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Learn about BTG Pactual

The pursuit of excellence, entrepreneurial spirit, constant drive for improvement, and sustainable growth are part of our DNA.

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BTG Pactual’s purpose is to support your life journey and help you build your story.

We believe the true measure of success is our clients’ satisfaction and our team’s dedication. That’s why we pursue financial results while promoting positive social and environmental impacts — a vision reflected in the ongoing integration of ESG criteria in asset management and in our dialogue with investors and entrepreneurs committed to social innovation.

With resilience in the face of changing economic scenarios and the challenges of the markets we serve, we continuously evolve and have become the largest investment bank in Latin America.

Thanks to our entrepreneurial spirit and meritocratic partnership model, we achieve excellence.

Our culture is centered on a meritocratic partnership that combines agility, client focus, excellence, autonomy, and long-term vision. We believe that ownership and entrepreneurial mindset drive the pursuit of innovative solutions backed by rigorous risk analysis. We take our clients’ perspective to better understand their challenges, which allows us to operate without bureaucracy or hierarchy.

This mindset strengthened BTG Pactual’s position as one of the most innovative institutions in the industry, recognized and awarded by various organizations and in local and international rankings.

Exceeding expectations is what drives us. We exist to go beyond what’s possible.

Our core values include integrity, responsibility, simplicity, nonconformity, and dedication; always with a focus on sustainability and ESG best practices. This is how we serve as agents of transformation, working every day with the planet, society, and our clients in mind.

Our History

  • 1983

    Pactual is founded as a Securities Distributor in Rio de Janeiro.

    1989

    Start of operations as a Bank and opening of an office in São Paulo.

    1990

    Start of Wealth Management activities.

    2000

    Creation of Pactual Asset Management.

    2002

    Start of regional expansion in Brazil: new offices in Belo Horizonte (MG) and Recife (PE).

    2006

    UBS acquires Banco Pactual, creating UBS Pactual.

    2008

    BTG is founded by a group of former partners from the old Pactual and former UBS executives.

    2009

    BTG acquires UBS Pactual, creating BTG Pactual. Opening of office in the United States.

    2010

    Capital increase of US$ 1.8 billion by international investors.

    2011

    Acquisition of a controlling stake in Banco PAN for R$ 450 million.

    2012

    IPO: R$ 3.2 billion capital increase.

    2013

    BTG Pactual Insurance and Reinsurance begins operations in Brazil.

    2014

    International expansion through the acquisition of BSI, a private bank based in Switzerland.

    2017

    Migration of BBTG11 listed units to BPAC11 and BBTG12.

    2019

    Secondary offering of R$ 2.5 billion by the Holding Co. and listing on B3’s Level II.

    2020

    R$ 2.6 billion follow-on, accelerating growth of the Digital Retail Unit while maintaining strong capital metrics.

    2021

    BTG Pactual completes the purchase of Banco PAN.

    2022

    BTG Pactual surpasses R$ 1 trillion in client assets under management and administration.

    2023

    Acquisition of FIS Privatbank, in Luxembourg.

    2024

    Acquisition of brokerage Órama and official launch of the Luxembourg office.

    2025

    Acquisition of Julius Baer and JGP Wealth Management.

Awards and Recognition

With over 40 years of history, we are widely recognized for excellence as the largest investment bank in Latin America. We have received awards from various magazines and organizations in different categories and regions.

See all our awards here
Institutional Investor award

Best Research, Corporate Access, Sales, and Trading Team

Best Research, Corporate Access, Sales, and Trading Team

Institutional Investor

Latin America – 2021, 2022, 2023, and 2024

Global Finance award

Best Bank for Small and Medium Enterprises

Best Bank for Small and Medium Enterprises

Global Finance

Brazil, Latin America, and Global – 2023, 2024, and 2025

Global Finance award

Best Private Bank

Best Private Bank

Global Finance

Brazil and Latin America – 2018, 2019, 2020, 2021, 2022, 2023, 2024, and 2025

Global Finance award

Best Bank for Sustainable Finance, Sustainable Communities, and Sustainable Finance in Emerging Markets

Best Bank for Sustainable Finance, Sustainable Communities, and Sustainable Finance in Emerging Markets

Global Finance

Latin America – 2022, 2023, 2024, and 2025

Global Presence

In addition to Brazil, BTG Pactual has offices in key financial centers across Latin America, including Chile, Colombia, Mexico, Argentina, and Peru. We also operate in the United States and key European markets, including the United Kingdom, Portugal, Spain, and Luxembourg, reinforcing our position as a strategic business hub.