Wealth Management
Global planning and management of your assets, combined with investment solutions selected by a specialized team, to help you achieve your goals.
About Us
Our team of specialists from the US combines careful analysis of your financial goals with a portfolio of global investments best suited to your investor profile. We offer close and active management, with excellence in every detail.
Expertise and Excellence
Global structure and senior team with sound market knowledge.
Global Opportunities
Team dedicated to analyzing and recommending investment opportunities around the world.
Diverse Platform
Access to a broad range of financial products and services.
Efficient Risk Management
Robust monitoring and analysis processes for each client’s portfolio.
Services
Learn more about the exclusive Wealth Management services offered by BTG Pactual and identify the ones most suitable for you.
Execution
Our platform offers order executions in several asset classes, as per your needs, profile, and goals. 
Market Research
Make informed investment decisions based on our comprehensive research reports and real-time market analysis.* 
Educational Resources and Analytics
Unlock your investment potential with our educational resources and analytics, designed to answer titles and sharpen your skills. 
Access to Relationship Manager
Get the benefit of direct access to your dedicated Relationship Manager, who will provide you with personalized guidance and support to help you with your financial goals.
*Access subject to eligibility.
Where Are We?
BTG Pactual and its affiliates have offices in the main economic hubs of Latin America, the US, and Europe. Check out our addresses and contact details below.
New York
601 Lexington Avenue, 57th Floor, New York - NY - 10022
+1 212 293 4600
Miami
200 S. Biscayne Blvd, Southeast Financial Center, 55th floor Miami, FL 33131
+1 786 792 5440
FAQ
It is a wealth planning and asset management service aimed at protecting and enhancing clients´ investments in accordance with their financial goals. The service is offered to high-income and/or high-net-worth clients.
Wealth Management clients receive recommendations to manage and potentially increase their wealth, taking into account their level of risk tolerance and financial goals. Our service is highly customized and gives clients access to sophisticated investment solutions without having to worry about managing their positions on their own.
The Wealth Management service at BTG Pactual US Capital is aimed at clients who fit the profile of "accredited investors" - individuals with +USD1mn in assets (ex-their main residence) or annual income above USD200k for the last two years.
Wealth Management clients have access to the most varied types of global investments. Via our team of Wealth Management specialists, our clients - depending on their profile and risk appetite -, can obtain investment solutions in Fixed Income, Equities, Alternative Investments, Options, Futures, Commodities, and Others.
We use the custody and settlement services of Pershing LLC.
Our US offices are located in New York and Miami. Banco BTG Pactual S.A. also has local Wealth Management teams in Brazil, Spain, England, Portugal, Chile, Colombia and Peru.