Investment Advisory
The Advisory Service is designed for those who want to rely on the expertise of a senior manager to make their investment decisions. Your Private Banker will help you allocate and choose the financial assets previously analysed by Banco Carregosa’s Investment Department according to your investment objective, profile, and financial situation. The customisation of this service together with regular monitoring offers an investment portfolio specifically designed for you.
Customisation
Solutions designed with you through a rigorous assessment of your needs and according to your profitability objective
Experience
Flexibility in the choice of financial assets, such as shares, bonds, ETFs, Investment Funds, and Structured Products.
Flexibility
Support to investment decisions given by a team of senior advisors with extensive experience in asset management.
Optimization
Permanent monitoring of investment and portfolio growth, and optimisation of the asset portfolio.
Step-by-step monitoring.
Total transparency.
Investment Objective.
Thorough prior assessment of your investment profile, financial situation and investment objective.
Macro Analysis and Fundamental Analysis.
Flexibility and scope of choice of previously analysed eligible financial assets that meet a set of characteristics that make them potentially suitable for you.
Tactical Vision.
Support to investment decisions given by qualified, licensed, and informed senior advisors, to build a portfolio to achieve your investment objectives, respecting your profile and financial situation, and consistent with macroeconomic development prospects and market sentiment.
Selection of Assets and/or Management Companies.
Optimisation of investments shared between you and the Private Banker, promoting periodic monitoring of the changes in the investment portfolio and suggestions for adjusting the portfolio of suggested assets to ensure consistency between market prospects, investment objectives, and your risk profile.
Risk Monitoring.
Notification service whenever the conditions that made the assets eligible change and whenever they are removed from the selection on which the proposed investment was based.
Dynamic advice.
Comprehensive approach.
Investment Objective.
Assets are allocated according to the investment objective, the expectations of volatility of each asset and its correlation with other assets.
Macro Analysis and Fundamental Analysis.
The analysis of each asset class is the base factor considered for the increase or reduction of portfolio risk.
Tactical Vision.
Depending on the advisory team’s tactical vision, discretionary investment measures are taken to take advantage of short/medium term opportunities.
Selection of Assets and/or Management Companies.
The financial instruments that seem most appropriate are chosen based on the analysis of our specialist team.
Risk Monitoring.
Volatility is monitored to ensure strict compliance with the objectives set for each investment profile.
It all starts with you.
Analyse. Compare. Decide.
Strategies and characteristics
Return/Risk Binomial
Private Banking Exclusive Contact
Hours: Monday to Friday, from 09:00 to 19:00.
Cost of calling the national fixed network.
