This award recognises our unwavering commitment to excellence, innovation and customer-focused service over the last decade.
This award recognises our unwavering commitment to excellence, innovation and customer-focused service over the last decade.
Banco Carregosa stands out for its distinctive value proposition in private banking, based on the values of a centuries-old institution that celebrates its 190th anniversary in 2023.
Our independence, our ability to innovate and our proximity to each client have been the hallmarks of our success in the private banking sector and have led to a high level of satisfaction among clients seeking personalised and comprehensive financial solutions. This combination of factors has strengthened our reputation and increased our brand awareness. Over the last decade, it has helped to confirm Banco Carregosa as the benchmark for wealth management in Portugal.
We are extremely grateful for the continued trust of our clients and for the dedication of our teams to delivering exceptional private banking services. This award is proof of our commitment to excellence and our dedication to meeting the specific financial needs of our clients. Banco Carregosa will continue to be at the forefront of financial institutions, combining innovation and experience to offer the best savings and investment solutions, and contributing to a more sustainable future.
We would like to thank Global Banking and Finance Review for this award.
For more information, please contact:
Tiago Fleming | Marketing and Communications Director: tiagofleming@bancocarregosa.com | +351933250132
Website: www.bancocarregosa.com
Banco Carregosa corporate identity: https://www.bancocarregosa.com/pt/identidade- corporativa-banco-carregosa/
The awards are the sole responsibility of the awarding organisations.
Carregosa celebrates 190 years in the financial sector in 2023. Founded in 1833 as a foreign exchange house in Rua das Flores, Porto, it is the oldest financial institution still operating in the Iberian Peninsula. Throughout the 20th century, Casa Carregosa grew, innovated and developed, adapting itself to a modern, increasingly sophisticated and demanding world. With the granting of its banking licence in 2008, L. J. Carregosa – Sociedade Financeira de Corretagem then became known as Banco Carregosa. Banco Carregosa was created to fill a specific gap: to specialise in private banking, investing in a differentiated strategy based on an independent relationship manager – the Trusted Advisor – and on a holistic approach to clients’ assets – private wealth management. Banco Carregosa aims to be the benchmark for wealth management in Portugal and bases its strategy on the values of independence, transparency, customisation, innovation and sustainability.
+€3,000M in assets under supervision: We focus on the needs of entrepreneurs, executives, families and family offices. We help our clients to protect and increase their wealth and create a lasting legacy.
+150 experts: Our human capital our most valuable asset. Our team of experts is driven by a single mission: to preserve and grow our clients’ family wealth.
+190 years of experience: making difficult decisions requires trust. We draw on our extensive experience of the financial world to create tailor-made plans that fit each family’s mission.
Global Banking & Finance Review is a leading magazine in the United Kingdom. The Global Banking & Finance Review awards were established in 2011 to commend companies with outstanding performances within the global finance industry and recognise companies that bring innovations and achievements to the global financial world, as well as companies that attach importance to corporate governance and corporate social responsibility.
Private banking refers to personalized financial services offered to high-net-worth individuals, including investment management, estate planning, and tax advisory services.
Wealth management is a comprehensive service that combines investment management, financial planning, and advisory services to help clients grow and preserve their wealth.
Customer satisfaction measures how products or services meet or exceed customer expectations, often influencing loyalty and repeat business.
Financial innovation refers to the creation of new financial products, services, or processes that improve efficiency, accessibility, or customer experience in the financial sector.
Investment solutions are tailored financial products or strategies designed to help individuals or institutions achieve specific investment goals.
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