Private Banking

Passing on wealth to the next generation

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

Banco Carregosa was distinguished for its Private Banking activity.

 

 

International award "Decade of Excellence Private Banking Portugal 2023" by the British magazine "Global Banking and Finance Review".

"Our independence, capacity for innovation and approach that is close to each client has allowed us to stand out in the private banking sector, with a high level of satisfaction among clients looking for personalized and comprehensive financial solutions. This combination of factors has strengthened our reputation, increased the recognition of our brand and contributed in the last decade to the affirmation of Banco Carregosa as a reference in Wealth Management in Portugal."

 

 

Banco Carregosa

The prizes are the sole responsibility of the organizations that awarded them.

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.

A reference in Private Banking

Private Banking Exclusive Contact

Opening hours: Monday to Friday, from 9 a.m. to 6 p.m.

Contact

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