The Work Index by Flexa

Turim

Turim is a leading independent wealth management firm in Brazil, specializing in multi-family office services.

https://www.turimbr.com/
4.9

/10

Transparency ranking

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Description

Turim is a Brazilian financial services company specializing in wealth management for families and institutions. They are pioneers in the multi-family office model in Brazil, offering a comprehensive range of services including global asset management, wealth planning, and impact investing. They prioritize independence, impartiality, and transparency in their operations, ensuring that they act solely in the best interests of their clients.

Beyond financial services, Turim is deeply committed to sustainability and social responsibility. They have achieved B Corp certification, demonstrating their commitment to ethical and sustainable business practices. They also actively engage in corporate volunteering through the Turim CARES program and support various social and environmental projects in Brazil. Turim's focus on building relationships beyond just portfolios, coupled with their commitment to social impact, sets them apart in the financial services industry.

Mission

Turim, a 100% independent wealth management firm, is dedicated to managing the assets of families and institutions with excellence, guided by a commitment to independence, impartiality, and transparency. With a global vision, they create innovative solutions that go beyond financial management, aiming to preserve their clients' wealth and perpetuate their legacies across generations.

Environmental impact driven
Social impact led
Sustainability

Culture

Turim fosters a culture focused on independence, transparency, and long-term client relationships. They emphasize a global perspective, prioritizing client needs and fostering a collaborative environment through their affiliation with the Wigmore Association. Turim encourages innovation and seeks to create a positive impact on the world through their commitment to sustainability, social responsibility, and impact investing.

People-first
Progressive
Supportive
Transparent

DE&I

Turim demonstrates a commitment to diversity, equity, and inclusion by actively engaging with social projects and supporting initiatives that foster social inclusion and empower individuals from diverse backgrounds. They are proud signatories of the Principles for Responsible Investment (PRI), a global standard for responsible investing, and have earned a Certified B Corporation status, demonstrating a commitment to transparency and responsible governance that prioritizes the well-being of all stakeholders.

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