The past year tested discretionary portfolio management (DPM) in ways that rewarded conviction and penalised drift. In Brazil, interest rates stayed exceptionally high while the government’s fiscal discipline remained under pressure. Globally, US tariff policy introduced peak levels of uncertainty. BTG Pactual’s DPM platform navigated both environments with a process built on scenario discipline – and the results reflected this.
The platform now manages more than $30 billion in discretionary assets, expanded through the 2025 integrations of Julius Baer’s Brazilian family office business and JGP Wealth Management.
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