Next generation
Private Banking
An independent reference
in Wealth Management
Pension Savings Scheme
Plan for your future and invest for the long term.
Carregosa Unit-Linked Insurance
Invest in an insurance contract linked to an investment fund.
Welcome
Term Deposits
Sound and competitive savings for a guaranteed future.
Featured Investment Funds
Get to know the funds highlighted by Banco Carregosa's experts.
GoBulling
Platforms
Optimised solutions for smart decisions.
Term Deposit Growing Savings
Gradual savings at the pace of your time!
Types of Investor
If you know what you want to achieve, there's a bank to accompany you.
Investment
Funds
Various options for making the most of your investments.
Win-Win Term Deposit
Recommend a new customer and you both win.
Assets Management
Management strategies tailored to your Investment Profile.
Quarterly Outlook | Spring Outlook
2nd Quarter 2026
What began as a year of continuity quickly turned into an exercise in managing uncertainty. The materialization of geopolitical risks in the Middle East exacerbated macroeconomic challenges and reignited the debate over inflation, growth, and real safe-haven assets, requiring investors to exercise discipline, diversify their portfolios, and pay closer attention to the role of liquidity.
For the second year running, Banco Carregosa has been named BEST PURE PLAY/BOUTIQUE PRIVATE BANK at the Euromoney Private Banking Awards 2026.
This recognition highlights our commitment to providing an exclusive and highly personalised service. It is an honour we share with each and every client, and one that reinforces our mission to continue offering outstanding solutions for the management of their assets.
Excellence is built on consistency.
The prize is the sole responsibility of the organization that awarded it.
Winner of the RankiaPro Awards Portugal
Chief Investment Officer Filipe Silva won the Best Fund Selector of the Year award, being recognized for his analytical rigor and ability to identify consistent investment opportunities.
These awards were part of the 15th edition of Funds Experience Portugal, which took place on May 28, 2026, in Lisbon.
What's New
“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
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.
