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Expat Financial Advisor in Brazil
Since 2002, Simmons Consulting has been a trusted independent financial advisor in Brazil, providing expatriates across South America with expert wealth management, portfolio management, and international investment advice. We specialise in helping global professionals and families navigate the complexities of cross-border finance—offering tailored strategies in investment planning, retirement planning, family office solutions, and inheritance structuring.
If you’ve built financial value over the years—whether you're still working, transitioning, or retired—now is the time to work with an experienced wealth manager in Brazil who understands your international needs.
As an independent investment advisor, we help you:
Maximise long-term returns
Build resilient, globally diversified portfolios
Protect and structure your wealth across jurisdictions
Plan confidently for retirement and legacy
Our approach is transparent, cost-effective, and client-focused, ensuring you always remain in control of your financial future.
Liquidity & Transparency Matter in Portfolio Management
As a professional portfolio manager in Brazil, we believe accessibility is just as important as performance. Locked-in investments can be restrictive and costly. Early withdrawals often result in penalties and lost value—making liquidity a key pillar of intelligent financial planning.
Fortunately, better alternatives exist.
100% of our clients' platform portfolios are fully accessible within ten days.
Why Accessibility Matters for International Investors
The COVID-19 crisis demonstrated how quickly global conditions can change. In uncertain times, having immediate access to your wealth is not a luxury—it’s essential. As an experienced international investment advisor, we ensure your financial structure is built for both growth and flexibility.
Looking for a Trusted Expat Financial Advisor in Brazil? If you want to get more from your investments with personal, independent advice tailored to your goals.
Schedule a Consultation TodayOur Wealth Management & Investment Services
As a leading independent financial advisor in Brazil, we provide a comprehensive range of services:
Banking and Investment
Let’s keep it simple - Low cost banking and custody platform to hold your investments.
Retirement Planning
Retirement may seem a long way off, but it’s never too soon to begin saving. Let us talk you through the available options.
College Funding
College gets more expensive every year. We can help you plan and save for your children’s future.
Estate & Succession Planning
A well-organised will and estate is one of the most thoughtful gifts you can leave your family.
Smart Borrowing Solutions
Sometimes your usual places you might call on to borrow can be impractical, expensive or just too difficult. We offer a simple solution.
Protection for You & Your Family
Protecting your family and your business against the unexpected.
Don’t want to feel anonymous, part of a mass client base, don’t want your broker to change every few years or less then we should talk. We have clients from our time in the UK going back over 40 years and others from the beginning of our time in Brazil.
With years of experience in the financial industry, we have had the privilege of building lasting relationships with many clients. At the core of every adviser-client relationship lies a fundamental truth—when a client seeks the guidance of a broker or adviser, they are ultimately searching for trust. They want expert, honest advice that not only enhances their investment returns but also provides strategic solutions to protect and grow their wealth. For the adviser, the goal is to cultivate a long-term, mutually beneficial partnership—one that fosters business growth while working with serious, like-minded individuals who value strategic financial guidance. At its best, this relationship is a symbiotic one, built on trust, shared goals, and a commitment to financial success.
Simmons Consulting is proud to be a trusted independent financial advisor, supporting expatriates with expert wealth management, portfolio management and international investment advice.
Testimonials
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I have been working with Chris Simmons since 2008, while I was assigned in Brazil, he was well referred by high-level business contacts. Since then, Chris has been my financial advisor, and working with him has been a breath of fresh air. He is knowledgeable, up to date on global economic and market driving behaviors, and always approachable to provide his educated advice. Chris manages my portfolio since then while I continue moving internationally, showing genuine interest in its performance. I am confident in his abilities and feel secure knowing my investments are in good hands. Thank you, Chris.
Juan Salazar - Fleet Manager - Houston, TX, US -
Chris had taught me immensely about the importance of having a well balanced portfolio. Also, the importance of staying calm and considered in moments of market uncertainty. He is extremely well read, and all his investment suggestions are clearly thought through. I am extremely happy with his investment advice, which is also personal and very efficient. I would recommend and have recommended his service to others.
James Slattery - Owner, Property & Construction Consultancy, throughout Latam & The Caribbean -
I have had the privilege of working with Simmons Consulting for over a decade and have found their bespoke services to be exemplary. A high level of professionalism and expertise, providing thoughtful, tailored investment strategies. Communication is consistently clear, and their proactive approach to market insights instills confidence. I highly recommend their services to anyone seeking a reliable and knowledgeable investment partner.
Erik Fois - (Hotelier) General Manager Latam & Caribbean