Private Banking
Passing on wealth to the next generation
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.
Long-lasting relationships.
Each client’s objectives, preferences, history, and dynamics are the starting point for a long-lasting relationship. Each Wealth Management strategy is carefully designed with their specific needs in mind.
Following a proprietary investment method based on evidence and international best practices, we rigorously assess each opportunity to find the best investment choices.
Our team of Private Bankers supports you at all times, offering a customised Wealth Management approach. We are motivated to protecting your assets and preserving them for future generations.
Helena Seruca,
Coordinating Director
Our Private Banking vision
“Building solid relationships of trust over time enables us to stand by each Client at every particular moment in their lives, whether it is an investment decision or the transfer of a business. In any of these situations, or any other, providing outstanding service combined with specialised and independent advisory services strengthens our proximity to our Clients and, therefore, their recognition of our service.”
Bruno Minoya Perez
Diretor Banca Privada
Solutions
A tailor-made service
We take every care to design a fully customised Private Banking approach based on the wealth objectives of each client. Strategies are designed from scratch taking into account their projects, family dynamics and values, and risk and return profile.
Advantages
Customisation
Tailor-made Private Banking solutions designed with the specific needs of each client in mind.
Experience
Support given by a team of senior advisors with extensive experience in wealth management.
Diversification
A diversified portfolio with varied investments to minimise the risk of financial, real estate and alternative assets
Active participation
The tailor-made approach allows clients to take an active part in the asset selection process and investment decisions.
What is more important for you?
Each client is unique, and so is every proposition. Challenge our senior advisors to present a fully customised solution for you. Diversify your portfolio by taking an active part in the investment process.
Private Banking Exclusive Contact
Hours: Monday to Friday, from 09:00 to 19:00.
Cost of calling the national fixed network.
