Itaú Invest ofrece los servicios de trading y estructuración para empresas que están buscando captar fondos en el mercado de capitales local y así brindar soluciones a medida para rentabilizar su liquidez. Así también, ofrece servicios de Wealth Management para clientes de banca personal con el objetivo de brindar asesoramiento sobre la gestión patrimonial de sus inversiones acordes al momento de vida, perfil y objetivos personales.

Itaú Invest

Paolo Doldán

This department focuses on providing personalized financial services and investment strategies to clients, helping them manage and grow their wealth.

Wealth Management

This department focuses on systems analysis, compliance monitoring, and operational oversight.

Systems and Compliance

This department manages financial operations, budget planning, and internal controls to support organizational objectives.

Finance and Administration

This department focuses on managing and maximizing investment opportunities and strategies.

Investment Division

This department oversees legal affairs and ensures adherence to regulatory standards within the organization.

Legal and Compliance

This department manages operational processes and technology integration to enhance efficiency and productivity.

Itaú Invest

Org chart

Teams

Wealth Management

Systems and Compliance

Finance and Administration

Investment Division

Legal and Compliance

Operations and Technology

Offices

Itaú Invest

Org chart

Teams

Wealth Management

Systems and Compliance

Finance and Administration

Investment Division

Legal and Compliance

Operations and Technology

Offices

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