Montvenue
Prime
For sophisticated clients
Designed for
USD 20K+
Entry point to the Montvenue international ecosystem.
- International investment account
- Global FX and remittances
- Entry global portfolio
- Advisory follow-up
Wealth & Beyond,
beyond the obvious.
A comprehensive wealth consultancy that helps you structure, organize, truly protect and grow your wealth above the market average, and beyond the traditional barriers.
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The starting point
Your wealth shouldn't
depend on
scattered decisions.
Most people treat investments, credit, insurance, succession, foreign exchange, family wealth and international structures as separate decisions. The result is a fragmented financial life, with missed opportunities, hidden risks and little clarity about the future.
Disconnected investments
Too many products, no strategy
Lack of wealth protection
No succession planning
Who Montvenue is
More than investments.
A complete wealth architecture.
Montvenue was created to integrate every dimension of your wealth into one clear, sophisticated and personalized strategy. We work on organizing, protecting, expanding, internationalizing and perpetuating wealth for individuals, families and entrepreneurs at every stage of wealth building.
From the first portfolio to succession planning. From Brazil to
abroad. From today's wealth to the riches still to be built.
Building
Wealth building
Investments, fixed income, equities, funds, global portfolios and growth strategies.
The Model
How the Montvenue structure works
Montvenue leads the relationship and advisory, while international partners structure the cross-border execution.
Montvenue
Relationship & Advisory
- Wealth planning
- Suitability and onboarding
- Strategic coordination
- Advisory follow-up
Client
International Structuring
Switzerland
Private banking, institutional custody and Lombard credit.
United Kingdom
Regulated management, custody and international vehicles.
Execution and regulated services sit with the entities of each jurisdiction.
Example of a personalized configuration
Top-tier Swiss banks
Custody and private banking at reference institutions.
Family-office structures
Governance and integrated management of family wealth.
Digitalisation and technology
Digital platforms, agile execution and a consolidated view.
Digital asset options
Crypto with regulated custody, integrated into the portfolio.
Trusts and holdings
Vehicles for succession, protection and governance.
Solutions
Everything that touches your wealth,
under one strategic roof.
Montvenue brings together advisory, curation and access to domestic and international wealth solutions, always weighing each client's profile, objectives, risks, liquidity and time horizon.
Investments
- Domestic fixed income
- Fixed-income funds
- Domestic private credit
- Brazilian stock exchange, B3
- International stock markets
- Hard-currency investments
- Global ETFs, bonds and funds
- Global performance portfolios
8 solutions organized by profile, objectives and wealth suitability.
FX & Remittances
Global FX, with clarity in every movement.
Strategy, execution and follow-up to send, receive and convert funds between Brazil and international markets.
FX architecture
From Brazil to the world. From the world to Brazil.
Montvenue coordinates the operation end to end with regulated partners, considering purpose, timing, currency and documentation.
USD · BRLEUR · BRLGBP · BRLCHF · BRL
International remittances
Sending and receiving for individuals and companies with operation follow-up.
Currency conversion
Access to major currencies for wealth and business needs.
Coordinated execution
Documentation, purpose and settlement organized in one flow.
Regulated partners
Execution by institutions authorized in their jurisdictions.
On-page simulator
Run a simulation now.
Estimated amount in BRL
—
The estimate uses the available commercial rate and does not constitute an FX offer.
Request a quoteOperations are subject to registration, document review, declared purpose, currency availability and regulated-partner rules.
Credit & Liquidity
Liquidity without selling assets
A Lombard Loan is credit collateralized by the portfolio: assets remain invested and in custody while liquidity is released in hard currency.
How it works
01
Assets in custody
Global portfolio held at a first-tier custodian bank.
02
Approved credit line
Collateralized credit approved by LTV, profile and eligibility.
03
Hard-currency liquidity
Funds available without liquidating positions.
04
Strategic use
Reinvestment, projects or wealth needs.
05
Continuous monitoring
Margin, LTV and governance oversight.
Illustrative example. Structure subject to eligibility, client profile, pledged assets, institution policy, LTV, interest and risk analysis.
Ecosystem & Partners
Banking & institutional network
Montvenue acts as the relationship layer, coordinating solutions with regulated structures and counterparties in their respective jurisdictions.
SwitzerlandUnited Kingdom
Swiss banking network
30+
Swiss banks connected to our execution and custody network.
Private BankingPrivate Funding
Ecosystem & Partners
Access via regulated partners in their respective jurisdictions.
Global Protection
Global insurance infrastructure
Wealth protection, high-end life insurance and international health with architecture coordinated by Montvenue.
High-End Life Insurance
- Wealth and succession protection
- Legacy and liquidity planning
- Domestic and international structuring
- Bespoke solutions for families, entrepreneurs and holdings
International Health
- Global coverage and mobility
- Premium networks and second opinion
- Plans for executives, families and expatriates
- Coordination with lifestyle and international residency
How Montvenue acts
1
Diagnosis of profile and protection needs.
2
Design of the appropriate insurance structure.
3
Integration with global insurers and partners.
4
Continuous follow-up and periodic reviews.
Global insurer network
15+
global insurers and operators integrated into our protection architecture
Life InsuranceInternational Health
Access via regulated partners. Solutions subject to eligibility, jurisdiction and underwriting.
Service plans
An advisory for every stage of your wealth journey.
Montvenue serves clients at different stages of wealth building, expansion and sophistication.
Montvenue
Privilege
Hard-currency diversification
Designed for
USD 100K+
Multi-currency diversification with global protection and insurance.
- Multi-currency portfolio
- Global life and health insurance
- International funds and ETFs
- Initial wealth planning
Montvenue
Featured
Private
Swiss private banking
Designed for
USD 500K+
Swiss banking onboarding and dedicated structures.
- Account at a first-tier Swiss bank
- International structures: holding and offshore
- Lombard credit subject to eligibility
- Personalized discretionary mandate
Montvenue
Wealth
Complete wealth architecture
Designed for
USD 1M+
Full architecture with AMC, Lombard and multibank setup.
- AMC and dedicated vehicle with ISIN
- Lombard Loan and strategic liquidity
- Multibank configuration
- Family office services
Montvenue
U.H. Net Worth
Multi-jurisdictional governance
Designed for
USD 100M+
Bespoke solutions for large estates and families.
- Multi-jurisdiction and multibank
- Trusts and family governance
- Intergenerational succession planning
- Dedicated ACG ecosystem coverage
Differentiators
Why Montvenue is different
01
360° vision
We don't look only at investments. We look at wealth, family, business, risks, liquidity, succession, credit, protection and the future.
02
Curated solutions
We connect clients to a range of financial and wealth solutions, without limiting the strategy to a single institution or banking shelf.
03
Brazil and abroad
We integrate domestic and international opportunities for clients who want to diversify, protect and expand wealth across different markets and currencies.
04
Strategy before product
Before any solution, we understand each client's circumstances, objectives, profile, risks and wealth structure.
05
Sophistication with clarity
We translate complex structures into decisions you can understand, so you keep more control and confidence over your wealth.
06
The ACG ecosystem
Montvenue is part of ACG | Alsant Corp Group, a business ecosystem that unites strategy, technology, capital, creative intelligence and long-term vision.
Brazil to the world
From Brazil to the world.
From wealth to legacy.
Montvenue connects clients to wealth opportunities, structures and solutions in Brazil and international markets, expanding possibilities for diversification, currency protection, financial mobility and global planning.
20+
Countries served
10+
Languages
30+
Partner banks
Strategic hubs
International presence
How it works
How the Montvenue experience works
- 01
Wealth diagnosis
A complete reading of income, wealth, risks, goals, and family and business structure.
- 02
Architecture design
Bespoke strategy and structure: jurisdictions, vehicles, banks and solutions.
- 03
Banking and structural onboarding
KYC, account opening and implementation of the appropriate structures.
- 04
Solution implementation
Allocation, protection, credit and FX executed with regulated partners.
- 05
Continuous follow-up
Periodic reviews, reporting and adjustments as life evolves.
Wealthwithoutstrategyfragments.
Investmentswithoutvisionbecomebets.
Growthwithoutprotectionincreasesrisk.
Successionwithoutplanningcreatesconflict.
Montvenue exists to guide your wealth with clarity, sophistication and global vision.
Montvenue Insights
Ideas for more informed wealth decisions.
Perspectives on wealth, liquidity, protection and international structures.
Wealth Planning
Wealth architecture: why isolated decisions become expensive
An integrated view turns investments, protection, credit and succession into one strategy.
Read article
Credit & Liquidity
Liquidity without dismantling a long-term strategy
How asset-backed facilities may fund projects and needs without forcing an untimely portfolio sale.
Read article
Family & Legacy
Family wealth must endure across generations
Governance, succession and communication turn accumulated wealth into family continuity.
Read articleWealth Diagnostic
Your wealth needs
direction.
Build, protect and expand your wealth with a complete, integrated and global strategy.
Every meaningful wealth decision begins with clarity.
Montvenue · Wealth & Beyond
Responsibility
Strategy with responsibility
Montvenue operates with an advisory approach, weighing the profile, objectives, time horizon, liquidity, risks and suitability of each solution. Every meaningful wealth decision should be analyzed with care, especially when it involves investments, credit, international structures, succession, insurance or tax planning.
Investments involve risk. Past performance is no guarantee of future results. The solutions presented depend on individual analysis, the client's profile, eligibility, applicable legislation and wealth suitability.
Wealth & Beyond
Your wealth needs
Build, protect and expand your wealth with a complete, integrated and global strategy.