FREQUENTLY ASKED QUESTIONS
We have outlined below the most common questions from our clients.
You may share similar considerations — and we would
be pleased to assist further should additional questions arise.
No.
Logus operates fully independently, without commercial ties to banks, brokers or asset managers that could influence its recommendations.
Our model has been deliberately structured to eliminate common conflicts found in the financial industry, ensuring that each decision is taken solely in the client’s interest.
Our remuneration is transparent and aligned with the client.
We do not receive commissions, rebates or distribution incentives. This removes bias and ensures that our recommendations remain independent.
This structure also contributes to greater cost efficiency and improved net outcomes over time.
It means that no external incentives influence decisions.
We do not offer proprietary products, operate under commercial targets or maintain agreements that direct recommendations. This allows us to act as a true filter of the market — assessing, selecting and structuring solutions with independence and responsibility.
Logus acts as the central point of financial decision-making, assuming the role of a long-term wealth partner.
We coordinate, structure and oversee all relevant decisions related to the client’s wealth — integrating information, filtering the market and ensuring that each decision is made with clarity and discipline.
Our role extends beyond recommendation.
We act as an extension of the client’s decision-making capacity — bringing structure, analysis and consistency to the process, supporting decisions aligned with long-term objectives.
Logus serves as the primary interface between the client and the financial system, acting as a dedicated wealth partner.
We coordinate relationships with banks, managers and institutions, assess proposals, monitor investments and organise decisions on an ongoing basis.
The client moves away from fragmented, commercially driven interactions towards a structured and coherent decision-making process.
Logus combines discipline with proximity in its client relationships.
We hold structured periodic reviews, supported by proprietary reports and analysis, ensuring consistent oversight of the client’s wealth. At the same time, we maintain close day-to-day contact, enabled by a deliberately selective client base per partner.
In periods of market volatility, we act proactively — anticipating developments and guiding decisions.
More than frequency, what defines the relationship is presence at the right moments.
Assets remain at all times in the client’s name, under custody with leading financial institutions in Brazil or abroad.
Logus does not provide custody nor directly control client assets. Our role is to structure, oversee and advise — ensuring transparency and security across the entire framework.
Execution is carried out by the financial institutions where assets are held, always in the client’s name.
Logus structures decisions, coordinates execution and oversees implementation, ensuring alignment with the agreed strategy.
This separation between decision-making, execution and custody enhances transparency, control and security.
The choice of jurisdiction and financial institution is part of our decision-making process.
We assess the client’s profile, objectives and strategy to define the most appropriate structure, considering efficiency, execution quality and costs. This decision precedes portfolio construction and has a direct impact on long-term outcomes.
Our approach is supported by practical experience across global markets, allowing us to identify structural differences that may not be immediately evident to the investor.
The model is designed to mitigate operational risks in a consistent manner.
Assets remain under custody with independent institutions and in the client’s name, ensuring a clear separation between management and custody.
Logus operates with structured processes, continuous monitoring and transparency, ensuring control, visibility and protection of the client’s wealth.
Yes.
Logus Capital is registered as an Investment Advisory firm with the Brazilian Securities and Exchange Commission (CVM), operating in full compliance with applicable regulations.
We act with independence and transparency within a supervised and disciplined regulatory framework.
Investment decisions follow a structured process that begins with a comprehensive view of the client’s wealth, moves through appropriate structuring, market filtering and portfolio construction, and is maintained through continuous monitoring.
Rather than reacting to isolated opportunities, we prioritise consistency and coherence over time.
No.
We do not operate with predefined product lists. Investments are selected and structured independently, based on technical criteria and the specific context of each client.
Yes.
A global approach is intrinsic to the Logus model. It is built on direct experience across leading financial centres, including investment banking in London and private banking at the highest level in Zurich.
We understand how different markets operate — their structures, cost dynamics, execution frameworks and relative advantages.
Logus is designed for investors seeking a more structured, independent and aligned approach to wealth management, and who value the presence of a dedicated wealth partner in guiding key decisions.
Typically, these are clients who have already accumulated significant wealth and seek greater clarity, control and quality in financial decision-making.
When the objective is purely transactional execution or a product-driven relationship.
Our model is better suited for those who value structure, ongoing engagement and long-term decision-making.
No — in most cases, it is more efficient from the outset.
Logus combines independent decision-making with institutional access in Brazil and internationally. Clients benefit from more favourable cost structures, execution conditions and access compared to traditional relationships.
We also ensure full transparency regarding economic benefits — such as rebates and commercial terms — which are typically retained within the system, ensuring these advantages are passed on the client.
This has a direct impact on net efficiency over time.
The relationship begins with a structured process of understanding the client and building the connection with their dedicated wealth partner.
We assess wealth, objectives and context to determine how Logus can contribute effectively.
From there, we structure the engagement in a gradual and coordinated manner — encompassing wealth organisation, structuring and portfolio construction — always respecting the client’s priorities and timing.
