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Our approach to managing significant wealth is tailor-made to each of our high-net-worth clients. At ASA Wealth Management, you have access to global knowledge and exclusive high-level financial services. All our solutions are bespoke, offering complete transparency and independence, aimed at consistently achievieving the best results for our clients. Preserving and growing your wealth, done by those who have excelled at it for clients across generations.
Relying on our global knowledge and presence, we implement extensive analysis to identify investment opportunities in various markets and across all asset classes, thereby offering the best
We provide two tailored solution to manage your wealth:
Discretionary Portfolio Management
Our team will manage your portfolio comprehensively and dynamically, based on an investment strategy that meets your goals, and aligns with your risk profile and the current macroeconomic conditions, to optimize your wealth.
Understanding the client, their objectives, and constraints.
Developing a customized Investment Plan.
Outlining investment vehicles and structures.
Investing in accordance with
the outlined plan, our market views,
and product analysis.
Market monitoring and portfolio repositioning according to committee analysis, macroeconomic conditions, and the client plan.
Periodic meetings to review results generated
relative to the Investment Plan.
Advisory
For investors seeking access to exclusive products and the support of our experts. We help you make investment decisions through comprehensive product analysis and a global macroeconomic outlook, with efficiency, agility, and control during implementation.
In-depth understanding of client needs, restrictions, suitability, risk profile, and objectives.
Analysis of the client investment portfolio: return expectations, product risks, exposure to risk factors, portfolio liquidity, diversification level, and investment vehicles.
Informing clients' portfolio strategy, considering the Macro team's forecasts and the Wealth Investment Committee's positioning.
We present several investment alternatives to our clients to complement their current portfolio allocation with the aim of generating portfolio efficiency and diversification. We aim for higher profitability, security, and efficiency.
Discussion with the client to determine the best investment alternatives, based on previous conversations.
Support and guidance throughout all operational stages until the defined strategy is executed.
We will regularly monitor your portfolio, analyze its results, create and share proprietary reports, and suggest changes whenever appropriate, or when we spot suitable investment opportunities.
We offer our clients real-time solutions that bring a consolidated and organized analytical view of their entire financial footprint, all in one place, regardless of where it is located.
Our experts will assist in defining the best corporate structure for your wealth, focusing on generating greater tax optimization, and succession planning.
Customized credit line solutions to meet the diverse needs of our clients.
Provision of funds for clients who want to leverage their investments and seize market opportunities by using their assets as collateral while preserving their portfolio.
We provide the best structure for raising funds for the client, through lines of credit or accessing the capital markets, using various instruments such as Debentures, Commercial Notes, CRIs, CRAs, and more, allowing clients to invest, increase liquidity, acquire assets, manage receivables, and optimize their debt profile.
The high-end solution in financial services for your everyday needs, offering exclusive products and services with ASA excellence.
We value a unique experience with personalized and straightforward service to deliver tailored solutions and services.
Strategic vision and action aimed at turning all opportunities into returns.
Credibility and tradition in financial markets with the commitment to building long-term partnerships and preserving our client's wealth in the present and for generations to come.
Your wealth is managed by a team of experts who have generations of experience successfully
investing independently and transparently. Share your information and we will be in touch.
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The information contained in this website is for informational purposes only and does not constitute an investment recommendation or offer of investment funds or any securities by ASA.
ASA Asset 2 Gestão de Recursos LTDA. ("ASA") is duly authorized by the Comissão de Valores Mobiliários to carry out the activity of managing securities portfolios in the "asset manager" category, to distribute shares of the investment funds under its management, and to conduct the activity of coordinating public offerings. This website also contains a link to the page of third-party distributors duly contracted by the investment funds under management. The information, materials or documents made available here do not characterize and should not be understood as an investment recommendation, analysis of a security, promotional material, participation in any business strategy, solicitation/offer/sales effort or distribution of investment fund shares. indicated here. The information and materials do not constitute legal, accounting, regulatory, tax or any other advice in relation to investment alternatives and/or various matters contained in the documents. ASA is not responsible for errors, omissions or inaccuracies in the content of the information disclosed, nor for investment decisions made based on this website, either by the investor or by professionals consulted and/or contracted by him. Some of the information contained herein may have been obtained from market sources. Even with all the care taken in its collection and handling, ASA is not responsible for the accidental publication of incorrect data, or for any other errors, omissions or the use of such information. The information, materials or documents provided herein are for informational purposes only and do not consider investment objectives, financial situation or individual and particular needs of each investor, in addition to not containing all the information that a potential investor should consider or analyze before investing in an investment fund. Investors are advised to carefully read the regulations and other fund documents before investing. Investors should always base themselves exclusively on their opinion and on the opinion of specialized professionals hired by them to give their opinion and decide on the investments that best fit their profile, taking into account, above all, the applicable risks and costs. Investment funds may use derivative strategies as an integral part of their investment policy. Such strategies, in the way they are adopted, can result in significant equity losses for their shareholders, and may even lead to losses greater than the capital invested and the consequent obligation of the shareholder to provide additional resources to cover the fund's loss. Investment funds are not guaranteed by the fund manager, the portfolio manager, the custodian or any insurance mechanism or by the Fundo Garantidor de Créditos – FGC. There is no promise or guarantee of performance, and any reference to past or historical profitability does not represent a guarantee of future profitability. Returns are net of expenses, administration and performance fees and taxes. Some of the funds have less than 12 (twelve) months since launch. In order to evaluate the performance of a Fund, it is recommended to analyze at least 12 (twelve) months.
ASA is a foreign exchange correspondent of Ebury Bank, under the terms of Resolution No. 4935/2021 of the Central Bank of Brazil (BACEN). For more information about our partner, available services, customer service and ombudsman, visit the following link: https://br.ebury.com/