Influencer Charles Mendlowicz, known as, acquired the Wealth Management Ticker Wealth consultancy. Now he takes the lead in the company’s expansion strategy. Mendlowicz has been elected four times the best investment influencer by Anbima and has almost 30 years of professional experience, working in both the financial and retail market.
The consultancy operates with an open architecture model, in which the customer defines where he wants to invest. Currently, the company manages approximately R $ 500 million in assets under management, with the goal of reaching R $ 1 billion in the coming months.
According to Mendlowicz, the decision to acquire the consultancy was inspired by the predominant model in the international market. “In the United States, the dominant model is Wealth Management, different from Brazil, where the advice still prevails,” he said.
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Ticker Wealth also features founder Marcelo Alemi (Monkey Stocks and Cousin Group) and Danilo Bastos, founding partner. Alemi brings a vision based on technology and artificial intelligence, while Bastos will be responsible for the area of Research, a reference in real estate funds – a segment that will be one of the strategic focuses in the coming years.
“We are bringing to the investment industry an innovative model that combines cutting -edge technology and service with total transparency. The customer will have access to faster, more personalized and consistent analysis, without giving up human proximity, which makes all the difference,” says Alemi.
In the coming months, the company should announce new initiatives related to the internationalization of heritage, an area in which Mendlowicz has gained experience during its performance in the United States.
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The influencer stated that he has sought investment opportunities more aligned with the Brazilian profile, but in international markets. “This will be one of the differentials we want to offer Ticker customers,” he says.
