Asset Management
Delegation of financial asset management to a specialised team highly experienced in investments. Solutions for each type of asset and the client's risk profile, including direct or unit-linked investment solutions where tax efficiency maximizes investment in the medium and long term.
What is more important for you?
Tax efficiency
Tax efficient investment solutions selected by our experts for different types of assets and investment profiles.
Diversification
Portfolio diversification strategies and minimisation of risk with a view to profitability.
Active Management
Continuous monitoring of the asset portfolio and adjustment of the portfolio at any given time.
Security
The best professionals look after your money while you take care of your business.
Search Asset Management Models | Banco Carregosa Unit-Linked
BY ASSET CLASS
BY INVESTMENT PROFILE
Unit-linked. Tax-efficient financial investment solutions tailored to the type of asset.
Banco Carregosa's Unit-Linked are complex financial products in the form of an insurance contract linked to investment funds. Responsible investment requires that you know the implications and are willing to accept them.
Search Asset Management Models | Management mandates
"A wide variety of assets, carefully selected for each client type and risk profile."
Filipe Silva,
Director of Investments
Credit Management Models
Banco Carregosa's Management Models escrow account allows investment in Management Models or the provision of liquidity to clients with an equity position in Management Models.
Customer Support Line
Hours: Monday to Friday, from 09:00 to 19:00.
Cost of calling the national fixed network.
