Disconnected investments
Portfolio decisions made at different moments, with no connection to the wealth as a whole.
01
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.
Request your Diagnostic.
A strategic, confidential analysis of your wealth landscape in Brazil and abroad.
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The ideal wealth plan to live well and with clarity.
Wealth with method.
Montvenue brings together strategy, investments, succession, credit and global structures, a 360° wealth consultancy for families and entrepreneurs who think in decades.
SPXBrazil Investments+0.62%
IXICGlobal Investments+0.94%
SMIInternational Accounts+0.31%
BTCSwiss Lombard Loan+2.15%
XAUSmart Foreign Exchange+0.48%
ETHWealth Planning+1.87%
IBOVStructured Funding+0.55%
USDAbove-Average Fixed Income-0.12%
EUREquities+0.08%
GBPPrivate Credit-0.05%
CHFInsurance+0.21%
SPXBrazil Investments+0.62%
IXICGlobal Investments+0.94%
SMIInternational Accounts+0.31%
BTCSwiss Lombard Loan+2.15%
XAUSmart Foreign Exchange+0.48%
ETHWealth Planning+1.87%
IBOVStructured Funding+0.55%
USDAbove-Average Fixed Income-0.12%
EUREquities+0.08%
GBPPrivate Credit-0.05%
CHFInsurance+0.21%
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.
Too many products, no strategy
Products scattered across multiple institutions, with no criteria, hierarchy or purpose.
02
Lack of wealth protection
Personal, family and business risks left unaddressed, exposing what has already been built.
03
No succession planning
Wealth with no clear rules for transfer, creating conflict, tax loss and future fragmentation.
04
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.
Consolidated portfolio
USD 0.00
+12.4% over 5 years
WealthArchitecture.chartStartWealthArchitecture.chartEnd
Global fixed incomeEquitiesAlternativesLombard
Build
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
United Kingdom
Institutional coordination and distribution.
Switzerland
Banking administration, private banking and advisory.
Israel
International structuring and specialized solutions.
Execution and regulated services are structured by the appropriate entities in their respective jurisdictions.
Example of a personalized configuration
Conservative bank
Buy-and-hold positions, with potential Lombard loans and all-in fee.
Dynamic strategies
Active mandates and flexible allocation as markets move.
Online broker
Options strategies and agile execution on a digital platform.
Digital assets
Custody and crypto solutions on a regulated basis.
Trusts & holdings
Wealth structuring and dedicated vehicles.
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.
Brazil and Global
Investments
8 solutions organized by profile, objectives and wealth suitability.
What it is
Access to fixed-income opportunities in Brazil: bonds, funds and selected strategies matched to the client's profile, term and objective.
Advantage
Helps build predictability, capital preservation and income generation with greater organization.
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.
~65%
Reference LTV on eligible assets
1–2.5% p.a.
Interest base depending on structure and institution
+4.0%
Illustrative spread between average return and credit cost
up to 3x
Potential exposure with controlled leverage
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.
BR
Warren
Investments and solutions in Brazil.
BR
OZ
Complementary ecosystem solutions.
Banks and platforms across the ecosystem
LGT
Sygnum
UBP
J. Safra Sarasin
0+ partner banks
Swiss Assort
AMC Assort Brazil Diversified · ABD1 · ISIN CH1503815826 · Guernsey · open-end · private placement
The AMC does not constitute a collective investment scheme under CISA and is not subject to FINMA supervision in this framework. Investors bear the issuer credit risk.
Brands shown as examples of infrastructure available through regulated partners. They do not imply corporate ties or endorsement.
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.
Ecosystem of global insurers and operators
Omint
AZOS
SulAmérica
Brands shown as examples of available infrastructure. 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
Standard
To start with method
Designed for
USD 15K+
Entry point to the Montvenue international ecosystem.
- International investment account
- Global FX and remittances
- Entry global portfolio
- Advisory follow-up
Montvenue
Prime
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.
0+
Countries served
0+
Languages
0+
Partner banks
USD 0B+
In AUM
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.
01
Wealthwithoutstrategyfragments.
02
Investmentswithoutvisionbecomebets.
03
Growthwithoutprotectionincreasesrisk.
04
Successionwithoutplanningcreatesconflict.
Montvenue exists to guide your wealth with clarity, sophistication and global vision.
A financial intelligence and personal management ecosystem: finance, behavior, learning and wealth vision in a single experience.
Personal financial control
Complete financial education
Courses across financial market categories
Behavioral financial psychology
Analysis of assets, portfolios and opportunities
Domestic and international products
A single experience to evolve from daily control to long-term wealth vision.
Wealth Diagnostic
Your wealth needs
direction.
Build, protect and expand your wealth with a complete, integrated and global strategy.
01Diagnostic within 72 hours
02Analysis under NDA and full confidentiality
03Personalized advisory service
04Integrated view of Brazil and abroad
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.