Private Banking

BBM Private offers structured financial solutions, featuring the best products in the market in an open architecture. It counts on a highly specialized team to assist clients in managing their assets, with efficient risk management. Through its solid tradition in the market, BBM Private meets the needs of its clients by providing the highest quality products and services.

In addition to managing the clients liquidity portfolio, BBM Private also offers advisory in many other areas through its partners.

Our Differentials

Tradition

Brazil‘s oldest privately owned financial group.

Performance

BBM technology and expertise to evaluate and recommend investments.

Open Architecture

Access to the best products and services available on the market.

Transparency

Alignment of interest with transparency in the selection process of the best products and services. Strict adherence to the highest ethical and governance standards advising the clients according to each individual profile.

Products and Services

Exclusive Funds

The Exclusive funds allow clients to consolidate their investments through an open architecture, enabling personalized and optimized management and high standards of governance.

 

 


Investment funds are not guaranteed by the fund manager, by the portfolio manager, by any insurance mechanism or by the Credit Guarantee Fund (Fundo Garantidor de Créditos - FGC). Past performance does not guarantee future results. Investors are strongly advised to read both the investment fund prospectus and bylaws carefully before making investment decisions.

In regard to ANBIMA self-regulation, BBM hereby declares: a) that it may, in its capacity as a securities dealer, receive compensation for distributing the assets in which its clients invest their funds; b) that it, or other companies belonging to the same economic group, in its capacity as a fund manager, may receive distribution compensation related to investments of the managed fund in assets issued by or under the management of third parties; and c) that, in both cases, this compensation may differ in line with the different assets making up these investments.

This document cannot be (i) copied, photocopied or duplicated, in part or in whole, through any means; or (ii) distributed without the prior consent of Banco BBM S.A.

Investment Funds
  • Managed Architeture: Selection of the best managers in the Market;
  • Management Committee Approval: Periodic meeting with participation of the executive board where the Asset Allocation, Compliance and Risk teams submit managers Due Diligence for approval;
  • Industry Monitoring: Constant monitoring of all the managers in the industry with periodic visits to approved managers.

 

 


Investment funds are not guaranteed by the fund manager, by the portfolio manager, by any insurance mechanism or by the Credit Guarantee Fund (Fundo Garantidor de Créditos - FGC). Past performance does not guarantee future results. Investors are strongly advised to read both the investment fund prospectus and bylaws carefully before making investment decisions.

In regard to ANBIMA self-regulation, BBM hereby declares: a) that it may, in its capacity as a securities dealer, receive compensation for distributing the assets in which its clients invest their funds; b) that it, or other companies belonging to the same economic group, in its capacity as a fund manager, may receive distribution compensation related to investments of the managed fund in assets issued by or under the management of third parties; and c) that, in both cases, this compensation may differ in line with the different assets making up these investments.

This document cannot be (i) copied, photocopied or duplicated, in part or in whole, through any means; or (ii) distributed without the prior consent of Banco BBM S.A.

Fixed Income

Government Bonds

We provide access to National Treasury Bonds.

Private Securities

We offer Fixed Income products issued by Banco BBM and approved Banks.

LCA e LCI*

LCA: Securities linked to receivables from agribusiness transactions (Law nº 11.076/04).

LCI: Securities linked to assets connected to mortgages (Law nº 10.931/04) .

 The tax benefits makes the net profitability of the LCA and the LCI higher than rates obtained through traditional fixed income investments.

  • Exempt from income tax for individual investors

Corporate Bond**

Long-term, fixed income investment, with Banco BBM credit risk and a pre-fixed yield or defined as a percentage of the CDI.

  •  Qualified investor
  • Minimum Term: 2 years

CDB

Traditional certificate of deposit.

Indexers: CDI; Pre-fixed; IPCA (inflation).

* Product subject to the availability of guarantees.
** For clients who have previously banked with Banco BBM.


Investment funds are not guaranteed by the fund manager, by the portfolio manager, by any insurance mechanism or by the Credit Guarantee Fund (Fundo Garantidor de Créditos - FGC). Past performance does not guarantee future results. Investors are strongly advised to read both the investment fund prospectus and bylaws carefully before making investment decisions.

In regard to ANBIMA self-regulation, BBM hereby declares: a) that it may, in its capacity as a securities dealer, receive compensation for distributing the assets in which its clients invest their funds; b) that it, or other companies belonging to the same economic group, in its capacity as a fund manager, may receive distribution compensation related to investments of the managed fund in assets issued by or under the management of third parties; and c) that, in both cases, this compensation may differ in line with the different assets making up these investments.

This document cannot be (i) copied, photocopied or duplicated, in part or in whole, through any means; or (ii) distributed without the prior consent of Banco BBM S.A.

Services
  • Exchange

Access to various types of foreign exchange transactions (subject to prior approval).

  • Loans

Access to credit for individuals.

 

Structured Solutions
  • Structured Notes (COE);

Indexers: single stocks, currencies, indexes;

  • Derivatives

NDF and Swaps

*Subject to prior approval and guarantees.

Macroeconomic Analysis

The macroeconomic analysis area is responsible for closely analyzing the political and economic developments in Brazil and other emerging and developed economies. 

Allocation Report

Information about the national and international economic climate, as well as the main global economic figures.

Periodic Events

Talks and/or conference calls with economists from BBM Investimentos®, who take questions on the national and international economic climate.