Our History

Banco Finantia is an independent financial institution founded in Portugal in 1987, with an international presence in key financial markets.
Specialising in Private Banking and in Corporate & Investment Banking, it combines experience, financial market expertise, and a personalised approach built on trust, proximity, and a long-term vision.

Formation and official start of Finantia – Gestão e Consultoria Financeira Internacional, S.A.

Fundador do Bando Finantia, António Guerreiro

Transformation into Finantia – Sociedade de Investimentos, S.A.

Finantia obtains banking license and is renamed Banco Finantia S.A.

Award “Best Investment Bank in Portugal”

Creation of Finantia UK (London), Finantia Brazil (Sao Paulo) and Finantia USA (New York)

*These awards are the exclusive responsibility of the awarding entities that assigned them

Acquisition of Banco Esfinge in Spain, renamed Banco Finantia Sofinloc (BFS)

Euromoney award “Best Smaller Bank in Europe”

*These awards are the exclusive responsibility of the awarding entities that assigned them

Beginning of the expansion of the Private Banking activity

Joined Terra Alliance and Groupement Européen de Banques (GEB)

Opening of Finantia Private’s branch on Av. Fontes Pereira de Melo, in Lisbon

Team building at the Portuguese Association for Asperger Syndrome to commemorate Banco Finantia 30th anniversary

Merger of Banco Finantia, S.A. and Banco Finantia Spain

The 15th Strategic Board brought together the leadership in a session dedicated to aligning and reinforcing the strategic vision

ISEG Merit Awards Ceremony, highlighting a commitment to academia and talent development

Participation in the annual meeting of the Groupement Européen de Banques

Participation in the ISEG Career Forum 2025, affirming our commitment to developing and attracting top talent to the financial sector