approach can deliver the most substantial value to clients.

We aim to surpass conventional market benchmarks, seeking higher returns, and proactively managing

risks to help clients achieve their investment objectives.

Portfolio Solutions was created to serve clients who require a broad spectrum of asset management services. While some clients may be well served by a specific existing solution, in certain cases clients may require a combination of different parts of IUAM and Itau’s services as well as third party expertise. The portfolio managers from Portfolio Solutions manage discretionary mandates with a high degree of customization, while applying strict risk management, standards and a seamless client experience.