a Investment Guide On Thursday, the 20th, it announced the purchase of a client portfolio for the Rio Grande do Sul Sim brokerage; Paul. The process also includes managing funds, clubs and managed portfolios. Guide will hire independent investment agents associated with the Rio Grande do Sul brokerage and existing clients will continue to receive the same advice.
The progress in Rio Grande do Sul is part of the guide’s expansion movement to the country’s major capitals. Branches in Rio de Janeiro, Belo Horizonte and Curitiba were also the result of acquisitions of companies in these cities.
The Salvador office was built from scratch, explains Felipe Steinfeld, partner and director of retail and wealth management. “We are looking for opportunities to make acquisitions in the case of new branches, as well as to bring in an office from another platform,” he says. Directory in 40 Brazilian cities. Among the in-house professionals, freelancers, and consultants, the brokerage currently has around 600 consultants.
Digital
Another front related to brokerage, which is complementary to opening physical consulting services, is to attract customers online, through digital marketing actions. The method was a significant source of customer acquisition in 2021. “Our strategy is to increase investment in this sector to attract customers and then work with them in the other sectors we have,” Steinfeld says.
Acquisition takes place a few days after the date Itaú bought the brokerage firm Ideal, specifically to accelerate digital businesses.
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