XP Investments services institutional clients from around the globe with their equities, fixed income, and derivatives business needs in international markets. It also has a private wealth management team that strives at planning and structuring each client’s investment portfolio in a personalized, open architecture model. XP takes into consideration not only its clients’ return objectives and risk tolerance but also their life cycle, current situation, and needs for adjustments.
XP Investments offers institutional investors in the United States: