ABOUT US

Dedication and strong expertise in wealth management for high net worth clients since 1999. 

Independence, lack of conflict of interest and transparency guide our investment advisory.

We are members of the solid Julius Baer Group.   Acting as a private bank since 1890, the Group is present in the world’s main financial centers. Based in Zurich, it has offices in strategic locations including Dubai, Frankfurt, Geneva, Hong Kong, Lugano, Monaco, Montevideo, Moscow, Singapore and Tokyo.

We build personalized portfolios for our clients, monitoring market conditions and investments in an agile and proactive manner.

Wealth Management

Independent wealth manager
for over 16 years

21 partners and more than 120 professionals
focused in wealth management

Member of ANBIMA and
authorized consultant by CVM

Structure that is independent and
from conflict of interest

Not a bank, neither a broker -
independent structure

Timeline

1999

GPS - Global Portfolio Strategists is founded in São Paulo

2006

Beginning of financial advisory with less
than R$ 10 million under management

2008

Assets under management exceed R$ 5 billion

2009

Inauguration of the Rio de Janeiro office

2010

Assets under management exceed R$ 10 billion

2011

Julius Baer acquires a 30% stake in GPS

2012

Total acquisition of Bawm Investimentos

2013

Assets under management exceed R$ 15 billion

2014

Additional 50% stake is acquired in GPS

Inauguration of the Belo Horizonte office

2015

Assets under management exceed R$ 20 billion

 

Our Model

Our mission is to provide a transparent and secure financial advisory to high net worth clients, building an ideal portfolio allocation based on individualized risk and return objectives.

Understand how our business model differentiates itself from what is widely practiced in the industry.

With profound market knowledge, our investment team evaluates annually hundreds of financial assets. Our professionals strive to preserve the personalized character of the services provided.

CLIENT-ORIENTED MODEL UNDERSTAND HOW IT WORKS
 
Advisory Portfolio aligned with client's objectives and risk profile
 
Advisory fee Client pays a fixed fee for the advisory service provided
 
Alignment Better portfolio composition free from conflict of interest
 
Transparency and professionalism Risk-adjusted higher returns in the long run