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Itaú Investment Services

The widest range of Investments Services solutions within reach.

learn about Itaú Group services

More than just a bank, a true partner for your initiatives.
  • Custody and Controllership

    Solutions for local funds and portfolios, ADRs, Euroclear, and Non-resident Investors.

  • Fiduciary Management

    One-stop shop for fiduciary management of investment funds.

  • Assets Registrar

    Electronic Registration and Bookkeeping.

  • Guarantee Controls

    Solutions to address different contract requirements.

who we are

With over 40 years’ capital markets experience, Itaú Investment Services has in place a staff of experts to provide guidance and solutions in the areas of Fund Custody and Controllership, Fiduciary Management, Registrar Services, and Guarantee Controls.

Our Latin-American presence provides an integrated experience that can meet all manner of capital market processing needs.

assets site

The assets site has been updated to provide a better browsing experience, with a new, modern and interactive menu.

digital general meeting

When you invest in a company, you become a part owner, and may have a right to play a role in its decisions. General Meetings are forums for the discussion of matters relevant to a company’s shareholders, including, for example, the election of Managers or Directors.

Digital General Meetings enable voting over the Internet.

Who may cast distance votes?

All shareholders may use distance voting, but the process varies in each case and depends on where the shares are kept in custody.

If you or your company have stockholdings on Itaú’s books, register now for the Digital General Meeting! If your shares are under the custody of a brokerage house, contact it to determine distance voting procedures.

If you have any questions, view the tutorial below, or contact our shareholder service.

digital Assembly tutorial

We prepared 4 explanatory tutorials with all the information:

service channels

Contact us:


Contact Center: 0800 728 0728 Ombudsman: 0800 570 0011

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