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Felipe Dexheimer
Portfolio Manager-Equities at Julius Baer Family Office Brasil Gestão de Patrimônio Ltda
Profile
Felipe Dexheimer is currently the Head of Portfolio Management at Julius Baer Family Office Brasil Gestão de Patrimônio Ltda.
He previously worked as a Fund Analyst at Unibanco Asset Management - Banco de Investimento SA from 2004 to 2006.
From 2019 to 2020, he was the Head of Asset Allocation at XP Gestão de Recursos Ltda.
Felipe also served as a Partner & Portfolio Manager at Bawm Gestão de Recusos Ltda.
from 2006 to 2013.
From 2012 to 2019, he held the position of Partner & Portfolio Manager at GPS Planejamento Financeiro Ltda.
Additionally, Felipe worked as the Head of Asset Allocation at XP Allocation Asset Management Ltda.
from 2020 to 2023.
Felipe Dexheimer active positions
Companies | Position | Start |
---|---|---|
Julius Baer Family Office Brasil Gestão de Patrimônio Ltda
![]() Julius Baer Family Office Brasil Gestão de Patrimônio Ltda Investment ManagersFinance Part of Julius Bär Gruppe AG, Julius Baer Family Office Brasil Gestão de Patrimônio Ltda is a Brazilian company that provides investment advice. The company is based in São Paulo, Brazil. The company was founded in 2010. Fernando Vallada has been the CEO of the company since 2019. | Portfolio Manager-Equities | 2023-01-31 |
Former positions of Felipe Dexheimer
Companies | Position | End |
---|---|---|
XP Allocation Asset Management Ltda.
![]() XP Allocation Asset Management Ltda. Investment ManagersFinance Part of XP, Inc., XP Allocation Asset Management Ltda. The company is based in São Paulo, Brazil. is a Brazilian company that has a relationship with investors com Investidores. The company was founded in 2020 by Danilo Gabriel. Bruno Castro has been the CEO of the company since 2020. | Head-Equity Investments | 2023-01-31 |
XP Gestão de Recursos Ltda.
![]() XP Gestão de Recursos Ltda. Investment ManagersFinance XP Gestão de Recursos Ltda. (XP) is the asset management subsidiary of XP Holding Investimentos SA, ultimately held by XP, Inc. (NASDAQ: XP) in Brazil. The firm was founded in 2006 by Guilherme Benchimol. Headquartered in Rio de Janeiro, XP manages a range of funds for individuals, financial institutions, businesses, family offices and institutional investors. | Head-Equity Investments | 2020-11-30 |
GPS Planejamento Financeiro Ltda.
![]() GPS Planejamento Financeiro Ltda. Investment ManagersFinance Part of Julius Bär Gruppe AG, GPS Planejamento Financeiro Ltda. The company is based in São Paulo, Brazil. is a Brazilian company that provides investment advice. The company was founded in 1999 by Marco Antonio Belda de Dios Fernandes. | Portfolio Manager-Equities | 2019-07-31 |
Bawm Gestão de Recusos Ltda. | Portfolio Manager-Equities | 2012-12-31 |
Unibanco Asset Management - Banco de Investimento SA | Analyst-Equity | 2006-02-28 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 6 |
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XP Allocation Asset Management Ltda.
![]() XP Allocation Asset Management Ltda. Investment ManagersFinance Part of XP, Inc., XP Allocation Asset Management Ltda. The company is based in São Paulo, Brazil. is a Brazilian company that has a relationship with investors com Investidores. The company was founded in 2020 by Danilo Gabriel. Bruno Castro has been the CEO of the company since 2020. | Finance |
XP Gestão de Recursos Ltda.
![]() XP Gestão de Recursos Ltda. Investment ManagersFinance XP Gestão de Recursos Ltda. (XP) is the asset management subsidiary of XP Holding Investimentos SA, ultimately held by XP, Inc. (NASDAQ: XP) in Brazil. The firm was founded in 2006 by Guilherme Benchimol. Headquartered in Rio de Janeiro, XP manages a range of funds for individuals, financial institutions, businesses, family offices and institutional investors. | Finance |
GPS Planejamento Financeiro Ltda.
![]() GPS Planejamento Financeiro Ltda. Investment ManagersFinance Part of Julius Bär Gruppe AG, GPS Planejamento Financeiro Ltda. The company is based in São Paulo, Brazil. is a Brazilian company that provides investment advice. The company was founded in 1999 by Marco Antonio Belda de Dios Fernandes. | Finance |
Unibanco Asset Management - Banco de Investimento SA | Finance |
Bawm Gestão de Recusos Ltda. | |
Julius Baer Family Office Brasil Gestão de Patrimônio Ltda
![]() Julius Baer Family Office Brasil Gestão de Patrimônio Ltda Investment ManagersFinance Part of Julius Bär Gruppe AG, Julius Baer Family Office Brasil Gestão de Patrimônio Ltda is a Brazilian company that provides investment advice. The company is based in São Paulo, Brazil. The company was founded in 2010. Fernando Vallada has been the CEO of the company since 2019. | Finance |
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