Our Business

Your Future, Your Needs, Your Objectives

WEALTH PLANNING

ADVICE ON PLANNING YOUR WEALTH

BTA can provide a broader-based analysis on your wealth. Financial assets, real estate, business and family parameters must be organized in such a way that they are aligned with your individual investment strategy.

BTA offer you the capabilities to manage your assets reducing its complexity.

PORTFOLIO MANDATES

ADVISORY MANDATES

If you prefer to manage your assets yourself, BTA can offer independent analysis, advise and implementation across all asset classes.

DISCRETIONARY MANDATES

You can delegate the management of your assets to a dedicated team that offers the expertise and experience to manage your assets according to your expectations and objectives.
BTA investment team tries to adapt its investment model portfolio to each client objectives.

EXECUTION ONLY

Dedicate more to the institutional clientele, BTA leverages its relations with market counterparties to execute your market orders.

Manage your assets in the aim of generating long-term performance.

CORPORATE ADVISORY

Both as financial professionals and entrepreneurs BTA can advise you in a wide range of corporate finance area.