Every story has a beginning
Ours began in 1833.
It all began when Portugal was in the throes of civil war in 1833 and shortly after the Napoleonic invasions. Born in one of the most troubled periods of Portuguese history, Banco Carregosa was a pioneer of a new generation of financial institutions, which we now know as Private Banking.
Since then, we have lived through some of the most troubled periods in Portuguese history, throughout which we have always sought to create stability for our customers. Today, almost 200 years later, our strategy is aimed at continuity, stability and sustainability to give our clients lasting benefits.
History has taught us the importance of this train of thought. To ensure the long-term prosperity of our clients we need to protect the interests of future generations.
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.
A culture of excellence
+6.450 M€
In assets under supervision
Focused on the needs of entrepreneurs, leaders, families and family offices. We help our clients protect and increase their assets and create a lasting legacy.
+150
Experts
Human capital is the most valuable asset. Our specialised teams are driven by one mission – to help clients preserve and grow their family wealth.
+190
Years of experience
Making tough decisions requires confidence. Based on in-depth experience of the financial world, we design individualised plans to suit each familys mission.
21,01%
Common Equity Tier1
Banco Carregosa prides itself on being a solid institution, with solvency ratios above the industry average. The Common Equity Tier 1 Ratio as of December 31, 2025, stood at 21.01%.
The advantage of thinking long term.
As an independent private bank, we have the advantage of being able to plan for the longterm, free from influences. Banco Carregosas shareholders have since the 19th centurypassed on their knowledge, experience and values from generation to generation.
The advantage of thinking long term.
Mission
To be the independent reference in Wealth Management in Portugal, supporting Clients in the preservation and growth of their wealth.
Vision
Support Clients in the management and growth of their wealth, offering independent advice, personalized and agile solutions, security, and access to a wide range of investment and credit products and services, ensuring throughout their lives the protection, enhancement, and transfer of assets to future generations.
Corporate Values
Independence
The only way to propose the best solutions is to eliminate conflicts of interest that prevent truly independent advice.
Innovation
It would be impossible to keep the name Carregosa alive since the 19th century to the present day without strong innovation and adaptation capacity.
Customisation
We stand out for the closeness and personalization of our relationship with each client, ensuring quick responses and suitable solutions, tailored to their needs.
Transparency
Rigour and seriousness in presenting investment solutions and providing timely, complete and straightforward information.
Sustainability
We promote a culture of environmental, economic and social sustainability, combined with a prudent risk policy, to impact the community.
Governance
Policies and Normatives
Shareholders
Financial Information
Press Releases
Press Release, October 15, 2026
"Following recent media news, and in defense of the truth, its good name, and its reputation, Banco Carregosa considers it important to provide the following clarifications:
— The Bank has no involvement in the alleged unlawful practices referred to in the news.
— The amount of 66 million euros in potential fraud cited in the news does not concern Banco Carregosa, nor does it correspond to the value of any transaction, exposure, or contingency attributable to the Bank.
— The Bank has not identified any irregularity in the procedures it adopted and therefore rejects any attribution of liability for practices contrary to the law.
— Banco Carregosa conducts its business in accordance with the highest standards of integrity, rigor, transparency, and compliance with its legal and regulatory obligations.
— Based on the information available to it, the Bank does not anticipate any material impact on its business or results arising from the reported facts.
Following the conclusion of the investigative procedures carried out yesterday, it should be emphasized that neither Banco Carregosa nor any of its board members, directors, or employees has been formally named as a suspect.
The Bank will continue to cooperate with the competent authorities, in accordance with applicable law and with full respect for the proper course of the investigation. It remains fully confident in the propriety of its conduct and reserves the right to take any measures necessary to protect its good name, reputation, and legitimate interests."
Porto, October 15, 2026
