The Team - Sartus Capital

Listen, Learn
and Share

Exceptional results can only come from being attuned to the needs of you and your family. We take the time to listen. We build a privileged partnership together.

What is Your
Legacy?

Let us help you define and implement your goals for the future. We create the tools and a unique environment through which you can realize your vision.

We Open
Doors

Innovation and creativity drive successful investing today. We seek out new horizons and provide access to unique global opportunities that deliver remarkable returns.

Who we are

Sartus Capital is a global investment office managing assets for private individuals, families, foundations and other institutions. Our experienced team of executives works in partnership with our clients to plan and deliver personalized financial goals. Founded in 2016, we have grown our business and service offering to offer global solutions that meet the needs of our increasingly international clientele, with strategic partnerships in Latin America, the US, Europe, the Gulf and Asia. After a management buy-out in 2021, we maintain a privileged affiliation with Nasdaq-listed XP Inc., a global investment house headquartered in Brazil. Our ever-expanding network of custodian banks, finance professionals and fund managers allows us to offer bespoke solutions and unique investment opportunities to our clients. We are entrepreneurs at the service of entrepreneurs.

Learn more about XP Private

The services

Our goal is to consistently offer our clients innovative services to protect and grow their wealth in all its many facets. Sartus Capital provides access to best-in-class investment products based on our own in-house capabilities and on an open and independent architecture platform. To bolster our ideas flow, we supplement our proprietary market research with access to a multitude of different analysts and research portals of major financial institutions, including UBS, Goldman Sachs, Lombard Odier and XP’s Global Asset Allocation Committee. These form the base for our holistic and independent investment process. Sartus Capital provides discretionary and advisory portfolio and asset management services, asset consolidation and reporting, private investment opportunities, B2B partnerships, wealth planning, philanthropic advisory services, impact investing, merchant banking and debt issuance, and family office services. Through our international network and partners, Sartus teams up with expert service providers for all types of client needs, to ensure specialists are addressing each specific challenge to the benefit of our clients.

• Portfolio and Asset Management

Managing assets today requires agility, innovation and a constant re-assessment of assumptions and risks. Sartus manages assets under both discretionary and advisory mandates. We work with our clients to define their investment horizon, their risk profile and their targeted investment criteria. This allows us to provide a bespoke and tailor-made investment service for our clients. Our approach encompasses asset allocation decisions, tactical trading, currency and other hedging overlays, individual investment selection, and constant risk monitoring and control. We regularly update our clients and work with them to deliver long-term investment performance and support. We also partner with best-in-class portfolio managers and invite them to joint venture with us to access prime opportunities -- specifically areas of investment where there are either high barriers to entry or certain niche products that allow the clients privileged access to unique investments. This includes specific thematic investment opportunities, for example in areas of the new economy such as mobile payments, robotics, and sustainable energy. It also encompasses accessing closed funds and alternative strategies that are not normally available to individual investors. Our management takes the lead in upholding our stringent compliance and risk oversight requirements.

• Asset Consolidation and Reporting

Wealth naturally generates a diverse array of assets in different jurisdictions, all of which need to be accounted for and efficiently deployed. Whether it is stocks or art, planes or real estate, or any other assets, our consolidation and reporting services allow clients to view their portfolio across several different custodian banks and beyond. Our clients can easily and securely access their portfolios online or on a mobile device, with the ability to provide user-friendly tailor-made reporting to suit individual needs. We provide cost, risk and benchmark control monitoring, and ensure investments and charges are correctly reflected and booked with the various custodian banks. Transparency and precise consolidation of holdings are invaluable tools for families to plan and develop their distinct strategies to optimize wealth generation. Sartus is there to help each step of the way.

• Private Investment Opportunities

Many great deals are not available in the public markets. Through our global network and partner multi-family offices, we have constant access to pre-IPO deals, direct private equity, direct lending, and property investments. We assist clients in accessing these deals and can facilitate the origination of suitable co-investment opportunities with like-minded investors. We also offer access to a range of leading private equity fund managers to diversify portfolio risks and boost returns.

• B2B Partnerships

Clients are increasingly sophisticated and they expect independent advice that generates meaningful returns. This has created a growing demand for specialty investment firms and agents around the globe who partner with Sartus to provide the scale, access and investment prowess to meet their clients’ needs. This fruitful collaboration is illustrated with the “agente autonomos” in Brazil who work hand-in-hand with Sartus to offer expertly-managed portfolios custodied at a wide-range of leading banks. Our B2B partnerships deliver bespoke investment services together with those who know their clients best.

• Wealth Planning

For today’s increasingly global families and investors, wealth planning is vital. We have the knowledge and experience to help clients plan and navigate through succession issues, redistribution of wealth and cross-jurisdictional challenges. Through our global network, our team can also leverage a range of independent third-party providers in all relevant fields, including tax and estate planning, trusts and foundations, and legal and corporate services.

• Philanthropic Advisory and Impact Investing

What will be your legacy? Sartus works with a network of specialists to assist clients in planning, evaluating and completing philanthropic projects. In the sphere of impact investments, we recognize that ESG investing must not be another marketing label: it is a new way to look at portfolio construction from a sustainability perspective. The precise investment strategies being followed must measure up, must operate by the ideals they espouse, and must deliver meaningful performance for the investor and the wider community. We collaborate with independent third-party experts and fund managers to assist clients in designing portfolios that support values that are in line with the client’s unique vision.

• Merchant Banking and Debt Issuance

Entrepreneurs need dynamic and discrete M&A and capital market services. Through our experienced team and international partners, we can assist clients with merchant banking activities and provide debt issuance services, allowing clients to tap new international sources of financing and investment.

• Family Office Services

Luxury in all its different forms is something to be earned and appreciated. We bring our privileged access to events, travel, property and staff management, art management and family accounting for our clients to enjoy.

The team

Through our experienced team of executives, Sartus Capital provides access to best in class asset management services. Based on an open and independent architecture and access to diverse service providers, we are able to cater for all types of client needs. In addition to our own market research, we have access to a multitude of different analysts and research portals of all major financial institutions which form part of our holistic and independent investment process.

Sven Blake

CEO and Partner

Sven began his career in Canada’s diplomatic service, with postings in Sao Paulo and Geneva (WTO), and a two-year appointment as Senior Policy Advisor to Canada’s Minister for International Trade. In 2001, he joined Banque Lombard Odier & Cie in Geneva as a banker focused on high net worth clients and family offices in Latin America, the Middle East and Switzerland. Active in portfolio management, he built up a book of over USD 2 billion and sat on different strategic committees within the Bank’s private client unit. He is a Certified International Investment Analyst and holds an Honours BA in International Relations from the University of Toronto, and a graduate diploma in European studies from IEHEI in Nice, France. Sven speaks English, French, Portuguese, Spanish and Swedish. He joined Sartus Capital in 2017.

Stéphane Barthassat

Partner

Stéphane has over 25 years’ experience in the financial markets. He studied administration in HES Genève and literature in Toronto. He began his career as a trainee with Banque Hentsch & Cie in 1993 and then spent two years as a trader with Barclay’s Bank, Geneva. He subsequently joined Unibanco as a relationship manager in their private banking office in Geneva and then was recruited by the Credit Suisse group as a senior relationship manager specialized in the Brazilian market. He moved to Banque Lombard Odier & Cie in 2006, focused on high-net worth private clients in Brazil, Portugal and Switzerland. Stéphane joined Sartus Capital in 2017.

Alain Reymond

Head of Investments

Alain has over 20 years’ experience in the financial markets. He studied administration at HES Lausanne, while playing professional hockey in the Major SHL. He started his financial career at Royal Bank of Canada. There, he focused on equity, derivatives and Latam bonds trading as well as advisory services. In 2005, he earned his Trading License for the TSX. From 2014 to 2019, he worked for Syz Bank, trading multi assets for the Private Bank and for the Oysters Hedge Fund. At Sartus Capital, he heads up our investment team, responsible for portfolio management, advisory services, trading ideas and fund selection process. He speaks French, Portuguese, English, German and Spanish.

Andre Gomes

Senior Portfolio Manager

André has more than 14 years of experience in the banking industry. He began his career at Bank Lombard Odier & Co Ltd. where he became head of the mandatory corporate actions department and then joined the Bank’s centralized management and advisory team, where he managed accounts for UK, Swiss, Portuguese, Spanish and Italian clients. During this period, he helped set up innovative tax-efficient model portfolios for UK clients. In 2019, he joined Sartus Capital as Senior Portfolio Manager where he is responsible for discretionary and advisory account management and fund selection. He is fluent in Portuguese, French and English.

Bernardo Fernandes

Portfolio Manager

Bernardo graduated in business administration and has an International MSc in Finance from the Católica-Lisbon School of Business and Economics with a Double Degree in Management at ESCP Europe. He also has a Wealth Management Certificate from Nova School of Business and Economics. He started his career in Financial Markets as an Asset Manager at BPI Suisse in 2015, where he was also a member of the Private Banking Investment Committee. Currently, Bernardo is a Portfolio Manager at Sartus Capital, working on advisory and discretionary portfolios, and bespoke allocation strategies. He is fluent in both English and Portuguese.

Paula Gregorio

Senior Operations and Risk Officer

Paula has more than 17 years of experience in financial services. She started her career in 2003 in debt capital markets in Lisbon. Before joining Sartus Capital, she worked for 6 years with an independent asset manager based in Geneva, focused on Portuguese clients, as the team leader for trading, execution and project management. At Sartus, she is senior operations specialist and risk officer. Paula has a degree in Economics from the Nova School of Business and Economics, Portugal and an Executive Master in Management and Banking from Católica Lisbon School of Business and Economics. She speaks fluent English and Portuguese.

Margarida Rato

Head of Compliance

Margarida has been working at Sartus Capital since 2018. She completed the CAS Compliance in Financial Services from the University of Geneva in 2019, has a degree in law from the faculty of law of the University of Lisbon and was admitted to the Portuguese Bar Association. Previously, Margarida worked in Lisbon as a lawyer for an independent law firm, later at KPMG, and in 2005, she moved to Switzerland where she joined, as Head of Compliance, an Independent Asset Manager belonging to Portuguese group BPI (now group Caixabank). Margarida is fluent in Portuguese, French, English and Spanish.

Claudia Trane

Sandra Montes

Ondina Mendes

Cristina Dinis

Executive Assistants

Independent
External Advisors

Otacilio Soares da Silva

Chair of Advisory Board

Otacilio has over 30 years of experience in financial markets, having started his career as a broker in Brazil in the 1980’s. This was followed by Banco CCF, where he developed their Corporate and Investment Banking, and became a Private Banking Director. After the Bank’s acquisition by HSBC in 2000, he focused his career in Private Banking, both onshore and offshore, moving to HSBC Private Banking’s headquarters in Geneva. He transferred to the Family Office business in 2013. In 2017, he joined Sartus Capital and today serves as Chair of the Advisory Board. Otacilio graduated in Economics at Pontifícia Universidade Católica de Minas Gerais and has an MBA in Finance from Fundação Getúlio Vargas, Brazil. He speaks Portuguese, English and French.

Pedro Nunes

Member of Advisory Board

Pedro is a Private Equity lawyer with an extensive international career. In addition to his law degrees, he holds a MSc in Management from London School of Economics and a Private Equity Certificate from London Business School. He started his career as a Legal Advisor for the United Nations in New York. He then practiced law at PLMJ in Lisbon, Portugal. After working in Brazil, where he is also a registered lawyer, Pedro relocated to London to work for Santander Asset Management and Silicon Valley Bank. In 2012, Pedro founded Intercapital Ventures in London, an investment spin-off of one of the largest family offices in Portugal. He serves as a Board Member and senior advisor for some of the portfolio companies in Israel, England and Portugal. Pedro also served as research fellow at the Coller Institute of Venture of Tel Aviv University. He is fluent in Portuguese, English and Spanish.

Patrick Parker

Advisor

Patrick is a seasoned entrepreneur and investor with a Business Administration and Marketing degree from the University of California. He has successfully built and sold businesses, and understands the challenges of growing and preserving family wealth in complex environments. After moving to Portugal, he started a new career as an independent investment advisor and developed a strategic partnership with Sartus to advise UHNW clients with international investments and financing needs. He is fluent in Portuguese and English.

Lucas Silva de Sousa

Senior Operations and Finance Consultant

Lucas has a bachelor degree in Business Administration from Insper, Brazil. Prior to working at Sartus, he developed the offshore finance area of XP Investimentos for five years, focusing on leveraging business efficiencies in the US and Europe. After moving to work in Geneva and then Lisbon, Lucas is today engaged as our principal operations and finance consultant. He is fluent in Portuguese and English.