Itaú Private Bank Zurich

November begins with important monetary policy decisions in Brazil and the USA, as well as jobs report, industrial production, and much more. Check out the full calendar and follow the main macroeconomic events of the month 👇

These amazing #itubers celebrate another year with Itaú Private Bank this October! Let's show some appreciation to our seven celebrants completing another year with us. Thank you for your valuable partnership, dedication, and hard work. We hope this year has been one of growth, success, and collaboration, and may more prosperous years come! #EmployeeAnniversary #Itau #Celebration

Our Zurich team came together for another inspiring Open Doors session. 🚪 Led by Fernando Beyruti, Global Head at Itaú Private Bank, Percy Moreira, CEO at Itaú USA and William Heuseler, Global Head of Wealth Planning, this session provided an opportunity for team members to share insights, discuss industry trends, and ask questions. These meetings build our strength and unity as a global bank—bridging expertise across borders so that we can better serve our clients. #ItaúZurich #OpenDoorsSession #GlobalBanking

In this month's Tech Trends, Niraj Patel, Chief Equities Strategist at Itaú Private Bank International, looks at how volatility is affecting our investments. He also discusses the expectations for the earnings reports of major companies, which are set to be released during the week of Halloween.   Find out more about:   •⁠ ⁠The latest updates from Meta and SpaceX;   •⁠ ⁠The drop in Tesla's stock after the RoboTaxi event;   •⁠ ⁠The race for electricity among big companies in the industry;   •⁠ ⁠Our expectations for Microsoft's earnings results. Stay tuned on our Tech Trends series, featuring the latest innovations in the industry every month.

The Global Innovation Index ranks the performance of 133 economies, highlighting their strengths and weaknesses to assess global leaders in innovation. This year's thematic focus was social entrepreneurship, looking at how new ventures are finding innovative solutions that directly address critical societal issues. When it comes to innovation, Switzerland is a key player globally, ranking 1st as the world's most innovative economy. This top spot highlights its strong performance across various indicators, including research and development (R&D), technology adoption, and scientific progress. Switzerland remains at the forefront of innovation, contributing especially in advanced technologies and health-related fields like genome sequencing. Discover tailored solutions and holistic banking in Switzerland with Itaú Private Bank.

In this month's Wealth Planning Insights, William Heuseler, Global Head of Wealth Planning, discusses the recently published Law 14,973, and the IRS's Normative Instructions 2,221 and 2,222. These rules regulate the new  Special Tax And Currency Exchange Regularization Regime, the RERCT-Geral, and the possibility of updating the acquisition cost of real estate. Learn more 👇

We are pleased to announce that, for the 15th time, we have been awarded by the Private Banker International as the Outstanding Private Bank Latin America! This year, we were also recognized as the Outstanding Digital Private Bank Latin America.   This award is a recognition of our tireless work in putting the client at the center of our strategy, offering personalized solutions according to their needs.   Thank you to our clients for their trust!

Last month, Switzerland's annual inflation rate slowed to 0.8%, its lowest level since 2021 and the first time it's fallen below 1% since then. Key areas of easing pressure include transport costs down 2.3%, household goods and services down 3.5%, and clothing prices down 1.3%, while healthcare costs remained steady with a 0.7% decrease. Make sure to follow our page here on LinkedIn for more industry insights.  #Switzerland #Inflation #Banking 

We had the pleasure of receiving fourteen Asset Management intermediaries for an energizing breakfast and conversation with CARLOS AUGUSTO SALAMONDE, the CEO of Itaú Asset Management.   This session was extremely insightful as Carlos shared knowledge on the macroeconomic trends in Brazil and Latin America while walking us through Itaú Asset Management's strategies and solutions for the international market.   Being a global bank with diverse segments, this meeting was a great opportunity and a reminder of how we are all one team, strengthening bonds and creating a seamless experience for our global clients.

At Itaú Private Bank, we understand the importance of staying ahead in an ever-evolving economic environment.   That's why we carefully curate and spotlight the most significant global economic events every month, providing you with essential insights to make informed decisions.   Follow our LinkedIn page to stay updated and keep a close eye on the latest economic trends.