Manchester Investments

What Manchester Investments does

Manchester Investimentos (legal name Manchester Assessores de Investimentos LTDA, CNPJ 09.196.317/0001-10) is an independent Brazilian investment advisory firm founded in 1966 and headquartered in Joinville, Brazil. The firm operates as one of the largest credentialed offices affiliated with XP Investimentos — Brazil's largest brokerage — since formalizing the partnership in 2007, and is the only office to participate in XP's G20 (the top 20 XP-affiliated offices). The firm is registered with the CVM under Resolução CVM 178/23 and is LGPD-compliant. Distribution and execution are powered entirely by the XP Investimentos digital platform (web and mobile); Manchester itself owns no proprietary trading technology and instead layers advisory services on top of XP's infrastructure.

The firm's product suite is organized around tiered wealth advisory across five client segments — Digital (≤R$100k), Exclusive (R$100k–300k), Signature (R$300k–3M), Unique (R$3M–10M), and Private (>R$10M) — anchored on Wealth Planning, investment curation (fixed income, funds, pension), Corporate treasury and investment banking services, a Multi Family Office module delivered via partner Prinz Capital, an Offshore product line structuring investments through US and European entities, and an equity/derivatives desk served by Wisir Research. Assets under custody are reported in billions of reais, with thousands of active clients across more than 15 Brazilian cities (Belo Horizonte, Blumenau, Chapecó, Criciúma, Curitiba, Florianópolis, Franca, Guarulhos, Itajaí, Jaraguá do Sul, Joinville, Presidente Prudente, Rio de Janeiro, Santos, São Bento do Sul, São Paulo).

The go-to-market is sales-led and relationship-driven, relying on a network of 100+ senior investment advisors who do not carry sales targets. Marketing support is provided through educational content (blog, weekly newsletter, Instagram, Facebook, LinkedIn, YouTube) for top-of-funnel awareness, while bottom-of-funnel conversion is driven by direct advisor outreach to HNW individuals and corporate treasury teams. Revenue is generated through advisory fees and commissions on financial products distributed through the XP platform; the firm is privately held, family/management-owned, and does not have venture or institutional backing.

Name

Manchester Investments

Legal name

Manchester Assessores de Investimentos LTDA

Website

https://manchesterinvest.com.br

Company type

Private

Founded year

1966

Operating status

Operating

Headcount range

101–250 employees

Short description

Manchester Investimentos is a Brazilian independent investment advisory firm, founded in 1966 and operating since 2007 as one of the largest XP Investimentos-credentialed offices. It serves high-net-worth individuals and corporate clients across 15+ Brazilian cities via 100+ senior advisors, offering tiered wealth management, corporate treasury, multi-family office, and offshore investment services.

Ownership category

akta.pro rank

Product category

Wealth Management and Investment Advisory

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

akta.pro secondary industries

Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO), Capital Raising Advisory (Debt/Equity/Private Capital) (BPAHADAG)

Keywords

• Investment advisory services
• Wealth management solutions
• Private banking advisory
• Corporate treasury services
• Multi family office

Headquarters

HQ city

Joinville

HQ country

Brazil

HQ region

Latin America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Advisory Fees: The firm operates as an independent investment advisor affiliated with XP Investimentos, earning commissions on financial products distributed to clients including funds, fixed income, equities, real estate funds, private pensions, and structured products.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

Manchester Investimentos is an independent, XP-credentialed investment advisory boutique that distributes and curates financial products (fixed income, funds, equities, derivatives, private pensions, real estate funds, offshore structures, and corporate treasury/investment banking solutions) for high-net-worth individuals and corporate clients. Services are delivered through 100+ senior advisors in more than 100 Brazilian cities and executed on the XP Investimentos platform, organized into tiered segments from Digital (up to R$100k) to Private (R$10M+).

Product overview

Manchester Investimentos operates as a financial advisory boutique offering a unified platform of investment services across multiple segments. The core offerings include Wealth Planning for wealth preservation and legacy perpetuation, Investimentos for access to global banks and asset managers, and Corporate services for business solutions. The service is organized in tiers: Signature (R$ 300k-3M), Digital (up to R$ 100k), Unique (R$ 3M-10M), and Private (above R$ 10M). Premium modules include Multi Family Office (via Prinz Capital) for sophisticated succession planning, Offshore for international investment structures, and Ações e Derivativos (via Wisir Research) for equity and derivatives trading. The company leverages the XP Investimentos platform for execution while providing advisory overlay across all products.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Planning Strategies to preserve wealth and perpetuate legacy, focusing on governance, tax efficiency, and financial education for high-net-worth clients.
• Investimentos (Investments) Investment advisory with access to major banks, asset managers, and global boutiques; curation and monitoring of fixed income, funds, and pension portfolios for retail and affluent clients.
• Private Premium investment advisory tier for clients with assets above R$10 million, offering personalized wealth management solutions.
• Corporate (Empresas) Corporate solutions including cash management, credit, foreign exchange, and investment banking services, with access to capital markets for fundraising and proprietary FIDCs (credit receivables funds).
• Multi Family Office Professional wealth management in Brazil and abroad, portfolio consolidation, and tax and succession advisory for sophisticated structures, delivered via partner firm Prinz Capital.
• Offshore Global investment structuring through US and European entities, including international card services, FX, and international wealth advisory with access to world markets.
• Ações e Derivativos (Equities and Derivatives) Customized equity and derivatives solutions with exclusive brokers and proprietary research house Wisir Research, specialized desk for stocks, FIIs, derivatives, and recommended portfolios.
• Calculadora de Investimentos (Investment Calculator) Interactive tool for projecting investment returns over time based on initial value, monthly contributions, time period, and annual return rate.

Named customers1 record

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• XP InvestimentoscoreChannel Partner/ Reseller/ Distributor · 1 January 2007Strategic partnership since 2007 where Manchester became credentialed to distribute XP Investimentos products. Manchester operates as one of the largest XP-credentialed offices and is the only office to participate in the G20 (top 20 XP offices in Brazil). The partnership provides access to XP's digital platform and extensive product catalog.

Scale indicators3 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• XP Investimentos: Brazil's largest independent broker and Manchester's parent platform. While Manchester is a credentialed office of XP rather than a true competitor, XP's wealth management arm and proprietary advisor network compete for the same HNW and corporate clients across Brazil.
• BTG Pactual Digital: The digital wealth and advisory arm of BTG Pactual, Latin America's largest investment bank. It competes with Manchester for HNW clients across Brazil with a vertically integrated platform spanning advisory, brokerage, asset management, and investment banking.
• Genial Investimentos: Mid-sized Brazilian broker and wealth manager offering brokerage, advisory, funds, and investment banking services. Competes with Manchester in the HNW advisory space across multiple Brazilian cities.

Emerging players

• Warren: Brazilian digital wealth platform offering managed portfolios, fixed-income products, and direct advisory to retail and mass-affluent investors. It overlaps with Manchester's Digital/Exclusive tiers and represents the digital-native model that pressures traditional advisory boutiques.
• Avenue Securities: Cross-border investment platform giving Brazilian investors access to US markets. Overlaps with Manchester's Offshore offering (US/Europe structure) for international wealth advisory and FX services.

Direct peers

• Órama: Independent Brazilian investment platform providing brokerage, advisory, funds, and research to retail and HNW clients. It is one of the larger independent XP-credentialed-style platforms competing for similar wealth advisory relationships across Brazil.
• Vinci Partners: Brazilian alternative investment and wealth management firm offering private credit, equities, infrastructure, and multi-family office services. Comparable to Manchester at the Private (R$10M+) tier and Multi Family Office offering via Prinz Capital.
• Rico Investimentos: Brazilian retail and HNW investment platform (now part of XP Inc.) offering brokerage, advisory, and research. Comparable to Manchester on product breadth and tiered client model, particularly in the Signature/Digital segments.
• Modal Mais: Brazilian digital investment platform offering brokerage, advisory, fixed income, and funds to retail and HNW clients. Comparable mid-tier independent wealth platform competing with Manchester on price, technology, and advisor-led advisory.

Regional players

• Necton Investimentos: Smaller Brazilian broker and wealth advisory firm serving retail and corporate clients, primarily in southern Brazil. Comparable in scope to Manchester's regional advisor-network model, though at meaningfully smaller AUM scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UCo-WMS33EmBElTJ-yiotBxQ
• Facebookfacebook.com/manchesterinvest
• LinkedInlinkedin.com/company/manchesterinvest
• Instagraminstagram.com/manchesterinvest

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Manchester Investments