At Bradesco Global Private Bank, the convergence of technology and human expertise defines its competitive position in wealth management. The bank embeds innovation directly into advisory workflows whilst preserving the trusted advisor relationship at the core of private banking, a philosophy that Leandro Karam, appointed Global Head in December 2025, has made central to his leadership mandate.
Karam’s path to the role is wholly internal. Joining Bradesco in 2002 in the budget and control division, he transitioned to private banking in 2004 and spent a decade within the investments team, rising to Chief Strategist. That institutional depth now informs his approach to integrating onshore and offshore operations into a coordinated model built for clients with increasingly cross-border wealth management needs.
The most visible expression of this strategy is the launch of a generative AI-powered relationship management solution, introduced as a controlled pilot with bankers, advisors and wealth planners. Embedded directly into the mobile CRM, the tool covers automatic briefing generation, meeting transcription, activity capture, and contextual insights — equipping relationship managers to deliver more personalised, data-driven service within a highly regulated environment.
The operational impact is measurable. Automation of meeting documentation and CRM updates has reduced manual workload and improved data consistency, freeing advisors for strategic client engagement and wealth planning. AI-driven insights sharpen the relevance of recommendations, whilst the strengthened global platform delivers a consistent experience across jurisdictions — yielding stronger client engagement, improved conversion rates, and greater scalability.
Looking ahead, Karam’s priorities include deepening international connectivity, expanding the global platform, and building engagement with next-generation clients. Technology remains an enabler; the enduring focus is on equipping bankers to act as true trusted advisors — professionals capable of helping clients build, protect, and diversify wealth through strategic, long-term partnerships.
