Wigmore’s CEOs and CIOs Meeting

At the beginning of the month, Turim participated in the semiannual meeting of the Wigmore Association, a global network of family offices committed to enhancing wealth management through the sharing of experiences and knowledge.

EDUARDO GOMES DE ALMEIDA and Ana Carolina Carvalho represented Turim at the CEOs meeting in Washington, D.C., while our partner and strategist Nelson Abrahao attended the CIOs meeting in Los Angeles.

During the event, the CEOs discussed strategies to assist their clients in an ever-evolving investment landscape, covering best practices, services offered, benchmarking, infrastructure, marketing, and systems.

The CIOs meeting featured debates on topics such as macroeconomic analysis, investment philosophy, and the evolution of approaches in portfolio management.

We are always enthusiastic about this opportunity for knowledge exchange and remain committed to bringing the best international solutions to our clients.

Visit wigmoreassociation.com to learn more.

Thank you to: Christian Stadtmüller, CFA, and Michael Heise from HQ Trust; Phil Harkness and Jono Gourlay, MAppFin, FFin, B.A.(Hons) from Mutual Trust Pty Ltd; Andrew Busser, Rick Pitcairn, CFA, and Nathan Sonnenberg, CFA, CAIA from Pitcairn; and Edmundo Recio Prud’Homme, CFA from Promecap.