2026
Best Performer
BTG Pactual
Top 6 in Private Investment.
Private Investment Advisory
Strengthening your Wealth.
We place the client at the center of every financial strategy, with expertise, curation, and personalized service that honors each investor's unique story.
About us
Private investment
with purpose and
legacy.
We are a Private investment advisory firm that believes in the value of each investor's achievements and legacy. We place the client at the center of every financial strategy, ensuring the sustainable and secure growth of their wealth.
We understand that investment success goes hand in hand with experience and dedication, which is why we deliver personalized service that deeply understands each investor's profile, making them an active voice in our strategic decisions.
- Personalized service tailored to each investor's profile and goals
- Strategies focused on sustainable wealth preservation and growth
- Partnership with Latin America's largest investment bank
The platform
We operate through the BTG Pactual platform
Latin America's largest investment bank and the 3rd largest private bank in Brazil.
Net Income
R$ 4.8 bn
+42.3% YoY
Adjusted ROAE
26.6%
Q1 2026
WuM · under management
R$ 1.28 tn
+28% YoY
Source: BTG Pactual, Q1 2026 results.
Learn about BTGRecognition
Awards & Distinctions
2025
Best Performer
BTG Pactual
Top 7 in Private Investment.
2024
Best Performer
BTG Pactual
Top 8 in Private Investment.
Financial solutions
Products & Services
Investments
Fixed Income
Profitability with security.
Government and corporate securities (CDBs, LCIs, LCAs, debentures and others) selected to preserve capital and provide predictability, with maturities and indexes aligned to your horizon.
Equities
Stocks, options and REITs.
Stocks, BDRs, options, futures and real estate funds for those seeking long-term appreciation potential, with strategy and monitoring suited to your risk profile.
Investment Funds
Curated fund selection.
Curated access to BTG Pactual platform funds (fixed income, multimarket, equities and exclusive), selected according to your profile and objectives.
Foreign Exchange
International transfers.
International transfers and foreign exchange operations with the structure and security of BTG Pactual, for those with wealth, investments or commitments abroad.
Pension Plans
Long-term planning.
PGBL and VGBL plans focused on long-term accumulation and succession planning, with tax efficiency and portability between institutions.
Wealth Protection & Health
Life, wealth and health insurance.
Life insurance, health plans and wealth protection structures integrated into your strategy, to safeguard your family and the wealth you have built.
Alternatives & Distressed
Private equity, structured operations.
Private equity, real estate funds, structured operations and distressed-asset opportunities, with sophisticated diversification intended for qualified investors.
Corporate Solutions
Financial management for companies.
A complete financial structure for your company: cash management, investments, credit and foreign exchange, with the same dedicated curation offered to individuals.
Banking
Digital Checking Account
No maintenance fees.
A complete, fee-free digital checking account integrated with your investment structure and the advisory team's dedicated service.
Credit & Consortiums
Structured credit and scheduled purchases.
Structured credit backed by your investments, plus consortiums for scheduled asset purchases, offering planning and liquidity without unwinding your positions.
Ultra Blue Card
The most complete private card.
Go further with up to 3.5 points per dollar spent or up to 1.7% cashback on all your credit purchases, a dedicated concierge to support planning your trips, events and celebrations, unlimited access to LoungeKey VIP lounges, and much more.
Non-Resident Account (CNR)
A Brazilian account while abroad.
A Brazilian account for Brazilians and foreigners residing abroad, keeping investments and transactions in the country with dedicated support.
Our team
Professionals who build trust
Alan Fornazier
Ancord
Investment Advisor
Alcir Arantes Jr.
Ancord · CFP® · CGA · CGE
Investment Advisor
Antônio Pontes
Ancord
CFO / Strategist
Carolina Bohnert
Ancord
Investment Advisor
Cassiana Garcia
Ancord · CFP®
Founding Partner & Investment Advisor
Cristian Prestes
Ancord
Investment Advisor
Erika Chianca
Ancord
Investment Advisor
Fábio Bassi
Ancord
Investment Advisor
Gabriel Lago
Ancord · CFP®
Founding Partner & Investment Advisor
Grazzielle Feilstrecker
Ancord
Investment Advisor
Karina Reis
Ancord · CFP®
Investment Advisor
Nicole Malka
Ancord · PQO
Product Specialist
Nilda Silva
Ancord · CFP®
Investment Advisor
Paulo Naressi
OAB
COO / Legal
Taisa Prieto
Ancord
Investment Advisor
Social media
Our Media
The care and security your achievements deserve,
in the hands of those who understand best
Let's talk
Get a review of your Portfolio
Message sent ✓
Thank you for reaching out. An advisor will be in touch shortly.
