Romeu Bentes Montenegro
Romeu Bentes Montenegro is an executive with over 15 years of experience in the financial market, 10 of which at Credit Suisse Brazil, working in Private Banking and wealth management for high-net-worth clients. He currently leads XP Consultoria B2C, an area dedicated to offering a strategic and integrated view of clients' wealth. Under his leadership, the consultancy combines technology, planning, and specialized knowledge to support decisions on liquid and illiquid assets, estate, succession and tax planning, family governance, real assets, and alternative investments, promoting wealth preservation and growth across generations.
São Paulo, City of Investments
São Paulo combines economic scale, financial capacity and an intense urban transformation agenda. But how can this potential be converted into viable projects capable of attracting capital and generating development? The panel will address opportunities in the real estate and infrastructure markets, financing models and the coordination between government, companies and investors to build an increasingly competitive, connected city prepared for the future. *São Paulo Business Session