Browser-based SaaS platform for HNWIs & family offices
Enhanced Investment Portfolio Control
Efficient Investment Oversight
Simplified Financial Management
Consulting Services
Governance & family office structures
Support for complex asset management
Expert consulting for multi-jurisdictional HNWIs
Value Proposition
One dashboard for all investment holdings
Automatic data import & reconciliation
Customizable analytics & reporting
Management Team
Cristiano Melo
Private Banking Executive with over 20 years’ experience working for tier 1 financial institutions and legal consultancy firms in Brazil and abroad.
Formerly served as Senior Vice President at EFG Bank & Trust (Bahamas), Director at Credit Suisse Nassau Branch among other leadership positions at Royal Bank of Canada, Itaú Asset Management and HSBC Asset Management in Brazil.
Graduated in Law at Universidade São Judas Tadeu and post-graduated in Finance and Economics at Fundação Instituto de Pesquisas Econômicas (FIPE) in partnership with Universidade de São Paulo (USP). He is a member of the Brazilian Bar Association (OAB).
Get in touch
K-Data Solutions
Juan Parra del Riego 989, Montevideo Montevideo Department, Uruguay
Utilizamos cookies para analisar o tráfego do site Web e otimizar a sua experiência de utilização do mesmo. Ao aceitar a nossa utilização de cookies, os seus dados serão agregados com os de todos os outros utilizadores.