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Every story has a beginning
Ours began in 1833.
It all began when Portugal was in the throes of civil war in 1833 and shortly after the Napoleonic invasions. Born in one of the most troubled periods of Portuguese history, Banco Carregosa was a pioneer of a new generation of financial institutions, which we now know as Private Banking.
Since then, we have lived through some of the most troubled periods in Portuguese history, throughout which we have always sought to create stability for our customers. Today, almost 200 years later, our strategy is aimed at continuity, stability and sustainability to give our clients lasting benefits.
History has taught us the importance of this train of thought. To ensure the long-term prosperity of our clients we need to protect the interests of future generations.
A culture of excellence
+2.000 M€
In assets under supervision
Focused on the needs of entrepreneurs, leaders, families and nas family offices. We help our clients protect and increase their assets and create a lasting legacy.
+150
Experts
Human capital is the most valuable asset. Our specialised teams are driven by one mission – to help clients preserve and grow their family wealth.
+185
Years of experience
Making tough decisions requires confidence. Based on in-depth experience of the financial world, we design individualised plans to suit each familys mission.
The advantage of thinking long term.
As an independent private bank, we have the advantage of being able to plan for the long term, free from influences. Banco Carregosas shareholders have since the 19th century passed on their knowledge, experience and values from generation to generation.
Corporate Values
Independence
The only way to propose the best solutions is to eliminate conflicts of interest that prevent truly independent advice..
Innovation
It would be impossible to keep the name Carregosa alive since the 19th century to the present day without strong innovation and adaptation capacity.
Customisation
We stand apart from the competition in that we maintain a close and customised relationship with each client, offering solutions that are appropriate or developed to meet their needs.
Transparency
Rigour and seriousness in presenting investment solutions and providing timely, complete and straightforward information.
Sustainability
We promote a culture of environmental, economic and social sustainability, combined with a prudent risk policy, to impact the community.
Governance
Policies and Normatives
Shareholders
Financial Information
The Board of Directors, the Supervisory Board, and the Statutory Auditor are responsible for the management and supervision of Banco Carregosa . The Board of Directors delegates the day-to-day management of the company to the Executive Committee.
Luís Manuel de Faria Neiva dos Santos
Chair
Maria Manuela Pereira Antunes
Secretary
Ana Mafalda Mateus Freitas Gonçalves Malafaya
Secretary
Maria Cândida Cadeco da Rocha e Silva
Chair
Jorge Manuel da Conceição Freitas Gonçalves
Vice-Chair
António José Paixão Pinto Marante
Director
Homero José de Pinho Coutinho
Director
Rogério Francisco Montenegro do Couto
Director
Francisco Miguel Melhorado de Oliveira Fernandes
Chair of Executive Committee
Fernando Miguel da Costa Ramalho
Voting member of the Executive Committee
José Nuno de Campos Alves
Voting member of the Executive Committee
Mário Oldemiro Carvalho Fernandes
Voting member of the Executive Committee
Mariana Mendes Baptista Lopes
Voting member of the Executive Committee
Maria da Graça Alves Carvalho
Voting member
Rodrigo de Melo Neiva Santos
Alternate
Pricewaterhousecoopers & Associados - Sociedade de Revisores Oficiais de Contas Lda, represented by Aurélio Adriano Rangel Amado
Efective
Carlos Manuel Sim Sim Maia
Alternate
