Company intelligence
Banco Carregosa
A tradição, a excelência e a independência fazem do Banco Carregosa um exemplo singular no mercado financeiro nacional.
About Banco Carregosa
Carregosa celebrated 190 years in the financial sector in 2023. In fact, it was in 1833, in Rua das Flores, in Porto, that it began its commercial activity as a foreign exchange bureau, making it the oldest financial institution in the Iberian Peninsula in activity. Throughout the 20th century, Casa Carregosa grew, innovated and developed, adapting to an increasingly sophisticated and demanding world. With the granting of a banking license in 2008, L. J. Carregosa - Sociedade Financeira de Corretagem became Banco Carregosa. Banco Carregosa was born with the aim of occupying a specific space - that of a bank specializing in private banking, focusing on a differentiation strategy based on the figure of the independent relationship manager - trusted advisor - and a holistic view of the client's assets - private wealth management. Banco Carregosa's vision is to be the wealth management benchmark in Portugal, basing its strategy on the values of independence, transparency, personalization, innovation and sustainability.
Verified activity
Signals from Banco Carregosa
4 published signals
Research & Knowledge
Banco Carregosa published a weekly informational report with comments from the Investment Committee on the main indicators and highlights of the week.
Reported by Banco Carregosa
Research & Knowledge
Banco Carregosa published a monthly newsletter featuring key highlights from September 2026, including topics like the Reforma Planos Poupança, Consultoria Pontual de Investimento, Soluções Carregosa Unit-Linked, GoBulling Investor, and the impact of artificial intelligence on yields.
Reported by Banco Carregosa
Presence & Recognition
Banco Carregosa achieved 5th place in the Forbes Portugal ranking for the category of Bank, Finance, and Investment in the 55+ Power List of Businesses.
Reported by Banco Carregosa
Products & Services
Banco Carregosa launched the PPR plan for long-term building of property with fiscal efficiency and professional management.
Reported by Banco Carregosa