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Next generation
Private Banking
An independent reference
in Wealth Management
“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
Quartlerly Outlook | Winter Outlook
1st Quarter
Inflation and rising interest rates have depressed the value of financial assets. However, we need to go back 15 years to find investment opportunities with such attractive nominal risk-return rates as those today, particularly in terms of financial assets with lower business cycle and credit risk. As global economy faces challenges, the more cyclical components may go through a phase of volatility before undergoing a more sustained recovery, which should reward bolder investors in the medium term.
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
