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We are a family office working as a strategic partner for individuals and families looking for wealth management solutions. 
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Bernd Bertram

After earning a Master in Business Administration from the University of Hamburg, Bernd started his career at Dresdner Bank Lateinamerika AG, Hamburg in 1989. He worked for the Dresdner Bank Group mainly in Hamburg, ultimately as head of the Private Banking division, but also in Mexico City and Frankfurt with some shorter periods in Panama, Miami and the Cayman Islands. In 2005, the Private Banking activities of Dresdner Bank Lateinamerika AG were sold to UBS, where he worked until December 2015. Bernd is fluent in German, English and Spanish.

Felix Hägele, CFP®

Felix is an experienced relationship manager for high and ultra-high-net worth clients. After his graduation in Latin American Studies and Economics at the University of Cologne, Felix first joined UBS Deutschland AG as a Graduate Trainee in 2007. He continued his career as a client advisor for private clients in the Latin American department of UBS Germany, specialized in the Brazilian market, where he studied and lived for several years. In 2020 he sucessfully finished his postgraduate financial planning course at Frankfurt School of Finance & Management. Since 2021 he is a CERTIFIED FINANCIAL PLANNER®-Professional. Felix is fluent in German, English and Portuguese.

Stefan Hanke

Stefan has over 25 years of experience in the financial markets. He graduated from the University of Münster, Germany, where he specialized in finance and banking. He then started as a trainee at Commerzbank and worked there for six years with German high net worth clients. In 1999, he joined Dresdner Bank Latin America as Relationship Manager for Brazilian clients. When Dresdner Bank was sold in 2005, Stefan was hired by RBC in Sao Paulo as a Client Advisor. In 2011, he joined a team of former colleagues at UBS in Germany, continuing taking care of the Brazilian market. Stefan speaks fluent German, English and Portuguese.
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