Hal Management

Sérgio Kimio Enokihara and José Euclides de Melo Ferraz joined forces in order to create a client-centric investment approach, instead of the usual product-centric approach.

Kimio holds 30 years of extensive experience in the financial markets performing key roles in treasury, asset management, wealth management and investment banks at Itaú, Lloyds, Allianz and UBS. Advisor and board member of several startups and venture capital consultant. Graduated as BS in Naval Engineering at University of São Paulo, MBA in Private Banking at IBMEC, certified CPA-20 and CFP at ANBIMA and certified portfolio manager (CGA) at CVM.

José Euclides has 27 years of large experience in financial markets, focused on developing quantitative tools for asset allocation, risk management, derivatives pricing and econometric modelling. Head of quantitative research at Itaú Asset Management for 17 years. Graduated as BS in Naval Engineering at University of São Paulo, MS in Management (Financial Engineering) at MIT Sloan School of Management, PhD in Statistics at University of São Paulo, certified CPA-20 at ANBIMA and certified portfolio manager (CGA) at CVM.

Hal management is in its initial steps, currently developing its first version of a GBI robo advisor. We will soon deploy our prototype for tests. If you wish further information, please feel free to contact us.