Itaú Private Bank’s win reflects a deliberate repositioning rather than incremental improvement. In 2024, the bank engaged an international consulting firm to conduct a strategic review. From this work came “Private do Futuro” – the future’s private [bank] – a plan to reshape the bank’s offering through to 2030.
The results are already visible in the service model. Three new client segments were structured as part of this work: the special segment, targeting clients with assets between R$10 million ($1.9
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