2024-03-06 12:42:38
Renova Invest achieved yet another important recognition: it was elected one of the best investment consultancies in the BTG Pactualthe largest investment bank in Latin America, for the 5th consecutive year.
The award, called BTG Best Performer, counts the results for the year 2023 and took place at the end of February in São Paulo, during the BTG Summit 24. This event is dedicated to BTG Pactual’s network of investment advisors, clients and partners.
Bruno Ismar, CEO of Renova Invest, reinforces the importance of a long-term vision to achieve results. “With this achievement, we have been among the best offices in Brazil for 5 years. This reflects our thinking in everything we do: we always strive for consistency over time,” he says.
During the awards night, Renova Invest also took home another award: this time, in the Estate Planning category.
This area aims to offer more protection and tax efficiency to assets through various strategies. If you want to delve deeper into this subject, read more regarding estate planning in this post.
“This is a market that is growing more and more in Brazil. Therefore, we are very proud to play a leading role in this important transformation, which brings much more financial and emotional comfort to clients”, says Luís Granito, head of Wealth Planning at Renova Invest.
How award-winning consultancy works
Differentiating yourself in such a competitive market is no simple task. That’s why, at Renova, we provide complete service to investors, going far beyond what traditional advice usually offers.
For example: imagine you want to buy a house or a car. We offer a meeting with experts dedicated to the topic to advise on the different possible financial solutions, such as financing, consortiums, among others.
This works for any other financial aspect of our clients’ lives. When he starts his career at Renova Invest, there is a deep diagnosis of his profile and needs. Then, for specific demands, the support areas connect and provide a more refined analysis for better decision making.
Do you want to understand more deeply what one of BTG Pactual’s best advisors does? See some of the main solutions offered by Renova:
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Brazil Investments
Access to investment products and services with exposure to Brazil offered by the BTG Pactual portfolio.
We also bring solutions designed for our customers. Among them are tailor-made structured operations in Variable Income and Fixed Income negotiations with exclusive rates.
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International Investments
There are several ways to access international markets and diversify dollar risk, in addition to seeking opportunities in the largest market in the world.
Therefore, we provide guidance on the best ways to access investments in the United States. In just a few steps it is possible to invest in some of the largest and most important companies in the world, in addition to having a debit card in dollars or euros.
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Offshore
Opening a company abroad can be simpler when the process is monitored by experts on the subject.
Our team helps you understand when this option really makes sense and has partnerships that make the process of opening and monitoring a PJ abroad even easier, bringing greater efficiency and peace of mind to the client.
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Alternative Products
The financial world is constantly changing. Therefore, to remain among the best investment offices it is important to be prepared to follow the main trends.
From Cryptocurrencies (which go far beyond Bitcoin) to Digital Fixed Income, our consultancy remains up to date with major movements in the global market and has a team prepared to answer the main questions and provide guidance.
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Credit for Individuals
Solutions designed to make the most varied dreams come true, such as buying a house, a car or other great achievements.
For each goal, there are countless paths. Home equity, consortium, credit with guaranteed investments are just some of them. Therefore, count on our comparisons between products and close monitoring from a professional on the subject.
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Solutions for Companies
It is not uncommon for investors to also own companies. That is why we have the structure and expertise to monitor the global financial situation in these cases.
We also have a wide variety of solutions to serve the corporate public, such as debt structuring, working capital resources, anticipation of receivables, payroll solutions and much more.
In general, we are able to offer more attractive rates than traditional financial institutions. If you want to know more regarding PJ solutions, contact our team.
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Estate Planning
A healthy financial life is protected once morest life’s unforeseen circumstances and seeks greater tax efficiency.
These are the pillars of the wealth planning we offer at Renova Invest. Among the available products are solutions such as life insurance, creation of holding companies and exclusive funds.
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Mastercard Black Credit Card
We also help you experience an even more complete financial experience with the modular benefits of the BTG Black Card.
See some of the advantages offered:
- Choose between direct cashback on your account (1% of spending on your invoice) or points program (2.2 points for every dollar spent);
- Access to Mastercard LoungeKey VIP Rooms around the world;
- Adjustable limit according to the volume invested;
- Special IOF of just 1.1% and installment payments for international purchases.
Count on one of BTG’s best advisors
The difference, however, is not just having a complete product shelf. What really differentiates investment advice is the service and the ability to advise on the best paths to achieve each objective.
Do you want to know, in practice, how an advisory service that has been awarded among the best at BTG Pactual works for 5 years in a row? Schedule a free meeting with one of our experts now.
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