Stories of Excellence
Two trajectories that come together to offer the best of the Brazilian financial market: EQI's innovation and BTG Pactual's solidity
The History of EQI Investimentos
From an educational blog to the first advisory firm to obtain a brokerage license in Brazil
The Origin: A Dream of Democratization
EQI was born from the dream of democratizing access to quality investments in Brazil. Founded by Juliano Custodio, a blogger who created the portal "Eu Quero Investir" in 2003, the company started as an educational initiative and transformed into one of the most innovative brokerages in the country.
The Beginning: "Eu Quero Investir" Blog
Juliano Custodio creates the blog "Eu Quero Investir" with the goal of educating Brazilians about investments and personal finance. The blog's success planted the seed of what would become EQI.
Official Foundation in Santa Catarina
The company is officially born as Indice Investimentos in Balneario Camboriu, Santa Catarina. It begins operations as an autonomous investment agents office, focused on personalized service.
Launch of the EuQueroInvestir Portal
The EQI brand consolidates with the launch of the EuQueroInvestir portal, maintaining the commitment to financial education and investment democratization. The portal quickly becomes a national reference.
First Milestone: R$ 100 Million
Just two years after transforming the blog into a company, EQI reaches the mark of R$ 100 million under custody, validating the business model and client trust.
Expansion and Leadership
After incorporating Clamber Investimentos and AKF Investimentos offices, EQI becomes the largest autonomous agents office at XP Investimentos, consolidating its position in the national market.
Strategic Partnership with BTG Pactual
Historic milestone: with R$ 9 billion in client resources, EQI closes a strategic partnership with BTG Pactual, the largest investment bank in Latin America, opening doors to new premium products and services.
Historic Achievement: First Advisory to Become a Brokerage
EQI makes history by becoming the first investment advisory firm in Brazil to obtain a license to operate as an independent brokerage, receiving authorization from CVM and B3 to operate directly on the stock exchange.
Leadership and Continuous Growth
EQI consolidates itself as one of the main brokerages in Brazil, with impressive numbers that reflect investor confidence.
The History of BTG Pactual
Over 40 years building the largest investment bank in Latin America
Global Leadership, Brazilian Roots
BTG Pactual is the result of more than four decades of excellence, innovation, and commitment to results. From Rio de Janeiro to the world, the institution built a legacy of financial solidity and unmatched expertise in the Latin American market.
The Foundation: Pactual DTVM
The Pactual DTVM is born in Rio de Janeiro, founded by Luiz Cezar Fernandes, Paulo Guedes and Andre Jakurski. The securities distributor planted the seeds of what would become a financial empire.
Transformation into a Bank
The distributor evolves into a bank, opening its first office in Sao Paulo. The strategic move marked the beginning of national expansion and institutional strengthening.
Full Service Investment Bank
Banco Pactual expands its activities to become a full service investment bank, offering complete services across all areas of the financial market. A few years later, it was already a leader in its market.
Acquisition by UBS
Swiss bank UBS acquires Banco Pactual for US$ 2.5 billion, creating UBS Pactual. Andre Esteves becomes CEO for all of Latin America, marking a new phase of international expansion.
BTG Investments is Born
Andre Esteves leaves UBS Pactual and founds BTG (Banking and Trading Group) Investments with nine founding partners, including Persio Arida, former Central Bank president. A bold move amid the global financial crisis.
Creation of BTG Pactual
In a historic strategic move, BTG Investments acquires UBS Pactual, just one year after its founding. BTG Pactual is officially born, uniting two legendary brands of the Brazilian financial market.
IPO
Just three years after the merger, BTG Pactual goes public on B3, raising R$ 3.2 billion in one of the most anticipated IPOs in the Brazilian market, establishing itself as a capital markets powerhouse.
Digital Revolution
Launch of BTG Pactual digital, a startup operating within the bank's structure. The pioneering initiative democratized access to premium investment products for Brazilian retail investors.
Strategic Expansion
Period of accelerated growth with 15 strategic acquisitions, focused on strengthening the digital platform for retail investors and consolidating presence across different financial market segments.
The Largest in Latin America
Since 1983, BTG Pactual has built a trajectory of achievements that consolidated it as the largest investment bank in Latin America, with global presence and multidisciplinary expertise.
Why This Partnership Matters
The combination of EQI's innovation, BTG Pactual's solidity, and Magrinelli's expertise offers a unique experience in the Brazilian market
Institutional Security
Your investments protected by the financial solidity of the largest investment bank in Latin America, with over R$ 1 trillion under management.
Privileged Access
Exclusive investment products and opportunities, normally available only to large institutional investors.
Cutting-Edge Technology
Sophisticated investment platforms with artificial intelligence, real-time data analysis and trade execution in milliseconds.
Humanized Advisory
Institutional strength combined with personalized service and Magrinelli's specialized curation for your investments.
Ready to Invest with Security?
Combine EQI's innovation, BTG Pactual's solidity, and Magrinelli's expertise. A partnership that transcends the conventional.