Investment advisory · Euro3 Investimentos
Investment advisory

A portfolio built for your goals, advised up close.

Euro3 designs and monitors your portfolio within the Banco Genial structure: an open platform with more than 1,000 products, and a dedicated adviser who knows your situation.

+R$ 250 bn
under custody at Genial Investimentos
+2 m
accounts opened on the platform
+1.000
investment products available
+400
funds under management in the group
WHAT YOU GET ACCESS TO

An open platform, from conservative to aggressive.

Fixed income

Government bonds, bank certificates, real estate and agribusiness notes and corporate debentures, for security and predictability.

Equities

Stocks, BDRs, ETFs and real estate funds, with research and recommendations from Banco Genial.

Investment funds

More than 400 funds, including multi-strategy, credit, equity and exclusive funds.

Private pension

PGBL and VGBL pension plans with portability, for long-term accumulation and succession.

Public offerings

Access to IPOs, follow-ons and fixed income offerings originated by the investment bank.

Structured products

Structured notes and tailored structures for specific goals, with calculated risk.

HOW THE ADVISORY WORKS

Close to you in every decision, not only at the point of sale.

01
Assessment

We understand profile, goals, timeframes and existing wealth.

02
Strategy

We build the ideal allocation between security, liquidity and returns.

03
Execution

Implementation on the Banco Genial platform, with secure custody.

04
Monitoring

Continuous portfolio review and adjustments as your life changes.

FOR YOU (INDIVIDUALS)

From the first investment to consolidated wealth.

Whether you are starting out, diversifying or organising wealth already built, the advisory follows every stage, with products consistent with your profile and your plans.

FOR YOUR COMPANY

The company's cash working with strategy.

Cash investment, treasury, currency protection and structured credit, with an adviser who understands the operation and the flow of the business.

A large bank's platform, with the closeness of someone who knows you by name.

Start with an assessment of your situation.

Answer a few questions and a Euro3 adviser will come back with a portfolio proposal for your profile.

Start assessment
1
Profile and goals assessment
2
Tailored portfolio proposal
3
Continuous monitoring with an adviser