Professional with 29 years of experience in investments, finance and risk management, in banks, assets and insurance companies. I have been leading multidisciplinary teams for 20 years in the financial services and products, pensions, insurance, wealth management and retail segments.Since 2012, I have combined legal consultancy with finance expertise, participating in company management, asset valuation (including alternative assets and special situations) and having led financial restructuring, private equity and M&A processes, with experience in all stages including funding and contracts.As an entrepreneur an investor, for 3 years, I managed a growing network of 70 franchised units.Since 2010, I have worked as a consultancy lawyer in the financial, business, corporate and contracts areas.In the academic field, I have always invested in the knowledge that must be put into practice to contribute to the development of people, helping the transformation processes that are so necessary for companies and society.The choices have built a path of achievements, guided by obtaining consistent results, seeking innovation and valuing people.
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Chief Wealth OfficerRegaiSão Paulo, Sp, Br
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DirectorL11 Consult Aug 2020 - PresentSao Paulo, Sao Paulo, BrasilWealth Manager for families and individuals. Investment Portfolio Manager. Financial planning for expanding companies and ALM demands for mature clients. Relationship and structuring of funding by the capital market. Extensive experience in Special Situations and Alternative Assets. Conducting M&A, Valuation and Due Diligence.
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Partner And InvestorKoh Feb 2023 - PresentMadridStartup that associates technology with the coffee value chain, focusing on relevant markets in Europe and the Americas.
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CeoSaborea Te Y Cafe May 2017 - Mar 2020São PauloOrganic formation of a network with 70 franchises in just 3 years.Directly responsible for the financial, commercial and communication strategies, working directly with investors, entrepreneurs and consumers. -
DirectorSaborea Te Y Cafe Jan 2011 - Dec 2016São Paulo, BrasilWealth Manager and Investment Portfolio Manager. Development and implementation of new businesses and companies, including financial structuring and management, risk analysis and fundraising, preparation of national and international legal instruments, tax planning, market positioning and team building.Legal and Tax Consulting.Negotiation with international companies and brands to develop and implement operations in Brazil and other Latin American countries.
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Board MemberPlanejar Associação Brasileira De Planejamento Financeiro 2011 - 2013São Paulo, BrasilI worked actively in defining practices and strategies for the expansion of financial planners and in maintaining the high standards of ethics and quality of professionals with CFP certification. -
Head Of SalesBanco Modal Mar 2006 - Oct 2010São Paulo Area, BrazilAssignment to structure, train and manage the Modal Asset Commercial Area, creating the Individuals, Fund of funds, Distributors and Institutional Customers segments. Development of the of client's support area and Private Funds. My performance had relevante impact on AuM's growth from R $ 90 million to R $ 1.5 billion and the quotaholders from 70 to 1,500. -
CioUnibanco Aug 2003 - Jun 2005São PauloWithin Private, I was responsible for structuring the first area to offer Wealth Management on a large scale in Brazil. In addition to formatting systems, processes, training and management, I performed the selection of the entire team of "Wealth Strategists". The team reached 30 professionals, located in several cities in Brazil. The results of customer satisfaction and resource management were achieved in 8 months. -
Investment ManagerUnibanco Aig Seguros E Previdência S.A. Jul 1998 - Aug 2002São Paulo Area, BrazilMember of the Investment Committee of the Unibanco AIG Group. Responsible for the management of fixed income and variable income assets of Unibanco AIG (R$ 1.5 billion). Evaluation and structuration of ALM, Project Finance and Private Equity operations. Development of Risk Management and Compliance. -
Investment AnalystPrever Seguros E Previdência Jan 1995 - Jul 1998São Paulo E Região, Brasil
Patricio Lobos Education Details
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Business Administration -
Comunicação E Práticas De Consumo -
Global Maganement -
Compliance And Corporate Integrity -
Transformação Digital -
Publicidade E Propaganda -
Retail Management -
Business Management -
Banking And Financial Support Services -
Business Administration, Management And Operations
Frequently Asked Questions about Patricio Lobos
What company does Patricio Lobos work for?
Patricio Lobos works for Regai
What is Patricio Lobos's role at the current company?
Patricio Lobos's current role is Chief Wealth Officer.
What schools did Patricio Lobos attend?
Patricio Lobos attended Stanford University, Espm Escola Superior De Propaganda E Marketing, Stanford University Graduate School Of Business, Pontifícia Universidade Católica De Minas Gerais, Universidade Presbiteriana Mackenzie, Universidade De São Paulo, Centro Universitário Senac, Pontifícia Universidade Católica De São Paulo, University Of Pennsylvania - The Wharton School, Fgv Eaesp - Escola De Administração De Empresas De São Paulo Da Fundação Getulio Vargas, Fgv Eaesp - Escola De Administração De Empresas De São Paulo Da Fundação Getulio Vargas, Fei - Faculdade De Engenharia Industrial, Esaoabsp, Esaoabsp, Esaoabsp.
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