BTG Pactual has landed the top spot in Institutional
Investors All-Brazil Sales Team, a yearly ranking of the
best sales groups serving investors in Brazil equities.
The team dethroned Itau BBA, which had previously held the
top spot for two years in a row but fell to fourth place in
this years survey.
We try to consider every single client as a client
with potential to grow, Thiago Faganello, who works on
BTGs equity sales team, said by phone. We realize
that in the future, some of our smaller clients could
Approximately 392 buy-side analysts and money managers at
248 institutions, which manage an estimated $115 billion in
Brazil equities, voted in the 2017 survey.
The firms were ranked on the following criteria: best at
providing special services, best understanding of client needs
and customized service, knowledge and effective communication
of research product, most proactive in facilitating/integrating
access to analysts, quality of idea generation, quality of
relationship, quality of service intensity and responsiveness,
and best global context for Brazil portfolios.
To have the best service, you have to have a good
product, Faganello said, referring to BTGs
consistently high ranking in Institutional Investors
All-Brazil Research Team.
The runner-up to BTG Pactual was Bradesco BBI, which jumped
six spots to rank second in this years survey. Credit
Suisse also moved up the list, climbing one rung to third. J.P.
Morgan rounded out the top five.