RC Wealth Management

About Us

Building a Legacy of Trust and Prosperity

Who Are We?

RC Wealth Management (RCWM) is an independent financial advisory firm specialized in the strategic management of large estates. The company is part of RC Financial Group, a holding created by Rio Capital Investimentos, with over 10 years of history, serving more than 3,200 clients and managing over R$ 2 billion in assets under advisory.

Our board and partners bring expertise from leading institutions such as XP Investimentos, Goldman Sachs, and other renowned financial organizations in Brazil and abroad. This background ensures high-level specialization in investment management and client service.

Through our advisory services, we deliver complete and customized solutions in wealth planning, succession, tax, and investment management — always focused on preserving and sustainably growing our clients’ wealth. With a conflict-free approach and fiduciary duty at the core of our work, we stand out for our technical excellence, discretion, and continuous, close client relationships.

At RCWM, we believe that wealth management is, above all, a journey built on trust, consistency, and long-term vision. Our role is to stand alongside our clients, supporting their decisions over time and helping preserve their legacy with independence, experience, and full commitment to their individual needs.

OUR PHILOSOPHY

Your Financial Journey with a Holistic Perspective.

We go beyond the conventional, analyzing not only the internal structure of your business but also considering the geographic and strategic aspects of your operations.

We understand that every detail matters. With a global perspective, we identify unique opportunities and provide tailored solutions that truly make a difference.

RC FINANCIAL GROUP

R$1.9 Bi+

NET PROMOTER SCORE

97 NPS

Our Values

At RC Wealth Management, we believe that every client is unique. Our wealth management philosophy goes far beyond numbers. We adopt a holistic approach that considers all aspects of your assets, financial goals, and life objectives.

Our commitment is to transparency, ethics, and independence, ensuring conflict-free advisory services at every stage of your investment journey.

At RCWM, we stand for:

Our Team

Our team is made up of highly qualified professionals with extensive experience in the financial market.

Guilherme Azevedo

CEO

Founder of RC Wealth Management, Guilherme has extensive experience in wealth management, gained through leadership positions in multi-family offices. A graduate of Ibmec, he is focused on delivering high-performance, personalized investment solutions that combine excellence and security.

João Atem

CIO

João is the Chief Investment Officer at RCWM. With experience as a Private Banker at Rio Capital | XP Investimentos and certifications such as CGA and CGE (ANBIMA), he leads our investment strategy, ensuring secure, high-performance wealth management.

Philipp Wolters

Head Foreign Capital Investing

With over two decades at major European institutions such as Goldman Sachs and Munich Re, Philipp specializes in cross-border investments and business development. He brings a global, technical approach, connecting international investors to opportunities in Brazil.

Matheus Carius

Wealth Planning

Partner and investment advisor at RCWM, Matheus combines experience as an advisor at Rio Capital with a legal background. Certified by ANBIMA (CEA), he offers independent financial advice focused on clients’ goals, with a sharp, analytical perspective.

Gustavo Lobo

Portfolio Analyst

Gustavo began his financial career in 2020 in the Research division, focusing on retail companies. His expertise includes fundamental analysis and investment strategy evaluation. Currently a Portfolio Analyst at RC Wealth Management, he leverages his knowledge to optimize portfolios, identify opportunities, and provide strategic insights that align with client objectives.

João Pedro Vasconcelos

Backoffice

João Pedro serves as Backoffice Analyst at RCWM, bringing a solid academic background in Industrial Engineering from Ibmec. With prior experience in operations and options pricing at a strategic consulting firm, João has deep expertise in risk analysis and derivatives markets. His analytical approach ensures operational efficiency and accuracy throughout our clients’ wealth management process.

Valentina Di Blasi

Credit Analyst

Valentina is our Credit Analyst, with prior experience at Fitch Ratings, one of the world’s leading credit rating agencies. Holding a degree in Economics from Ibmec, along with international academic experience, she provides a rigorous and global perspective on credit evaluation. Her expertise is essential for portfolio management, ensuring precise and secure asset assessment for RCWM clients.

Ana Cristina França

Head de M&A

With over three decades of experience, Ana Cristina leads our Mergers & Acquisitions (M&A) and Corporate Advisory department. Her distinguished career includes partnerships in consulting firms specializing in business and asset valuation, giving her unmatched technical expertise. With a background in Engineering and a Master’s in Economics from Ibmec, Ana combines strategic vision with technical precision to ensure the excellence and success of our clients’ corporate transactions.

RC Wealth Management is a Rio Capital Group brand.
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Offices

Ipanema - Rio de Janeiro

Rua Visconde de Pirajá, 595 – Room 1203
Phone: +55 (21) 3828-0169 

Email: contato@rcwm.com.br

Vila Olímpia - São Paulo

Rua Pequetita 145, Room 94 – Almar Building
Phone: +55 (11) 4550-3570 

Email: contato@rcwm.com.br

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