BT Asset Management SAI (BTAM) has reached 450,000 investors and reached the historic milestone of RON 10 billion in assets under management, equivalent to about EUR 2 billion.
Almost 401TPTP3T of the total transactions realized by BTAM's clients concerned the fund replicating the ROTX index structure of the Bucharest Stock Exchange, which confirms the growing appetite for investments correlated with the local capital market.
In 2025, almost 60% of the people in Romania who took their first step into fund investing chose funds managed by BTAM. The community has grown significantly: the number of investors in BTAM funds is four times higher than in 2023.
“The dynamics of BT Asset Management show that saving through funds is catching on, that it is being strongly accelerated by technology and is changing the way Romanians are preparing for their financial future. We want to support this evolution and contribute to a growing investment culture in Romania. The change is already visible in investor behavior: more consistency, more interest and more informed individuals”says Dan Dascăl, Managing Director, BT Asset Management.
The bank also announced that around 235,000 people use BT Pay to invest in funds managed by BTAM, and 901TPTP3T of transactions in funds managed by BT Asset Management are made through the app. The minimum amount required for a first investment is 50 lei, 25 euro or 25 dollars.
BTAM offers 14 funds in lei, euros and dollars - from bonds and equities to niche funds in agriculture, energy, real estate and technology - with varying degrees of risk.