BTG Pactual

BTG Pactual is a Brazilian financial company that operates in the markets of investment banking, wealth management, and asset management. It offers advisory services in mergers and acquisitions, wealth planning, loans, and financings, as well as investment solutions and market analyses. 

The company’s global presence, based on a dominant fully-fledged Latin America Investment Bank, Global Asset and Wealth Management platform, enables it to provide a comprehensive range of financial services to a global client base that includes corporations, institutional investors, governments and high net worth individuals. 

It's the biggest investment bank in Latin America and the Caribbean. Also the 5th biggest bank in Brazil. In 2019, BTG Pactual has already been recognized with more than 10 awards, including "Best Private Bank in Brazil" by the magazine World Finance, "Best Private Bank in Latin America" by Global Finance, and "Best Private Banking Services Overall" by the Euromoney.

1983: Banco BTG Pactual SA is a Brazilian financial company headquartered in São Paulo, Brazil. It was established as Pactual DTVM, a small Securities Dealer, by the founders André Jacurski, Luiz Cezar Fernandes, and Paulo Guedes.

1986: The following years were important for the bank, such as this, the asset management and investment bank areas were created.

1989: The company began its operations as a Bank and opening of an office in São Paulo.

1990: It began its Wealth Management activities.

1998: The company underwent an organizational change that resulted in the replacement of the former executive officers by a team led by André Esteves, Eduardo Plass, Marcelo Serfaty and Gilberto Sayão.

2000: The bank opened Pactual Asset Management S.A. DTVM and an office in the Cayman Islands.

2003: The expansion continued with more offices in Brazil, in the cities of Belo Horizonte and Recife.

2006: UBS acquired Banco Pactual, creating UBS Pactual.

2008: BTG is founded by a group of former partners of the former Pactual and former executives of UBS.

2009: BTG acquired UBS Pactual, creating BTG Pactual.

2011: the company acquired 51.00% of Banco PanAmericano shares.

2013: The bank, through its subsidiary BTG Pactual Timberland Investments Group LLC, acquired forest asset management contracts from Regions Timberland Group, a division of Regions Bank, the acquisition expanding its investment in forest assets.

2014: The company acquired BSI, a private bank based in Switzerland.

2017: BTG Pactual bought shares of companies such as Anheuser-Busch InBev, Fibria Celulose, Gerdau, Staples and Telefónica Brasil.

“Our mission is to serve our clients in a competitive, innovative and transparent manner. We put our clients at the heart of everything we do.”

“As entrepreneurs, we put ourselves in our client's place and understand their challenges as if they were our own. This makes us act with autonomy and agility in a relationship without bureaucracy and hierarchy: on equal terms.”