Wagner Costa Guedes de Melo

Investment advice for sophisticated High-Net-Worth Individuals aligned with clients’ risk profile; development and maintenance of long term client relationships in the HNWI segment; ensure the adherence of compliance requirements and trading procedures; proved systematic and structured working approach that was appreciated by clients, superiors and colleagues alike.

Analyzed the key drivers for the company’s performance in its Brazilian branch; definition of a business strategy focused on the Brazilian infrastructure sector; identification of cross border operational gaps.

Managed investment funds with an AuM of over 3.2 Bn and excellent performance track record; Asset-Liability Management and cash management controlling; mitigated FX and interest rates risks through hedging operations; credit risk analysis. Icatu Vanguarda is the Asset Management branch of Icatu Group, a firm that holds participation in diverse financial companies like insurance, private pension, capitalization and real estate. It has ca. USD 3.7 Bn in AuM through its over 120 investment funds.

Responsible for treasury operations; liaising with global custodians and fund administrators for securities settlement and cash reconciliation; risk monitoring; project leader in the development of the Treasury System, facilitating daily treasury activities by automating bank account transfers. Ágora Invest is a security brokerage owned by the Bradesco Group, one of the most solid financial institution in Latin America. It offers security trading and investment advice to retail and institutional clients.

Analysis and reporting of data referring to company’s key performance drivers; relationship management with corporate clients; project member in unifying the CRM System of Icatu Hartford with acquired insurance companies - the importance of leadership in an environment of internal uncertainties due to the merger was acknowledged within this project. Icatu Insurance, former Hartford, is a leading independent Insurance firm in Brazil with over 5.5 Mio clients.