Private Banking at Banco Finantia focuses on enhancing our clients’ financial wealth, through an approach grounded in trust and specialised support.
We support our clients in achieving their savings and investment goals, offering solutions tailored to their investor profile, return expectations, and time horizon. We aim to be your long-term partner, providing solid and independent financial advice, guided by the best practices of international private banking.
Explore solutions designed for those seeking security, returns, and liquidity, with a truly personalised service.
Term Deposits
Explore solutions designed for those seeking security, returns, and liquidity, with a truly personalised service.
Term Deposits
in USD
Stable returns with flexible maturities and competitive interest rates, in US dollars
Investment
Advisory
Personalised recommendations and close monitoring, based on your investor profile
Investment
Funds
Portfolio diversification with access to world-class fund management companies
Bonds
Provide periodic income, portfolio diversification, and reduced exposure to volatility
Buying and Selling
of Securities
Trading of bonds, funds, and equities in domestic and international markets
Custody Services
Safekeeping of securities and secure management of financial instruments
Foreign Currency Accounts
Liquidity management in US dollars, with simplicity and flexibility
The provision of advisory services, marketing of investment funds and purchase and sale of securities is subject to a questionnaire to assess the level of knowledge and experience and risk profile. For more information on the questionnaire, client classification, product risks, and sustainability, read the Additional Information for Customers.
→ Close support from specialised professionals;
→ Solutions tailored to your investor profile and investment objectives;
→ Personalised and confidential service;
→ Rigour, solidity, and independence in the recommendations provided;
→ Commitment to a long-term relationship.
Contact us
By phone
Available on working days, from 9am to 6.30pm
(call to national landline or mobile network)
In person at our branches
O Banco Finantia não disponibiliza crédito à habitação, crédito pessoal ou outras soluções de financiamento a particulares.
