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Savings and
Investment
Finding investment solutions to apply my savings
Featured Fund BlackRock Euro Short Duration
The fund aims to invest in quality bonds (investment grade), denominated in euros, with short-term maturities.
Why Invest | Banco Carregosa
"Global Financial Markets Perspectives in 2023", Mário Carvalho Fernandes, Chief Investment Officer Banco Carregosa
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.
Investment Funds
Search across a wide range of funds on offer using the MorningStar tool, or invest directly in thematic funds, by asset class or risk profile.
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
Best Customer Service Broker
Thanks for your trust!
Award of the exclusive responsibility of the entity that attributed it.
Solutions
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
