The Valhio Group at Morgan Stanley

Henrique, a founding partner of the Valhio Group, Executive Director and International Financial Advisor at Morgan Stanley focuses on, however not limited, within middle and southeast Brazil.

Since 2003 he prides himself in providing excellent client service based on his in-depth knowledge of his clients’ financial needs. He is a seasoned veteran in Private Banking and International Wealth Management, assisting in building portfolios across a wide range of asset classes, including equities, fixed income, alternatives and multi-asset class strategies. Henrique creates customized client solutions that meet their unique investment objectives and strives to deliver the highest quality service while proving global investment advice, trading and execution as well as portfolio allocation strategies to his distinguished set of clients.

Henrique earned his Bachelor’s degree in Business Administration at IESB – Instituto de Educacao Superior de Brasilia and his MBA in Capital Markets from Fundacao Getulio Vargas. In addition to his CFP^® designation, Henrique holds an International Personal Bank license and series 7 and Series 66 licenses. He is also fluent in English and Portuguese.

Thiago, a founding partner of the Valhio Group, Senior Vice President and International Financial Advisor at Morgan Stanley, has extensive experience serving ultra-high net-worth individuals and families. He offers a wide range of financial and advisory services, as well as monitoring and rebalancing asset allocation within portfolios in response to market conditions, as well as investment planning experience to provide clients with tailored solutions based on their risk tolerance. Furthermore, he provides sophisticated financial solutions, such as lending services and advice on the use of trusts and estate planning strategies to help maximize income, growth, and tax advantages for long-term investors.

Thiago carries 17 years of experience in the Global Financial Markets. He launched his career in 2006, as a trainee at Safra Group in Brazil, the largest family-owned private banking firm in Latin America and Europe, early in his first year of college. Managing the Bank's proprietary and institutional offshore investment portfolio operations around the world provided him with the necessary foundation for developing a thorough understanding of financial complexities. In 2010, he graduated with honors in Economic Science from the Universidade Presbitariana Mackenzie in Sao Paulo, Brazil. In the same year, he accepted a position at Safra National Bank of New York, a boutique private banking and wealth management firm, where he managed a diverse portfolio of Ultra High-net-worth and Institutional clients providing advice and execution across asset classes.

Thiago moved to Morgan Stanley in 2020, joining The Bravo Group. He is a multi-cultural fit, a Brazilian-American fluent in Portuguese, Spanish, and English. Today, Thiago lives in New York City, with his German Pinscher, Cersei. An exercise enthusiast, Thiago enjoys running by the Hudson River, cooking for family and friends, and traveling the world to exotic destinations

Disclaimers:
Asset Allocation and Rebalancing do not protect against a loss in declining financial markets. There may be a potential tax implication with a rebalancing strategy. Investors should consult with their tax advisor before implementing such a strategy.

Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third‐party corporate trustee.