Every story has a beginning

Ilustração com uma linha simples a preto do Porto

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.

Todos os serviços

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.

Euromoney Private Banking Awards 2025 - Best Pure Play/Boutique Private Bank

A culture of excellence

+5.000 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.

19,48%

Core Tier1

Banco Carregosa prides itself on being a sound institution, with solvency ratios above the sector's average. The Bank’s Common 1 ratio on December 31, 2024 was 19,48%.

Topo de uma porta antiga onde se lê "Fundada em 1833"

The advantage of thinking long term.

Asan 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.

Equipa Banco Carregosa

Mission and Vision of Banco Carregosa

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.

vista de close-up de folhas de papel onduladas, com as bordas visíveis, criando um efeito curvo e fluido. A iluminação suave destaca as texturas das camadas do papel, enquanto o fundo escuro cria um contraste que realça a forma das páginas.

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.