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.

Experience

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.

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BY ASSET CLASS

BY INVESTMENT PROFILE

Asset Management mandates

Bonds

A portfolio composed exclusively of bonds to generate long-term returns and reduce exposure to risk.

Large Capitalisations

Long-term investment in shares of global company with continuous risk management.

Alpha Valor

Investment made by combining various alternative strategies that aim at mitigating risk by significantly diversifying investments.

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.

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