Wigmore Association CIOs and CEOs Meeting

Semiannual Meeting

25 September 2023

Turim participated in the semi-annual meeting of the Wigmore Association, held in New York earlier this month, with the presence of our Co-CEOs Eduardo Gomes de Almeida and Leonardo Martins Moraes, as well as our partner and strategist Nelson Abrahao.

During the event, various strategies for family offices were discussed, focusing on assisting families in navigating a constantly evolving investment landscape. The CEOs also addressed best practices in wealth management, services offered, benchmarking, infrastructure, marketing, and systems.

The CIOs’ meeting, which included visits to funds, economists, and research houses, also featured discussions on wealth management-related topics, such as macroeconomic analysis, investment philosophy, the evolution of approaches and methodologies in portfolio management, as well as the impact of artificial intelligence on businesses and investments.

With CEOs and CIOs of member family offices working collaboratively and globally, Wigmore has become a powerful network of expertise in wealth management.

We appreciate Pitcairn for their excellent organization and for hosting us so well at their office.

We are delighted to participate in the event, representing a valuable opportunity for knowledge exchange. Thus, we continue to bring the best international solutions to our clients.