Our approach

Why UBS Consenso Investimentos?

We want to protect and manage your wealth by offering quality investment advice with a Brazilian perspective. We have more than 50 years of experience and presence in the Brazilian market and offices in São Paulo, Rio de Janeiro, Curitiba and Belo Horizonte.


We help you look at the big picture

Chief Investment Office

Our Chief Investment Office (CIO) has investment specialists across the globe working to understand the bigger picture and how your investments fit in to it. We use their research to form the UBS House View, our market outlook for the next six months. Our Portfolio Management team makes sure your investments reflect our analysts’ most up to date ideas. But, of course, we have the flexibility to snap up interesting short-term investment opportunities wherever we spot them.

UBS’s biggest strength is the collective force of our hundreds of analysts across the world, keeping a finger on the pulse of financial markets on behalf of our clients. 

Mark Haefele, Global Chief Investment Officer
UBS Wealth Management
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Stay informed with the CIO

Follow the House View, Investment views and get the latest Weekly Podcast 

Brazil Chief Investment Office

Ronaldo Patah
Chief Investment Officer
UBS Consenso Investimentos

Our local CIO team is on the ground researching Brazilian assets and helping Brazilian advisors apply the research and House View to managed portfolios.

Consenso (now UBS Consenso) has been a market leader in Brazil's multi-family office sector since 2003. We've led the way by offering a compelling blend of unbiased onshore and offshore services, and expertise that helps people protect and grow their wealth.

In 2017, we joined with UBS, giving our clients access to the world's leading wealth manager.

We connect with every client, working together to help them understand and make the most of their wealth.

To execute transactions efficiently and cost-effectively in global markets, our independence enables us to choose the right investment partners and custodians.

If you want to know more

Come and see us so we can tell you more about how we work.

The price and value of investments and income derived from them can go down as well as up. You may not get back the amount originally invested.

UBS does not give legal and tax advice and you should consult your independent tax adviser for specific advice before entering into or refraining from entering into any investment.