Meeting of Wigmore Association CEOs in Australia

Last week, Turim participated in the semiannual meeting of the Wigmore Association, a global network of family offices that fosters the exchange of experiences and knowledge to enhance wealth management practices.

The event was hosted by Mutual Trust in Australia and was attended by Eduardo Gomes de Almeida, our Co-Chair of the Board, and Leonardo Martins Moraes, our Co-CEO, who represented Turim.

In a panel organized by the Australian family office, Eduardo shared Turim’s journey and evolution, highlighting our commitment to excellence and innovation in wealth management. The panel, moderated by Dañelle Bereau, also featured Christian Stadtmüller (CEO of HQ Trust), Andrew Busser (President and CEO of Pitcairn), and Phil Harkness (CEO and Managing Partner of Mutual Trust).

Eduardo addressed two key topics: technology and long-term investments. On technology, he explained Turim’s strategic decision to develop all its software in-house, resulting in higher quality and more personalized services. He also underscored the motivations behind the development of an exclusive app for our clients. In the investment domain, Eduardo emphasized how diversification into international investments has always been a strategic pillar for Turim, detailing the various offshore asset classes in which we invest, with a special focus on our expertise in Private Equity and Venture Capital.

Throughout the week, the CEOs also discussed strategies to support their clients in an ever-evolving investment landscape. Topics included service offerings, benchmarking, infrastructure, marketing, and systems, all with a focus on excellence and innovation.

These gatherings provide a unique opportunity to exchange knowledge, align best practices, and explore innovations shaping the future of the family office industry.

We extend our gratitude to Mutual Trust for the impeccable organization of the event and to the other members of the Wigmore Association – HQ Trust, Pitcairn, and Promecap – for their valuable collaboration.

We remain steadfast in our commitment to bringing the best global solutions to our clients, connecting them to the most advanced trends and strategies in the market.