Asset Management

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Delegation of financial asset management to a specialised team highly experienced in investments. Solutions for every type of assets and client risk profiles.

Plano aproximado de um ecrã com percentagens e números, simbolizando os conteúdos trabalhados pela equipa especializada do Banco Carregosa de estratégias de alocação

What is more important for you?

Experience

Investment solutions selected by our experts for different types of assets and investment profiles.

Diversification

Portfolio diversification strategies and minimisation of risk with a view to profitability.

Active Management

Continuous monitoring of the asset portfolio and adjustment of the portfolio at any given time.

Security

The best professionals look after your money while you take care of your business.

Search Asset Management Models

BY INVESTMENT PROFILE

BY ASSET CLASS

proteste investe

Allocation strategies by Investment profile based on the best Investment Funds and ETFs.

Pai e filho a plantar num jardim, simbolizando um futuro seguro

Preservation

Focus on the preservation of capital. Conservative approach to asset selection.

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Homem de costas, vestido formalmente, a falar ao telemóvel e a olhar para a paisagem do escritório, com sobreposição da bandeira da união europeia

Capitalisation

To appreciate capital in the long term, balancing risk.

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Vista de cima de quatro prédios elevados com sobreposição de uma nota euro no céu

Appreciation

Achieve high returns in the long term, keeping some assets in the portfolio as anchor.

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Homem de costas, vestido formalmente, a falar ao telemóvel e a olhar para a paisagem do escritório, com sobreposição da bandeira americana

Capitalisation in USD

To appreciate capital in the long term, in USD, balancing risk.

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Vista de cima de quatro prédios elevados com sobreposição de uma nota antiga de dolar no céu

Appreciation in USD

Achieve high returns in the long term, keeping some assets in the portfolio as anchor.

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"A wide variety of assets, carefully selected for each client type and risk profile."

Filipe Silva,

Director of Investments

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