BT Asset Management SAI (BTAM) has reached 450,000 investors and crossed the historic milestone of 10 billion lei in assets under management, equivalent to approximately 2 billion euros.

Nearly 40% of all transactions by BTAM clients targeted the fund that tracks the ROTX index on the Bucharest Stock Exchange, confirming the growing appetite for investments linked to the local capital market.

In 2025, almost 60% of 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.

BT Asset Management CEO: “We are contributing to an investment culture”

BT Asset Management’s momentum shows that saving through funds is gaining ground, is being strongly accelerated by technology and is changing how Romanians prepare for their financial future. We want to support this evolution and help build a stronger investment culture in Romania. The change is already visible in investor behavior: greater consistency, increased interest and more informed people.

Dan Dascăl
Chief Executive Officer
BT Asset Management

BT Pay is accelerating entry into investing 

• The simple, intuitive experience offered by the BT Pay app has accelerated customers’ entry into investing and the rapid increase in the number of investors in the funds managed by BT Asset Management.
• Approximately 235,000 people use BT Pay to invest in funds managed by BTAM.
• 90% of transactions in the funds managed by BT Asset Management are executed through the app.
• The minimum amount for a first investment is 50 lei, 25 euros or 25 dollars.
  
  

Market context: rising interest in investing

BT Asset Management has noted a significant year-over-year increase in Romanians’ interest in investing, especially in funds with a dynamic risk profile and in those that track the Bucharest Stock Exchange indices. A favorable market backdrop—marked by strong companies, many with a strategic role in energy and infrastructure—has made equity investments an increasingly attractive option.

BTAM offers 14 funds in lei, euro and dollars—from bonds and equities to niche funds in agriculture, energy, real estate and technology—covering different levels of risk.