Private Banking Solutions
Recognized by Euromoney for its excellent services, Banco Carregosa's Private Banking is distinguished by close monitoring, exclusive solutions and personalized wealth management that evaluates each opportunity based on international evidence and best practices, selecting the best investment options and aligning them with the ambitions and needs of each client.
Asset Management
Management mandates for financial investment solutions tailored to the type of assets or investment profile of each client, including direct or unit-linked investment solutions, where tax efficiency maximizes investment in the medium and long term. To achieve the best combination of return and risk.
Investment Advisory
To optimise our clients’ portfolio, our expert team assesses, decides and guides investment decisions jointly with our clients, taking into account their objective, risk profile, and financial situation.
Financial Markets
Invest with confidence in worldwide stock markets in the Trading Room, with the assurance and help of a Private Bank, or directly on the GoBulling trading platforms. How do you prefer to access financial markets?
Alternative Investments
To diversify, boost returns, or reduce exposure to financial markets. Non-traditional assets, such as Real Estate, Property Investment Funds, and Precious Metals.
Wealth Advisory
Specialised service focused on structuring and preserving client wealth. Based on an integrated analysis that considers family and business objectives, time horizon and risk profile.
Specialized Credit
To support our clients in their investments. Specialised credit solutions across different moments in life and circumstances