Feliphe Pereira, CFP®

São Paulo Area, Brazil Brazil

Private Banking Senior Consultant

Finance / Banking / Insurance

I´m a private banking consultant, for over 10 years working in private banking & mass affluent markets, leading projects, working in strategic area and in customer relationship. I trust in the power of financial planning as key to achieving client´s goals, and that the union of technical expertise in financial planning, trust advisory and technology are the main drivers for the private banking model´s evolution. In addition, I understand that wealth managers have an important role in philanthropy/impact investing advisory for HNWI and UHNWI. Projects/Experience/Knowledge: Project Management Financial Planning Investment Advisory Business Intelligence Strategic Planning Balance Score...