Nathalie Toquetti
Partners
Get to know the Vita.
Grupo Vita offers a service that helps consultancies expand their capabilities, allowing them to focus on what really matters: your customers.
2016
Start of Vita
Opening of the consultancy focused on the B2C public.
2020
RIA
Creation of the RIA ('Registered Investment Advisor') in the United States
2021
Asset and Scale
Creation of a Management and Investment Company (FIP) to grow the business model
2022
B2B
Creation of the B2B business unit
2024
B2B focus
Exclusive dedication to the B2B model
2025
Growth
From investing partner to strategic partner
Operational efficiency isn't just about cutting costs, it's
Ferramentas customizadas para otimizar a saúde financeira e a perenidade patrimonial dos seus clientes
Plataforma e consolidação
Alocação e soluções personalizadas
Governança e gestão de risco
Estratégia e crescimento
Operational Efficiency
Anelize Silva
Sócia
Management and Consolidation
From lead and contract to planning and
portfolio consolidation, view onshore
and offshore in different custodians, with
efficient sending of personalized reports
Onboarding and New Projects
We make sure that our partners have all the tools they need to work in the shortest possible time, as well as developing projects based on their feedback on an ongoing basis
Customer Experience
With a consolidated view of the current business environment and customer needs, we are able to provide intelligence and solutions that keep us at the forefront of today's competitive market.
Billing
Automatically manage the billing process, in reais or dollars, from the fee sending the invoice to the client, even making inclusions and exclusions at an active level to accommodate different commercial agreements
Market analysis
Arthur Mello
Partners
Tharcisio Santos
Sócio
Julia Baltieri
Sócia
Asset Management
Owning an Asset allows the creation and use of diverse funds and specific mandates, as well as offering feeders and discretionary allocation efficiently to clients and partners
RIA
As an RIA (Registered Investment Advisor), we can serve US resident clients (W9), as well as having direct access and visibility to this market, its partners and realities
Allocation
Our research team has access to the best managers and reports, both local and global.
to produce our recommendations and portfolios by client profile
Network communication
Supporting our recommendations with simple materials and communicating strategically and regularly with our clients is a
key point of scale for maximizing partners' commercial productivity
Governança e gestão de riscos
Eduardo Albiero
Founder
Risco e Compliance
Disciplina e resiliência na gestão de riscos e compliance para manter um bom nível de serviço em todos os processos e controles no nosso dia a dia.
Governance
Guiamos nossos parceiros pelos seus desafios de governança, prezando pela criação de programas que fomentem crescimento sustentado do negócio.
Customer service
Modelo proprietário (feito por um PhD de Cambridge) com diferentes dimensões de risco (capacidade, propensão, atitude e conhecimento), facilitando construção do portfolio e redução de atrito no tempo.
Melhoria Contínua
O mundo, os mercados e as necessidades dos clientes estão em constante evolução, portanto precisamos estar em constante
evolução também: trazendo para a Vita novas ferramentas e funcionalidades.
Estratégia e crescimento
Guilherme Galli
Partner
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Evelise Kowalczyk
Sócia
training
We provide exclusive training led by major market players that focus on the entire chain of acquiring new customers.
Busca de Talentos
Acompanhamento e participamos ativamente dos processos de contratação de nossos parceiros, para garantir o melhor capital humano possível na rede.
Melhores Práticas
Queremos melhores em tudo que fazemos, continuada e apaixonadamente. Com isso
em mente, coletamos e damos feedback à rede e trazemos as melhores práticas.
Liderança e Mentoria
Reuniões regulares com nossos parceiros, desenho de plano estratégico e comercial, orçamento e seu acompanhamento, garantindo que todos saibam para onde e
como estamos caminhando juntos.