Savings and
Investment
Finding investment solutions to apply my savings

Highlights

Note Capital-Protected Investment in Defense Companies
Invest in a product with high return potential.

Carregosa NextGen
Discover the service from Banco Carregosa created especially for young people up to 30 years old who are looking for a simple and focused way to start investing.

GoBulling Investor Platform
The trading platform in the financial markets, for those looking for simple and intuitive navigation. The ideal solution for anyone who wants to start investing... or invest with simplicity

GoBulling Pro Platforms
GoBulling is a multi-access, multi-product, multi-market, multi-currency platform with over 30,000 assets available in more than 40 global markets.

Bem-Vindo Term Deposit
A Term Deposit with attractive rates. Our way of welcoming you to Banco Carregosa. Unique conditions for the start of a long-term relationship.

Featured Investment Funds
Banco Carregosa selects Investment Funds taking into account the macroeconomic situation and the financial markets, in order to make them known to its Customers.

Asset Management
Delegation of financial asset management to a specialised team highly experienced in investments. Solutions for every type of assets and client risk profiles.
Quarterly Outlook | Spring Outlook
2nd Quarter 2026
What began as a year of continuity quickly turned into an exercise in managing uncertainty. The materialization of geopolitical risks in the Middle East exacerbated macroeconomic challenges and reignited the debate over inflation, growth, and real safe-haven assets, requiring investors to exercise discipline, diversify their portfolios, and pay closer attention to the role of liquidity.


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.
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
Solutions
Market Services
A wide range of financial instruments and access to relevant information through the trading room.
One-off investment advisory
To optimise your portfolio with the support of a specialist professional.
Proteste Investe
Learn about the DECO Proteste Investe brokerage protocols and investment funds.
Margin Loan Account
Investing in financial markets and world exchanges with the support of a senior team.
Investment Funds
Finding credit options that strengthen your financial investments.
GoBulling Platforms
Investing in financial markets and world exchanges with the support of a senior team.
Asset Management
Exploring tax-efficient investment solutions for each asset class or risk profile.
Structured Products
Finding solutions with profitability indexed to the performance of financial assets.
Credit Management Models
Leverage solutions to boost the financial results of your investments.

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














