Next generation
Private Banking

An independent reference
in Wealth Management

For the next generation

We have been protecting the trust placed in us by many generations since 1833, responsibly and with transparency. Although our history stretches back a long way, our eyes are focused on the future. We innovate in everything we do and have a comprehensive approach to the Wealth Management concept, offering solutions for Private Banking clients with savings and investment potential.

“The lifespan of Banco Carregosa was only possible thanks to the ambition and perseverance of shareholders and managers, the dedication of employees and the trust of our clients for generations. 

We foster long-term relations, sustained performance, well-founded opportunities for appreciation and coherent choices.

This is the path that Casa Carregosa has followed since 1833, and the way forward we seek to pursue.”

Maria Cândida Rocha e Silva 

Chair of the Board of Directors

Banco Carregosa was distinguished for its Private Banking activity.

 

 

International award "Decade of Excellence Private Banking Portugal 2023" by the British magazine "Global Banking and Finance Review".

"Our independence, capacity for innovation and approach that is close to each client has allowed us to stand out in the private banking sector, with a high level of satisfaction among clients looking for personalized and comprehensive financial solutions. This combination of factors has strengthened our reputation, increased the recognition of our brand and contributed in the last decade to the affirmation of Banco Carregosa as a reference in Wealth Management in Portugal."

 

 

Banco Carregosa

The prizes are the sole responsibility of the organizations that awarded them.

Observador newspaper has selected 100 leading figures in Portuguese society over the last five decades who have excelled in different areas such as politics or soccer, economics or literature, business management or television, athletics or painting. Observador challenges and invites all Portuguese to make their own choice of the ten Portuguese who most influenced them after April 25.

Among the figures recognized by the Observador newspaper, there is an unmissable one for Banco Carregosa, Maria Cândida Rocha e Silva, whose selection for the area of economics makes us very proud.

Casa Carregosa was born in 1833.

 

Since then, the world has witnessed remarkable evolutions and suffered several turbulent moments: wars, environmental catastrophes, multiple economic and financial crises and, more recently, a pandemic and a war that will leave their mark on generations to come.    

 

Throughout these almost two centuries, the institution has always proved to be resilient and capable, and has been able to adapt to the different times with mastery, passing on its legacy of trust.  

 

Thus, Banco Carregosa can now proudly celebrate 190 years of its history.

What is more important for you?

Long-term relationships. Passing on assets to the next generation

Finding investment solutions for my savings.

Investing in world markets through the best trading platforms

Exploring tailor-made solutions for institutional clients and companies

"A unique Private Banking experience in which every aspect of wealth management is carefully thought out. A close, customised and attentive monitoring to find the best investment solutions at the right time."

Helena Seruca 

Coordinating Director

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