Interviewing Bernardo Amaral

XP Investimentos is Looking to Replicate their Business Model with XP Securities in the United States

Date:

XP Investimentos is Looking to Replicate their Business Model with XP Securities in the United States

Author: Fórmate a Fondo

  1. XP Securities: “For 2017, we are looking at opening offices in different countries throughout Latin America"
  2. For the last two years, Bernardo Amaral has been the Chief Executive Officer of the US subsidiary of XP Investimentos
  3. XP Securities has offices in New York and Miami. The New York office focuses on offering services for institutional clients, while the Miami office is focused on high net worth clients
  4. Amaral: “We can confidently say that we know what advisors need in order to be successful. XP Investimentos has 70% of all independent financial advisors in Brazil”