Itaú Unibanco celebrated its century last year. In that time, the group, as well as its wealth management business Itaú Private Bank, have changed the lives of millions of people, in Brazil and across Latin America, for the better.
Philanthropic advisory is tricky to get right. For decades, wealth management institutions treated it almost like an afterthought. Today, it is core to any private bank’s integrated wealth offering, however big they are.
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