Investment consultancy Lifetime recorded a 552% increase in the assets under its custody in six years – going from R$4.6 billion managed in 2019 to around R$30 billion in 2025.
The company has now expanded its operations to Brasília, with the opening of a branch in the city this Tuesday (7). The bet is that the heated pace of the investment market will continue, despite the scenario with high interest rates in Brazil and international economic uncertainties – such as the pressure on the price of oil globally due to the war in the Middle East.
According to Lifetime, the expectation of financial transactions in the federal capital is around R$5 billion with the investment market in the Brasília region. Of this amount, R$1.3 billion is estimated in the short term and the other R$3.7 billion will be invested until 2028.
O CEO yes Lifetime, Fernando in Katsonstates that the installation of the consultancy in Brasília had no political relationship, and aims to increase the company’s proximity to the local public, in a joint process of expanding the brand nationally.
“We want to take care of the client’s perspectives, be close to local investors so that those in the political center of the country have another market option, with references in the region. Brasília is a stage of expansion”, said Katsonis.
Growth in the financial market
According to CEO Fernando Katsonis, the company’s goal is to reach R$100 billion in custody by 2028.
Questioned by CNN Money Regarding the size of the objective – it will be necessary to more than triple the amount currently managed –, the executive argues that the strategy is quite viable and anchored, in part, in the “financial clinic” model.
“We show the working model to the investor, a financial clinic based on several personal factors as well, such as family style and particular needs. This makes the analysis more welcoming and personal”, said the CEO of Lifetime.
According to Katsonis, the consultancy’s business model is based on “personalization” and creating “experience” for the client by applying some value.
“The proposal is to look at the portfolio, carry out an investment analysis and see what is best for each person. We look at the investor and see what they want and need in the medium and long term, while the market in general thinks about returns but not about the client’s profile”, added the head of the company.
* Under the supervision of Daniel Rittner
