Chambers Review
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Private Banks - Brazil
What the Team is Known For
Itaú Private Bank offers a number of services to high net worth individuals including estate and retirement planning, as well as asset protection.
Private Banks
High Net Worth Guide 2025 : Brazil
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Department profile
Itaú Private Bank
Department profile | Itaú Private Bank
Private Banks
About
Provided by Itaú Private Bank
Itaú Private Bank believes that sharing knowledge with clients and promoting effective wealth and succession planning are key to ensuring sustainable results for both sides – bank and client. To this end, its high specialized Wealth Planning team presents customized alternatives to clients and uses its expertise to support their decisions, providing tailor-made solutions aimed at protecting the families´ legacies.
Pursuing a purpose that goes beyond profitability, Itaú’s Wealth Planning team targets a holistic approach in its advisory to clients, taking into account not only their net worth and family structure, but also their values and main goals.
Continuously developing its services, Itaú offers a wide a range of Wealth Planning services designed to prepare families to transfer their assets, legacies and values to the next generations, as follows: Estate planning and asset protection: The team provides consultancy related to succession and tax planning to ensure that client´s estate is distributed according to her wishes in the most effective manner; Family and Corporate Governance: The team advises clients on the creation of family protocols and shareholder agreements for family-owned business; International asset allocation: Identifying the best structure for asset allocation abroad, such as private investment companies, trusts and offshore funds.
Strengths
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Slide 1 of 2
Itaú is the largest private banking team in Brazil and I think it's the most reliable one. They have very good structures and private funds and have the strongest private banking offshore by far.
They have very well-trained, experienced, serious professionals focused on the best interests of the client. They show a real interest in the needs of customers and accompany them completely.
Slide 2 of 2
I have the best opinion and impression of them. They are very dedicated and a very good and important player in the market.
Itaú is the largest private banking team in Brazil and I think it's the most reliable one. They have very good structures and private funds and have the strongest private banking offshore by far.
They have very well-trained, experienced, serious professionals focused on the best interests of the client. They show a real interest in the needs of customers and accompany them completely.
I have the best opinion and impression of them. They are very dedicated and a very good and important player in the market.
Notable Practitioners
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Camilla Arno
Camilla Arno is head of international wealth planning at Itaú Private Bank and is well known in the Brazilian private wealth industry, with a strong reputation for this work.
Camilla Arno is excellent. She is very technically prepared and committed to the client.
Camilla Arno is well-experienced and sharp and has a brilliant mind.
Karen Lie Mizumoto
Karen Lie Mizumoto is an experienced practitioner in Itaú Private Bank's wealth planning team.
Karen Lie Mizumoto is really good and understands the client, market and players. She navigates this world really well.
Karen Lie Mizumoto is excellent. She is very technically prepared and committed to the customer.
Karen Lie Mizumoto is a rising star.
Ranked Individuals at
Itaú Private Bank
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