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Wealth Management

BOCOM BBM Wealth Management uses modern tools and vast experience in advisory for high net worth individuals and families, both brazilian and foreign, pursuing their investment objectives through structured financial solutions based on an open-platform model.
 
Besides the portfolio management of liquid assets, BOCOM BBM Wealth Management also offers advisory services in other areas, including non-financial matters, through its partners.

Personalized Service

Creation of taylor made solutions that go beyond the traditional portfolio management.

Open Platform

Access to the best products and services available on the market.

Performance

Technology and expertise in evaluating and recommending investments through excellence in risk control and strict observance of the highest ethical standards.

Transparency

Mitigation of conflicts of interest through transparency in selection of the best products and services available on the market, with high governance standards and personalized advisory according to the client’s profile.

Structure

Client Support
Operational support to both the Banker and the Client

  • Transactions
  • Account opening
  • CRM monitoring
  • Client service

 
 

FAMILY OFFICE SERVICES
Partnership in managing the family firm’s consolidated assets

  • M&A and auditing
  • Income tax
  • Succession planning
  • Real estate advisory in Brazil and abroad
  • Pensions

Banker
Client’s main contact with BOCOM BBM

  • Understanding client’s profile and requirements
  • Integration with BOCOM BBM’s products and services

 

Asset Allocation
Portfolio management

  • Risk analysis
  • Suitability control
  • Market watch
  • Management of exclusive funds
  • Portfolio allocation
  • Conference Calls

BOCOM BBM PLATFORM
Use of BOCOM BBM’s structure

  • Corporate treasury
  • Products
  • Macroeconomic research
  • Equity research
  • Credit structuring
  • Account for Non Resident Investors (res. 4.373)

products and Services

  • Open platform, selection of funds with the best managers on the market.
  • Fund Manager Approval Meetings: Asset Allocation, Compliance and Risk conduct rigorous due diligence to select and approve new fund managers at regular meetings attended by members of the Executive Committee  
  • Daily performance monitoring of all approved funds Industry watch, with regular reviews and visits to fund managers.
  • Industry watch, with regular reviews and visits to fund managers
 
 

 

Government bonds 
We provide access to bonds issued by the National Treasury, via the Tesouro Direto platform or directly via our Corporate Treasury.
 
Bank issue bonds 
Access to bonds issued by Banco BOCOM BBM and approved partner institutions.
  • Agribusiness Credit Bills (LCAs) and Real Estate Credit Bills (LCIs)
  • Financial Bonds (LFs)
  • Certificates of Deposit (CDs)

 

Corporate bonds

  • Access to bonds originated by Banco BOCOM BBM or third parties.
  • Participation in approved primary issues and access to secondary bond market.
  • Debentures
  • Mortgage-Backed Securities (CRIs)
  • Agribusiness Receivables Certificates (CRAs)
  • Bank Credit Notes (CCBs)
  • Promissory Notes
Equities

 

Derivatives

  • Non-deliverable forwards (NDFs)
  • Swaps
  • Futures

 

Structured notes (COEs)

  • Indices
  • Currencies
  • Equities


 

Exclusive funds enable clients to consolidate their investments through an open architecture, with personalized and optimized management, and high standards of governance.

Asset Management
  • Banco BOCOM BBM’s technology and expertise in evaluating the best assets on the market, such as bonds, investment funds and credit
  • Management reports with details of investments
Cost Optimization
  • Offsetting of gains and losses for income tax purposes
  • Exemption from financial transaction tax (IOF) on portfolio transactions
  • Dilution of fixed costs as volume increases
  • No semiannual capital gains tax (come-cotas) on shares in closed-end funds (Law 10892/09)

Risk Control

  • Consolidated risk control
  • Asset diversification without the need to hold accounts with several institutions
  • Secrecy via use of trading name.
 

THIS PUBLICITY AND/OR TECHNICAL MATERIAL FOLLOWS THE ANBIMA CODE OF REGULATION & BEST PRACTICE FOR WEALTH MANAGEMENT. THE AWARD OF THIS SEAL DOES NOT IMPLY ANY GUARANTEE ON ANBIMA’S PART AS TO THE TRUTHFULNESS OF THE INFORMATION PROVIDED.

 
This document may not be (i) partly or wholly copied, photocopied or duplicated using any medium, or (ii) distributed without the prior consent of Banco BOCOM BBM.

Banco BOCOM BBM has a solid macroeconomic research department that analyzes the economic and political outlook for Brazil, China and the world.

Wealth Management clients receive regular reports and also have access to the bank’s macroeconomic research team through events in various formats, including presentations, meetings and conference calls, to discuss ideas and answers clients’ questions about the economic and political outlook at home and abroad.

Financial Services

  • Foreign exchange
  • Loans
  • Bank guarantees

 

Family Office

Partnership in managing the family firm’s consolidated assets

  • Real estate advisory in Brazil and abroad
  • Income tax
  • M&A and auditing
  • Succession planning
  • Pensions
  •  

We offer a range of solutions, products and services for Brazilian clients who have moved abroad and for foreign investors who wish to maintain a portfolio of assets in Brazil under the terms of the Central Bank Resolution 4373.

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