Exceptional results can only come from being attuned to the needs of you and your family. We take the time to listen. We build a privileged partnership together.
    Let us help you define and implement your goals for the future. We create the tools and a unique environment through which you can realize your vision.
    Innovation and creativity drive successful investing today. We seek out new horizons and provide access to unique global opportunities that deliver remarkable returns.


Sartus Capital is a global investment office managing assets for private individuals, families, foundations and other institutions. Our experienced team of executives works in partnership with our clients to plan and deliver personalized financial goals. We are part of XP Investimentos Group, a global investment platform headquartered in Sao Paulo, with registered offices in New York and Miami. XP Group is partially owned by General Atlantic, one of the world’s largest private equity firms, and Sartus Capital's management team are also equity holders in XP Group. We are entrepreneurs at the service of entrepreneurs.

The services

Our goal is to consistently offer our clients innovative services to protect and grow their wealth in all its many facets. Sartus Capital provides access to best-in-class investment products based on our own in-house capabilities and on an open and independent architecture platform. To bolster our ideas flow, we supplement our proprietary market research with access to a multitude of different analysts and research portals of all major financial institutions. These form the base for our holistic and independent investment process. Sartus Capital provides discretionary and advisory portfolio and asset management services, asset consolidation and reporting, private investment opportunities, merchant banking and debt issuance, wealth planning, philanthropic advisory services, impact investing and family office and concierge services. Through our international network and partners, Sartus teams up with expert service providers for all types of client needs, to ensure specialists are addressing each specific challenge to the benefit of our clients.

The Team

Through our experienced team of executives, Sartus Capital provides access to best in class asset management services. Based on an open and independent architecture and access to service providers, we are able to cater for all types of client needs, including corporate solutions and services. In addition to our own market research, we have access to a multitude of different analysts and research portals of all major financial institutions which form part of our holistic and independent investment process.

Felipe Eduardo
de Almeida e Silva

Chief Executive Officer

Felipe has a background as a lawyer, having worked at Bulhoes de Pedreira advogados in Rio de Janeiro, Brazil, until 1995. He then founded a corporate insurance broker, Rio Service Corretora, which he sold to the Willis Group and stayed on as the director of their operations in Rio de Janeiro until 2005. Felipe then joined Lloyds Bank as a Senior Relationship Manager, leveraging his legal background for succession and trust planning for the Brazilian market. In 2007, he became a Partner and Senior Relationship Manager of Bedrock SA, where he was responsible for Latin America. Working as a partner of XP Investimentos, Felipe founded Sartus Capital in 2016 and is based in our Geneva headquarters.


Deputy Chief Executive Officer

Sven began his career in Canada’s diplomatic service, with postings in Sao Paulo and Geneva (WTO), and a two-year appointment as Senior Policy Advisor to Canada’s Minister for International Trade. In 2001, he joined Banque Lombard Odier & Cie in Geneva as a banker focused on high net worth clients and family offices in Latin America, the Middle East and Switzerland. Active in portfolio management, he built up a book of over USD 2 billion and sat on different strategic committees within the Bank’s private client unit. He is a Certified International Investment Analyst and holds an Honours BA in International Relations from the University of Toronto, and a graduate diploma in European studies from IEHEI in Nice, France. Sven speaks English, French, Portuguese, Spanish and Swedish and joined Sartus Capital in March 2017 as Deputy CEO.


Chief Investment Officer

Steve holds a PhD in Economics from the Australian National University and has 30 years of international experience. He began his career as an economist working principally in Asia, but then moved to wealth and fund management after relocating to Geneva in 1997. Steve has strong analytical, investment and management skills gained in a variety of roles, including Head of Research for Santander Group (Geneva), President and CIO of Sparx International Hong Kong, and Head of Equities (Japan) for Fidelity International in Tokyo. In 2013, Steve joined Octogone Gestion SA as Investment Director with responsibility for fund research, asset allocation and portfolio advisory. Steve joined Sartus Capital SA as the CIO in February 2017.


Managing Director

Lydia has over 35 years of experience in the financial markets. Lydia started her career at Citibank New York in the early 1980's, moving to Citibank Paris in 1988. She pursued her career with Merrill Lynch in Paris and later in Geneva. She also held senior positions at HSBC. Prior to joining Sartus in February 2017, Lydia was the head of the Latin American team at BNP Paribas. Lydia has lived in Geneva for the past 18 years. She studied in Brazil and Paris, where she graduated from the University Paris-Sorbonne. She is fluent in Portuguese, French, English and Spanish.

Otacilio Soares
da Silva

Managing Director

Otacilio has over 30 years of experience in financial markets, starting his career in a brokerage house in Brazil in the 1980’s. This was followed by Banco CCF, where he developed their Corporate and Investment Banking, and was a Private Banking Director. After the bank’s  acquisition by HSBC in 2000, he focused his career in Private Banking, both onshore and offshore, moving to HSBC Private Banking’s headquarters in Geneva. He moved to the Family Office business in 2013. In 2017, becoming partner of XP Investimentos, he joined Sartus Capital. Otacilio graduated in Economics at Pontifícia Universidade Católica de Minas Gerais and an MBA in Finance from Fundação Getúlio Vargas, Brasil. He is a former member of many professional financial markets associations in Brazil and a current member of representative ones in Europe. He speaks Portuguese, English and French.

Annika Maria

Managing Director

Annika commenced her professional career at Goldman Sachs in London, where she worked as a cross-asset-class sales trader for leading European family offices. She subsequently joined J.P. Morgan as a relationship manager for ultra-high net worth Latin American private clients, foundations, and family offices. Annika graduated with a Finance Honors degree from the European Business School London, where she completed her thesis in sustainable investing. Annika speaks Spanish, English, Finnish, French, German, Swedish, Italian and Danish and she heads the Sartus Geneva office.


Managing Director

After finishing his professional trainee program at Volksbank eG, Thomas worked in the wealth management unit for German high net worth clients. In 1996, he was hired by Dresdner Bank Lateinamerika AG to advise the wealthiest clients in Private Banking.  After the business integration of the Private Banking division into UBS Deutschland AG in 2005, Thomas worked as senior relationship manager for ultra-high net worth clients covering the Brazilian private banking market. In 2015, Thomas was appointed to lead the Brazil Desk of UBS Hamburg.  Thomas heads up the London office of Sartus and he speaks German, English, Dutch, Portuguese and Spanish.


Managing Director

Andrea graduated in Economics at PUC Sao Paulo and completed an MBA in Finance at IBMEC Sao Paulo. She has over 23 years of experience in Financial Markets, 10 years in Investment Banking and 13 years in Private Banking. Andrea has been living in Geneva for 11 years, where she has worked as Senior Banker at UBS, Morgan Stanley and J.P. Morgan covering high and ultra-high net worth private clients. Andrea joined Sartus Capital in 2017 as Managing Director.


Managing Director

Stéphane has over 20 years’ experience in the financial markets. He studied administration in HES Genève and literature in Toronto. He started his career as a trainee with Banque Hentsch & Cie in 1993 and then spent two years as a trader with Barclay’s Bank Geneva. He subsequently joined Unibanco as a relationship manager in their private banking office in Geneva and then was recruited by the Credit Suisse group as a senior relationship manager specialized in the Brazilian market. He moved to Banque Lombard Odier & Cie in 2006, focused on high net worth private clients in Brazil, Portugal and Switzerland. Stéphane joined Sartus Capital in March 2017 as a Managing Director.

Andre Leao

Managing Director

After finishing his professional trainee program at HSBC Trinkaus & Burkhardt in Düsseldorf, Andre moved to Hamburg in 2001 to study Business Administration at University of Hamburg. He graduated with a Master of Business Administration and Economics focusing on Capital Markets. In 2007, he was hired by UBS Deutschland AG to advise the wealthiest Brazilian clients in Private Banking.  Andre is fluent in German, Portuguese, English and Spanish.


Senior Vice President

Uilma has over 20 years of experience in the financial markets. After graduating with a degree in finance and accounting in Brazil, she moved to Switzerland. She started her career at American Express in Geneva, before joining Merrill Lynch Private Bank (Suisse) SA. She later joined HSBC Private Bank (Suisse) SA and subsequently worked as a senior relationship manager at BNP Paribas, her last assignment before joining Sartus Capital in February 2017. Uilma has lived in Geneva for 22 years. She is fluent in Portuguese, English and French.


Senior Vice President

Stefan has over 25 years of experience in the financial markets. He graduated from the University of Munster, 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.


Senior Vice President
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.


Senior Vice President
Felix is an experienced relationship manager for Brazilian 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. Felix is fluent in German, English and Portuguese.


Senior Vice President
After graduating from university in the Netherlands, Hannes joined the international graduate trainee program at UBS Deutschland AG in 2012 where he was responsible for Mexican high and ultra-high net worth clients. In 2013, he was appointed to the Latin America-based Financial Intermediaries unit at UBS Deutschland AG covering Colombia, Venezuela, Panama, Costa Rica and Mexico. In 2014, he was hired by UBS Deutschland AG to advise the wealthiest Brazilian clients in Private Banking. Hannes is fluent in German, English, Portuguese and Spanish.


Senior Investment Advisor

Rodolphe has over 14 years of experience in the financial markets, with a specific focus on Equities. After completing his Master’s degree with a major in Finance at ESCP-EAP Paris, Rodolphe started his career in 2003 in the Equity Sales-Trading Division of ABN Amro. He subsequently joined Bear Stearns in London, advising hedge funds on their equity long/short and event-driven strategies. In 2008, he joined SG Private Banking and SG M&R as an Investment Advisor. He was then hired by a single family office in Geneva to manage their listed assets exposure. Rodolphe joined Sartus in July 2016 as a Senior Investment Advisor. He is fluent in French and English.

Vaz Pacheco de Castro

Investment Advisor

Antonio completed in 2014 his double Master’s degree in Economics and International Management between Bocconi University and Nova SBE, carrying out a major in Macroeconomics of Financial Markets. During his studies, he worked as Consulting Associate at Eurogroup Consulting and completed a strategic business project for executive committee members of EDP, the largest Portuguese energy company. Antonio joined J.P. Morgan in 2014, he was enrolled in the analyst program and was covering Brazilian ultra-high net worth private clients. Antonio is fluent in Portuguese, English and German.

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