Next generation
Private Banking

An independent reference
in Wealth Management

For the next generation

We have been protecting the trust placed in us by many generations since 1833, responsibly and with transparency. Although our history stretches back a long way, our eyes are focused on the future. We innovate in everything we do and have a comprehensive approach to the Wealth Management concept, offering solutions for Private Banking clients with savings and investment potential.

“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 Award / Northern Regional Section of the Portuguese Medical Association

Banco Carregosa and the Northern Regional Section of the Portuguese Medical Association awarded the "Banco Carregosa/SRNOM Prize" for the 6th consecutive year, created to stimulate and reward work and projects in the area of clinical research.

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 | Winter Outlook

1st Quarter

The last quarter of 2023 was marked by an impressive turnaround in investors’ interest rate expectations. Initially, there was speculation that the US Federal Reserve (Fed) would raise the federal funds rate. However, after the meeting on 13 December, the dot plot published revealed a consensus outlook for a hold or even a cut in rates in 2024. This scenario has had a positive impact on

bond and equity markets, fuelling hopes of a mild economic slowdown. However, this optimism comes with some challenges, such as the possibility of financial assets becoming overvalued and the need to remain cautious in the short term.

Financial Markets Outlook 2024

Watch the Financial Markets Outlook 2024, which took place on March 8th, and learn about the perspectives of Banco Carregosa's experts.

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

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.

"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

"Equal Pay Seal" Award 2023

 

 

Banco Carregosa has been distinguished by the Commission for Equality in Labor and Employment - CITE, for its good practices in promoting Equal Pay for Women and Men for equal work or work of equal value, with the "Equal Pay Seal" 2023.

The Bank promotes a culture of equality and non-discrimination, which has now been recognized by the award of this seal, which reinforces our determination to continue to promote the application of best practices in these matters.

The prizes are the sole responsibility of the organizations that awarded them.

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