Savings and

Finding investment solutions to apply my savings





A learning cycle, with four chapters, where we will cover the basic principles and investment strategies to help you navigate the financial market with more confidence.

"If they ask you for fish, give them the right rod"

If you know what you want to achieve, there's a bank to accompany you.

At Banco Carregosa, we know that each client has different monitoring needs depending on what they want to achieve. That's why we provide the right tools to meet your profitability expectations. Whether it's for the safe and smooth management of your assets, or to give you access to high-performance returns, we'll be here to advise you. As always, for 190 years.

Quarterly Outlook | Spring Outlook

2nd Quarter

While US economic growth remains robust, global growth remains dynamic enough not to pose an immediate threat to corporate profits. As a result, investors remain more vigilant about the evolution of inflation and possible catalysts for a new wave of inflation. Although this is a risk on the horizon, the most likely scenario in the near term remains a slower and more erratic disinflation process, which implies a prolonged period of high interest rates, especially in the US economy.

Investing in the future.

Preparing for the future should not be an isolated task. Each person’s personal circumstances, expectations, and objectives evolve with time, so finding the best savings and investment solutions requires the support of a specialised team. 


The only way to propose the best solutions is to eliminate conflicts of interest that prevent truly independent advice.

Helena Seruca

Coordinating Director


Our Savings and Investment vision

Our Savings and Investment vision is built with each clients objectives in mind, whether its saving for retirement, making an investment or increasing their financial wealth. What are your plans?

"Banco Carregosa has exceeded expectations, always willing to help its clients by resolving issues effectively and in a balanced manner, and providing timely, quick, and accurate information. At Banco Carregosa tradition hasn’t faded with time and is reflected in the overall notion that clients are one of the Bank’s most precious assets and the motivation that drives both its day-to-day activity and the Board’s strategic decisions."

José Portugal Pereira

Banco Carregosa client since 2018