We invest together with our clients.
Our purpose
We created TERA because we believe that excellence and performance in wealth management is essential to provide freedom, balance, and perpetuity to our clients' legacy. Our biggest mission is to be the reference Multi-Family Office in active wealth management.
TERA was founded in 2015 as a Single-Family Office focused on managing the wealth of the Pátria founding partners. In 2017, we opened our doors to welcome new families, with the aim of providing them with unique investment opportunities in the global capital market.
Market Monthly Letter
Most financial assets lost value in December, paring back some of the strong gains seen in 2024. Both the year and the month were defined by U.S. exceptionalism, with the dollar appreciating by 2.7% in December, accumulating an 8% gain over 12 months against a basket of trade partner currencies (DXY).
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26
profissionais
7
10
11
certificações
10
estratégias proprietárias
100%
independente
A strong and cohesive team,
which offers alternative and proprietary investment solutions.
Board
Alexandre Saigh
Olimpio Matarazzo
Luiz O. Magalhães
Fabio Vidigal | CEO
Investment Management
João Paulo Vaz, CFA | CIO
Mario Quaresma, CFA | Global Asset Allocation
Pedro Monteiro
Ítalo Nunes, CFA
Rafael Rocha, CQF
Felipe Nunes
Adriely Costa
Relationship
Jonas Rinaldelli, CFA, CFP
Sergio Mattar, CFP
Larissa Alves, CFP
Augusto Basilio
Wealth Planning, Legal & Compliance
Ana Paula Rizzo
Alan Sant'Anna de Lima
Camilla Cortez
Financeiro & Administrativo
Pedro Costa
Bianca Cunha
Vinicius Fernandez
Julia Souza
Operations & Risk Management
Vitor França
Lucas Mesquita
Paulo Parisi
Felipe Ferreira
Julio Toledo
Weslley Alves
Davi Moreira
