Latin America’s best private bank for digital 2023: BTG Pactual

BTG Pactual is a clear leader in using digital investment to drive service innovation, client satisfaction and private banking performance. It has always been a leading private bank in Brazil (and, latterly, throughout Latin America as well), but its embrace of digitalization has enabled it to pivot its full-service investment platform to a much wider audience than its traditional wealth-management clientele.

BTG Pactual is a clear leader in using digital investment to drive service innovation, client satisfaction and private banking performance. It has always been a leading private bank in Brazil (and, latterly, throughout Latin America as well), but its embrace of digitalization has enabled it to pivot its full-service investment platform to a much wider audience than its traditional wealth-management clientele.

However, while BTG has been successful in migrating its digital offering into the mass-affluent segment, the bank has fiercely retained its private-banking ethos for the segment that continues to drive higher assets under management as the bank continues to win market share in its home market of Brazil and beyond.

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