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Next generation
Private Banking
An independent reference
in Wealth Management
“The lifespan of Banco Carregosa was only possible thanks to the ambition and perseverance of shareholders and managers, the dedication of employees and the trust of our clients for generations.
We foster long-term relations, sustained performance, well-founded opportunities for appreciation and coherent choices.
This is the path that Casa Carregosa has followed since 1833, and the way forward we seek to pursue.”
Maria Cândida Rocha e Silva
Chair of the Board of Directors
Banco Carregosa was distinguished for its Private Banking activity.
International award "Decade of Excellence Private Banking Portugal 2023" by the British magazine "Global Banking and Finance Review".
"Our independence, capacity for innovation and approach that is close to each client has allowed us to stand out in the private banking sector, with a high level of satisfaction among clients looking for personalized and comprehensive financial solutions. This combination of factors has strengthened our reputation, increased the recognition of our brand and contributed in the last decade to the affirmation of Banco Carregosa as a reference in Wealth Management in Portugal."
Banco Carregosa
The prizes are the sole responsibility of the organizations that awarded them.
Quarterly Outlook | Spring Outlook
2nd Quarter
While US economic growth remains robust, global growth remains dynamic enough not to pose an immediate threat to corporate profits. As a result, investors remain more vigilant about the evolution of inflation and possible catalysts for a new wave of inflation. Although this is a risk on the horizon, the most likely scenario in the near term remains a slower and more erratic disinflation process, which implies a prolonged period of high interest rates, especially in the US economy.
What is more important for you?
Long-term relationships. Passing on assets to the next generation
Finding investment solutions for my savings.
Investing in world markets through the best trading platforms
Exploring tailor-made solutions for institutional clients and companies
"A unique Private Banking experience in which every aspect of wealth management is carefully thought out. A close, customised and attentive monitoring to find the best investment solutions at the right time."
Helena Seruca
Coordinating Director
Casa Carregosa was born in 1833.
Since then, the world has witnessed remarkable evolutions and suffered several turbulent moments: wars, environmental catastrophes, multiple economic and financial crises and, more recently, a pandemic and a war that will leave their mark on generations to come.
Throughout these almost two centuries, the institution has always proved to be resilient and capable, and has been able to adapt to the different times with mastery, passing on its legacy of trust.
Thus, Banco Carregosa can now proudly celebrate 190 years of its history.
