Privatam appoints veteran banker as Sales Director for LATAM expansion plans.

Published on August 27, 2021

Monaco-based wealthtech firm Privatam has appointed Jose Carlos Reis as its Sales Director for the Latin American market to consolidate its presence in the South American region.

Prior to joining Privatam, Jose Carlos Reis worked at BB Securities Asia (Banco do Brasil group) in Singapore as Executive Director, Head of Institutional Sales and held various positions at Banco BPI, Portugal, leading institutional sales teams, structuring investment solutions, trading derivatives, Latam fixed income and equities.

Jose Carlos has an extensive track record in the finance industry, with over eighteen years of experience advising institutional investors in Asia, Europe and Latin America.
He is a CFA Charter holder, holds an Executive MBA from INSEAD and a B.Sc. in Applied Mathematics from the University of Coimbra.

Jose Carlos said on his appointment,

 

“It is with great joy that I join Privatam in Monaco to leverage the business in Latin America. A state-of-the-art technological platform combined with strong partnerships provide unique investment solutions for wealth managers in a simple, flexible, and efficient way.
It is a privilege to be back in Europe and to work with such an experienced, diverse, and agile team. I look forward to contributing to Privatam’s growth and success in the years to come.”

Thomas Schmidlin, Head of Investment Solutions said,

“Jose Carlos will help us to support our position as a leading independent Structured Products provider and further expand our business in the LATAM region.
We are very happy to be able to hire such an impressive profile and we are looking forward to a great and fruitful collaboration with Jose Carlos”.