Rosenberg Investimentos

The firm is conducted personally by its partners, who lead a team of experienced market professionals. Specific names of partners or investment leaders are not publicly disclosed. The model ensures that senior decision-makers are directly involved with each client family.

Rosenberg provides investment portfolio construction and management across local and international markets, along with fund structuring, tax and fiscal planning, succession planning, insurance review, banking services, legal and accounting support, and family governance. The firm also offers access to private banking platforms and customized reporting.

Yes. The firm constitutes and manages dedicated investment funds for its client families. A Credit Committee evaluates new issuances and investment products, applying credit limits per portfolio, while a Risk Committee oversees market, operational, and liquidity risk for the funds.

Rosenberg embeds family governance into its core offering. It creates decision-making structures, runs monthly family meetings, and audits accounts to help families administer, organize, and preserve wealth. This service is part of the standard process, not a separate consulting engagement.

The firm emphasizes a macroeconomic view and active management, capturing long-term trends to build balanced, customized portfolios. Portfolios are tailored to each client’s risk profile and objectives, with a focus on tax and fiscal efficiency. The firm operates on a transparent, conflict-free fee model.

Yes. The firm maintains a formal reference document (Formulário de Referência – Gestora) and publishes a suite of policies including compliance, risk management, PLD (money laundering prevention), ESG, and KYC. Committees for compliance and risk oversee internal controls and product viability.

Rosenberg is a multi-family office, not a private bank. It charges a transparent fee with no conflict of interest, builds baskets of customized portfolios rather than selling proprietary products, and incorporates family governance into its service model. The firm also provides independent banking, legal, and accounting coordination.