G5 Partners offers Wealth Management services to high-net-worth individuals and families, delivering customized investment management and financial planning in Brazil and in the international markets. We deliver independent advice and thoughtfully designed wealth management solutions, free from the typical conflicts of interests inherent to large financial institutions.
G5 Partners handles each client’s wealth management approach in a personalized and unique way. Our method is carefully designed according to financial market conditions and our advice is fully independent and free of interest conflicts.

Why choose G5 Partners to manage your wealth?
Every Client is Unique
For us, each client is unique. Every client is served by a senior portfolio manager and wealth advisor, supported by the entire infrastructure of our Wealth Management team.
Our Professionals are Constantly Learning
G5 Partners consistently invests in new technologies and in keeping its professionals up to date with the new trends and developments of the asset and risk management market, offering clients the latest products available in the portfolio management segment.
Long-term Relationships
G5 Partners values and leverages its human capital by focusing on building long-term relationships with its client base. Therefore, we build solutions that are designed to meet our clients’ best interest and specific needs.
Best Wealth Management Practices
G5 Partners follows the highest professional standards in asset management in Brazil and is regulated by the Brazilian Financial and Capital Markets Association (ANBIMA).
You can know more about ANBIMA and the best practices code here.
Our Core Values in Wealth Management
G5 Partners offers Wealth Management services to high-net-worth individuals and families, delivering customized investment management and financial planning. We deliver independent advice and thoughtfully designed wealth management solutions, free from the typical conflicts of interest inherent to diversified financial institutions.
Our job is to advise our clients on making the best investment choices, securing asset protection and best possible returns. To achieve this, our team is constantly monitoring regulatory and other relevant changes in the wealth management segment, as well as searching for new and innovative investment opportunities to develop customized wealth management solutions for each client.
These are the values that move G5 Partners:

International Expertise and vast Market Experience
We operate under the principle that senior professionals should be “hands on”, as it assures that a client’s portfolio is always managed by experienced professionals. The partners at G5 Partners, who include some of the most experienced professionals in the industry, participate in all stages of the wealth management process.
We work as a team, engaging directly with clients to deliver global investment management approach, strategic wealth planning and comprehensive family wealth advice.
Besides their unparalleled experience in the Brazilian investment market, our professionals also accumulate relevant experience and knowledge of the international markets, where G5 Partners operates alongside a series of strategic partners.
Active Management Model
Markets undergo constant transformations, just as the needs of each client changes during the different phases of his/her life.
G5 Partners’ management model undergoes constant risk monitoring assessment and permanently reviews a client’s profile, actively adapting the portfolio whenever necessary.
Open Architecture and no Conflicts of Interest
G5 Partners is an independent financial advisory. We provide impartial asset selection, aiming for our clients’ best interests. The managed portfolio and exclusive funds model allows for a neutral asset management approach.
The partners of G5 Partners have been working together for many years and are committed to cultivating ethical business values based on personal and institutional integrity.
Investment Process
G5 Partners offers wealth management services to high-net-worth individuals and families, delivering customized investment management and financial planning. G5 Partners’ advice is based on technical analysis and constant monitoring of the regulatory environment and investment markets in general. By following this process, we aim at developing the best investment options and structures for each client, combining asset protection with efficient financial returns.
Investment Phases
G5 Partners carefully selects institutions of excellence to work with in both the Brazilian and the international markets aimed at safeguarding our clients’. Our investment process is as follows:

In our investment approach, each client is unique. Determining the client’s investment profile constitutes the pillar of our wealth management process. As a first step, G5 Partners performs an in-depth evaluation of the investment goals, constraints and needs for each client.
Defining the customer profile

G5 Partners leverages on its “open architecture” model. By adopting a policy of impartiality and free from conflict of interests, G5 Partners is able to offer a broad range of products from different institutions, prioritizing the risk profile and interests of each client.
To offer the best asset selections, we apply the following process:
- Assessment of the existing portfolio;
- Quantitative and qualitative tools to identify the proper asset classes;
- Fundamental analysis tools to identify specific assets for a new portfolio.
Our daily monitoring of the market enables us to proactively rebalance portfolios, whenever appropriate. Our clients have access to daily, monthly and bi-annual performance indicators, including the comparable benchmarks and risk parameters of their portfolios.
G5 Partners follows the best wealth management practices available on the market. We have strict code of conduct and confidentiality guidelines for each client.
Learn more about G5 Partners’ guidelines and policies:
Code of Conduct, Código de Conduta, in PT
CVM’s Formulario de Referencia, in PT
Pricing Policy, Manual de Apreçamento, in PT
Risk Management Manual, Manual de Gestão de Risco, in PT
Compliance Policy, Politica de Compliance, in PT
Voting Rights Exercise Policy, Politica_de_Exercício de Direito de Voto em Assembleias Gerais, in PT
Investment Structures
G5 Partners offers Wealth Management services to high-net-worth individuals and families, delivering customized investment management and financial planning. We deliver independent advice and thoughtfully designed wealth management solutions, free from the typical conflicts of interest inherent to large financial institutions.
The appropriate choice of an investment structure optimizes asset allocation and involves key equity management parameters:
• Financial
Aspects
• Fiscal
Aspects
• Legal
Aspects
• Succession
Aspects
The ultimate goal is to guarantee a maximum level of protection to preserve our client’s wealth. We achieve this by considering both financial and non-financial assets, seeking to optimize tax structures and ensure a smooth transition for the next generation.
G5 Partners has a team of professionals with proven expertise in wealth management, developing customized structures to accommodate specific client demands while taking into consideration particular aspects of each relevant jurisdiction.
Investor Area
G5 Partners offers wealth management services to high-net-worth individuals and families, delivering customized investment management and financial planning. We deliver independent advice and thoughtfully designed wealth management solutions, free from the typical conflicts of interest inherent to large financial institutions.
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