AboutMagrinelli
We rethought investment advisory from scratch. We combine BTG Pactual infrastructure with elite human advisors to create something the traditional market never could.
A Origem da Magrinelli
A Magrinelli não nasceu de um indivíduo.
Nasceu de um legado.
Um legado construído por gerações que acreditavam que ética, disciplina e responsabilidade não são virtudes opcionais — são a base de qualquer obra que pretende durar.
A história da marca começa com famílias imigrantes que chegaram ao Brasil trazendo pouco mais do que uma ética de trabalho inabalável. Sem capital, sem privilégios, mas com um princípio simples e poderoso: fazer o certo, mesmo quando ninguém está olhando.
Esse espírito atravessou décadas, moldando uma cultura de rigor, prudência e foco absoluto no essencial.
O sobrenome Magrinelli, de origem italiana, carrega a ideia de “magro”, “enxuto”, “essencial”.
O que poderia ser interpretado como fragilidade tornou-se um símbolo de força.
Para a Magrinelli
- “O essencial” não é o mínimo — é o que importa.
- É o que permanece quando todo excesso é removido.
- É o que sustenta decisões éticas, seguras e de alto desempenho.
- É o que diferencia empresas que apenas existem daquelas que deixam marca.
A cultura Magrinelli nasce desse princípio.
A empresa carrega esse DNA em cada processo, cada decisão e cada solução de AAI que entrega.
Os três pilares que sustentam tudo que fazemos
Ética como Fundamento
A marca existe para elevar padrões, não para contorná-los. Integridade é o núcleo da identidade Magrinelli.
Segurança como Estrutura
A empresa opera com a convicção de que confiança é construída, não declarada. Segurança é arquitetura, governança e responsabilidade.
Desempenho como Consequência
A Magrinelli não busca velocidade — busca precisão. E quando a precisão é perfeita, o desempenho é inevitável.
The meaning of Magrinelli
A family story and a life philosophy, born and consolidated in the metropolis of Sao Paulo.
Financial solidity does not come from opulence, but from the absence of waste.
The Essential Lesson
The surname Magrinelli, of Italian origin, evokes the idea of "lean, slender" or "focused on the essential". This characteristic, which could be seen as weakness, was transformed into a principle of strength by the Magrinelli family.
The Philosophy of "Lean"
At home, the teaching was clear: financial solidity does not come from opulence, but from the absence of waste.
"Lean" in expenses
Eliminate unnecessary expenses and focus on what truly matters for wealth building.
"Slender" in allocation
Capital directed with surgical precision, without excesses and without resource dispersion.
"Precise" in choices
Every decision made with clarity of purpose and focus on long-term results.
It was this discipline that allowed the family to withstand several economic crises.
The Choice of the Name as Commitment
When Carlos, after years at major banks, decided to create his own advisory firm, he realized that the same mentality applied to the global investment market.
Carlos Guilherme Magrinelli Montanher chose his own surname to name the company for a profound reason:to transform it into a non-negotiable commitment to the client.
Essential Transparency
Eliminate excess so the client understands exactly where and why they are investing.
Antifragile Management
Focus on solidity and global diversification - the "lean" structure is faster and more resilient to adapt to market changes.
Family Legacy
The name is the guarantee that the advisory operates with the same responsibility and long-term focus that the family used to build its own success.
Magrinelli Investment Advisory is, therefore, the personification of a family lesson:
lasting success is not measured by the amount of money accumulated, but by the quality, discipline, and purpose of each investment.
The philosophy thattranscends
We are not just different from traditional advisories. We are living proof that they are obsolete.
Singular Advisory
Brutal efficiency where there is bureaucracy, elegant simplicity where there is unnecessary complexity. We redefine what an investment advisory can deliver.
Anticipatory Intelligence
We don't react to the market like everyone else. We model probable futures. We anticipate needs before you need to verbalize them.
Radical Alignment
A single transparent fee on total assets. Bonuses only if we surpass challenging benchmarks. Your success is literally our success.
The four pillars
Each element was obsessively designed to deliver what traditional advisories promise, with an efficiency that makes them instantly obsolete.
BTG Pactual Technology and Custody
Institutional infrastructure from Latin America's largest investment bank. BTG Pactual custody with banking-grade security and cutting-edge technology to elevate advisory quality and reduce response time.
Elite Advisors
The Strategist conducts your "Life Thesis" - the philosophy that unites wealth and purpose. The Capital Concierge executes in the physical world. Two masters orchestrating the symphony of your wealth.
Privacy Fortress
Absolute discretion is not a differentiator, it is the foundation. We built an impenetrable vault where your success echoes, but your financial life remains in total silence.
Unprecedented Efficiency
Where traditional advisories employ armies, we have singular algorithms. Where they sell complexity, we deliver simplicity as the ultimate luxury.
Therevolutionary journey
From audacious vision to transforming the investment advisory market
The Foundation
The vision to revolutionize investment advisory through the convergence of institutional infrastructure and elite human expertise is born. Hired by Genial DTVM as a strategic partner.
Operational Consolidation
Development of processes and platforms capable of streamlining all client service and elevating the standard of service in real time.
Magrinelli
Expansion of operations through hiring by EQI Investimentos, consolidating institutional access to the best products in the global market, integrating BTG Pactual's cutting-edge technology.
The first and onlytruly independent brokerage in Brazil
We are advisors contracted by EQI Investimentos, the only independent brokerage in Brazil. A singular position in the Brazilian market, strengthened by having BTG Pactual as a strategic partner, that allows us to defend only one interest: the client's.
Since its founding, EQI has grown an average of 40% per year, a pace that consolidated the platform as an absolute reference in investment advisory in Brazil.
Since founding, consistently
No ties to any banking conglomerate
Pioneering spirit that redefined the market
Real Independence
There are no sales targets. Every recommendation is independent and born exclusively from what is best for the client.
Consistent Growth
An average of 40% annual growth since founding, built on reputation, results and long-term relationships.
BTG Pactual as Partner
EQI has BTG Pactual as its strategic partner. Custody, technology and institutional access from the largest investment bank in Latin America, combined with the total independence of the advisory.
"While the traditional market defends the house, we defend the client. This difference is the essence of independence."
Infrastructure and Credentials
Institutional infrastructure and regulatory compliance of excellence
EQI Investimentos
Institutional infrastructure and access to the best products in the global market
CVM Regulation
Full compliance with regulatory bodies and best compliance practices
BTG Pactual Technology
BTG Pactual platform and custody for analysis and management with institutional-grade standards
Global Network
Access to exclusive opportunities in the main international markets
Mission, Vision andValues
Mission
Give time back to the world's protagonists. Transform financial complexity into elegant simplicity through the perfect convergence of BTG Pactual institutional infrastructure and elite human expertise.
Vision
To be recognized as the absolute gold standard in investment advisory for singular individuals, making all traditional models instantly obsolete.
Values
Obsessive efficiency. Radical alignment of interests. Privacy as a non-negotiable foundation. The absolute belief that the greatest sophistication is the total absence of effort for the client.
You are not looking fora traditional advisory.You are discovering what comes next.
Let's start a relationship today.