Who we are

Human capital is the most valuable asset. Our specialised teams are driven by one mission – to help clients preserve and grow their family wealth.

The secret to long-term success lies in having a strong culture and a team of talented, diverse people. We are committed to making our resources available to clients to create, protect and grow their wealth, while building a more sustainable world for society.”

Maria Cândida Rocha e Silva
Chair of the Board of Directors

Chairman of the Board of Directors, Maria Cândida Rocha e Silva, with Non-Executive Directors Homero Coutinho and Rogério Couto and Advisors to the Board of Directors Paulo Mendes and Pedro Duarte.

Executive Committee

Francisco Oliveira Fernandes

Chief Executive Officer

Miguel Ramalho

Chief Operational Officer

Mariana Lopes

Chief Risk Officer

Mário Carvalho Fernandes, CFA

Chief Investment Officer

Nuno Alves

Chief Financial Officer

Commercial Department

Helena Seruca

Coordinating Director

Bruno Minoya Perez

Private Banking Director

Ana Carvalho

Savings and Investment Director

Investments Department

Mário Carvalho Fernandes, CFA

Chief Investment Officer

Filipe Silva

Investments Director

Rina Guerra, CFA

Sub-Director of Investments

Financial Markets Department

João Torres de Assunção

Director of Financial Markets

João Queiroz

Head of Trading

Corporate Department

Filipe Seara Cardoso

Diretor Corporate

Institutional Custody Department

Francisca Laranja

Operations Director

Contact