Private Banks - Brazil
Band 1
What the Team is Known For
UBS Group provides private banking and wealth planning services to high net worth families and individuals. It recently merged with Credit Suisse, expanding its global offering.
Strengths
The team were very efficient and high quality. UBS is proving to be a wealth management service provider with very high quality standards.
Notable practitioners
Yuri Andrey Freitas is head of wealth planning at UBS Group's private banking division in Brazil. He held the same role at Credit Suisse before its acquisition by UBS. He has expertise in tax matters, including international taxation.
Yuri is a great wealth planner. He is a very complete professional and has technical and soft skills.