Institucional and Corporate
Exploring tailor-made solutions
for institutional clients and corporate

Strategic partners in ambitious projects
Our Clients assets are the product of a lifetimes work, sometimes even of several generations. That is why when we work with companies, besides looking at the business, we pay special attention to the family context.
The Bank has solutions designed for corporate, family offices, banks, insurance companies and pension funds and other investment companies. Our Private Banking approach also focuses on creating partnership with fund management companies and institutional investors, for institutional custody, depositary and asset management services
We present value propositions and personalised advice that take into account each clients priorities.
Banco Carregosa is your partner for the ambitious projects you have in mind.

"The feature I value most at Carregosa is that my assets are monitored by the client management team. They have earned my trust and appreciation for their professionalism, dedication, rigour and proximity."
João Moura dos Santos
Banco Carregosa client since 2015
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.


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.
Solutions
Asset Management
Create discretionary management mandates or advisory for institutional clients.
Institutional and Corporate
Private Banking Exclusive Contact
Hours: Monday to Friday, from 09:00 to 19:00.
Cost of calling the national fixed network.

