Sérgio has over six years of experience in wealth management and private banking, having worked at Julius Bär and Itaú Private Bank in Zurich, as well as Banco Bradesco in Brazil. Throughout his career, he has advised High and Ultra-High Net Worth clients across Brazilian, European, and Asian markets, gaining deep expertise in structured products, multi-asset trading, and client relationship management.
As a CFA Level III candidate with a degree in Engineering and Management, Sérgio combines strong analytical skills with a hands-on, client-focused approach. Fluent in English, German, Portuguese, and Spanish, Sérgio also brings valuable international experience and cultural understanding to the Paying Agent Services team.
Trading financial products carries significant risks, including the risk of a complete loss of investment, and may not be suitable for every investor. Therefore, please consider our risk warnings carefully, ensure that you have clearly understood all associated risks and that your legal place of your residence or registered office allows you to access this information.
