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Asset Management
Our Asset Management models are the result of decades of experience and perfected approaches. Investment allocation strategies adapted to each client’s growth target and preferred asset class, including direct or unit-linked investment solutions where tax efficiency maximizes investment in the medium and long term.
Tax efficiency
Tax-efficient investment solutions selected by our experts for different types of assets and investment profiles.
Active Management
Continuous monitoring of the asset portfolio and adjustment of the portfolio at any given time.
Diversification
Varied strategies for each financial asset class to diversify and minimise risk.
Security
The best professionals look after your money while you take care of your business.
Search Asset Management solutions | 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.
Alpha Value
Investment made by combining several alternative strategies, which aim to mitigate risk through significant diversification.
Global Stock
Investment in shares of global companies, with diversification and permanent risk management.
Search Asset Management solutions
BY ASSET CLASS
Asset Management mandates
Bonds
A portfolio composed exclusively of bonds to generate long-term returns and reduce exposure to risk.
Active Value
A portfolio of shares selected for their potential and high profitability, to maximise portfolio returns.
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.
Private Banking Exclusive Contact
Hours: Monday to Friday, from 09:00 to 19:00.
Cost of calling the national fixed network.
