Why choose us?

G5 | Evercore offers Wealth Management services to high-net-worth individuals and families, delivering customized investment management and financial planning. We deliver independent advice and thoughtfully designed wealth management solutions, free from the conflicts of interest typical of financial institutions.


 

G5 | Evercore offers Wealth Management services to high-net-worth individuals and families, delivering customized investment management and financial planning. G5 | Evercore presents a differentiated concept in asset management founded on a core principle: focus on the customer, not the product.

G5 | Evercore delivers independent advice and thoughtfully designed wealth management solutions, free from the conflicts of interest typical of financial institutions. Every client at the firm is served by senior professionals, including a portfolio manager and a wealth advisor, who work with the support of the Wealth Management G5 |Evercore team.

G5 | Evercore values and leverages its human capital by focusing on building long-term relationships with its client base. G5 | Evercore consistently invests in new technology and in keeping its professionals abreast of new trends and developments in asset management and risk management, in order to bring the latest in portfolio management to our clients.

ANBIMA Code of Regulation and Best Practices of Investment Fund: Click here

ANBIMA Code of Regulation and Best Practices for Management and Equity in the Domestic Market: Click here