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Olavo Arthuzo

Research Analyst at UBS Asset Management Americas Inc.

Olavo Arthuzo is an Equity Research Analyst at UBS Group AG, specializing in coverage of Latin American financial institutions with a focus on major regional banks such as Banco BMG, BanBajío, and Banco Davivienda. He is noted for delivering objective and influential investment recommendations, including recent neutral ratings, and frequently engages with company management and investors through high-profile earnings calls. Arthuzo has developed a strong reputation for thorough sector analysis and is regularly referenced in the financial media and corporate coverage lists. His professional background is rooted in equity research, bringing extensive experience in banking and Latin American markets to his role at UBS.

Olavo Arthuzo's questions to XP (XP) leadership

Question · Q1 2025

Olavo Arthuzo Duarte of UBS Group AG asked for a breakdown of the newly disclosed total assets, specifically the amount from fund services (AUA). He also requested more detail on the growth strategy, penetration, and revenue contribution of XP's consortium product.

Answer

CEO Thiago Maffra specified that fund services (AUA) account for BRL 248 billion of the total assets, emphasizing its strategic role in the client ecosystem over its direct yield. Regarding the consortium product, he described it as a fast-growing structured credit solution, with revenue recognized on a recurring basis. He projected it would generate over BRL 100 million in revenue for the year and become a significant future revenue stream.

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Olavo Arthuzo's questions to BANCO SANTANDER CHILE (BSAC) leadership

Question · Q1 2024

Olavo Arthuzo of UBS inquired about the expected recovery path for the bank's main business units—Retail, CIB, and Middle Market—and asked which segment would be the most significant contributor to the anticipated ROE rebound.

Answer

CFO Emiliano Muratore responded that Q1 faced a tough comparison to the prior year and was impacted by regulatory effects like interchange fees. He expressed confidence in achieving high single-digit growth across all segments, driven by favorable macroeconomic conditions such as improved employment and GDP growth, which will benefit both consumer and corporate lending.

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