INDEPENDENT BOUTIQUE · SÃO PAULO · LONDON

Capital preserved.
Legacy built.

Financial advisory and investment management for high-net-worth clients. We combine analytical depth, strategic judgement and technical discipline to protect and expand wealth over time.

MANDATEBY INVITATION AND REFERRAL
VEHICLESFIDC · FIP · FII · OFFSHORE
RESEARCHMONTHLY LETTER · WEEKLY BRIEF
12 + YEARS 5 vert. PRACTICES 2 jur. BRAZIL & UK 100 % INDEPENDENCE
01
ABOUT

A boutique for those who have already built.

Sigma Trust combines technical excellence with strategic judgement to deliver bespoke solutions to high-net-worth clients. We work across M&A, the structuring of vehicles such as FIDC, FIP and FII, wealth management and alternative investments, always with a focus on capital preservation and risk management.

PRESERVATIONDiversification · liquidity · quality
HOLISTIC VIEWSuccession · tax · governance
GLOBALCross-border · compliance
ANALYSISMacro · modelling · sensitivity
02
WHAT WE DO · 05 OF 05

Five practices. One architecture.

Each vertical is designed as a component of one integrated wealth architecture, never as a standalone product.

See in detail →
WEALTH MANAGEMENTPreservation · legacy
M&ABuy-side · sell-side
DCMDebt · origination
OFFSHORECross-border · compliance
EXCLUSIVE FUNDSDedicated vehicles
03
JURISDICTIONS · 08 OF 08

Wealth without borders.

International wealth structuring with technical command of the regulatory framework of each relevant jurisdiction.

BRAZIL · 55HQ · Av. 9 de Julho
UNITED KINGDOM · 44Sigma UK · Global Reports
UNITED STATES · 01Delaware · Florida
PORTUGAL · 351Lisbon · residency
SWITZERLAND · 41Geneva · Zurich
CAYMAN · 1345SPC · LP
LUXEMBOURG · 352UCITS · SICAV
SINGAPORE · 65VCC structures
04
SIGMA DESK

Analysis that precedes the decision.

Three integrated layers: macro to define the environment, sectoral to identify trends, and idiosyncratic to select the best assets within each thesis.

See in detail →
LAYER 1 · MACROFiscal / rates / FX
LAYER 2 · SECTORALSect / flow / risk
LAYER 3 · IDIOSYNCRATICFund / val / cat
05
CONTACT · BY INVITATION

Let us discuss your next step.

Client relationships are by invitation and referral. Arrange a private conversation with a partner to discuss wealth architecture, M&A, allocation or international structuring.

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