We invest together with our clients.
Our purpose
We created TERA because we believe that excellence and performance in wealth management is essential to provide freedom, balance, and perpetuity to our clients' legacy. Our biggest mission is to be the reference Multi-Family Office in active wealth management.
TERA was founded in 2015 as a Single-Family Office focused on managing the wealth of the Pátria founding partners. In 2017, we opened our doors to welcome new families, with the aim of providing them with unique investment opportunities in the global capital market.
Market Monthly Letter
During the month of March, the U.S. tariffs implementation progressed, causing significant instability in the markets (which intensified in the first days of April). Safe-haven assets such as gold, the Swiss franc, and the Japanese yen appreciated, while equities and credit bonds lost value amid expectations of a pronounced economic slowdown.).
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24
profissionais
6
8
10
certificações
10
estratégias proprietárias
100%
independente
A strong and cohesive team,
which offers alternative and proprietary investment solutions.
Board
Luiz O. Magalhães
Fabio Vidigal | CEO
Investment Management
João Paulo Vaz, CFA | CIO
Pedro Monteiro
Ítalo Nunes, CFA
Rafael Rocha, PhD
Felipe Nunes
Adriely Costa
Relationship
Jonas Rinaldelli, CFA, CFP
Sergio Mattar, CFP
Larissa Alves, CFP
Augusto Basilio
Wealth Planning, Legal & Compliance
Ana Paula Rizzo
Alan Sant'Anna de Lima
Financeiro & Administrativo
Pedro Costa
Bianca Cunha
Vinicius Fernandez
Julia Souza
Operations & Risk Management
Vitor França
Lucas Mesquita
Paulo Parisi
Felipe Ferreira
Julio Toledo
Weslley Alves
Davi Moreira
Paulo Oliveira
