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Awards

Banco Finantia has received various awards over the years, notably Euromoney awards for “Best Securities Firm in Portugal”, “Best Smaller Bank in Western Europe” and “Best Smaller Investment Bank in the World”. In 2019, Banco Finantia was considered the most sound (financial soundness) and most cost-to-income among the 7 main banks operating in Portugal, according to the 2019 “Top 250 EU Banks” Ranking prepared by prestigious British magazine The Banker. The Banker study / ranking was based on objective criteria and several indicators were used:...

Investment Funds

We put at your disposal a wide range of securities investment funds, managed by some of the most recognized foreign fund managers. The team of specialists that make up Banco Finantia's Private Banking department is available to study the investment possibilities of each client based on their specific needs and requirements. The wide range of funds available by Banco Finantia allows you to offer the best solutions for your investment, based on our non-independent consulting service, where the most appropriate investments are recommended for you and which also includes exclusive follow-up and...

FAQ's

Banco Finantia Is Banco Finantia a safe bank? Yes, Banco Finantia is a bank with more than 30 years of experience, specializing in Private Banking and Corporate and Investment Banking, with a record of profitability and financial soundness ratios above the Portuguese and European averages. In addition, the high international rankings, the awards received over the years and the high satisfaction rate of its customers attest to its reliability. When was Banco Finantia founded? Finantia's activity began in 1987 as a financial services company. In 1988 he became an Investment Company and in 1992...

Social Responsibility

Banco Finantia seeks to contribute to a better world. It supports social solidarity actions, is committed to educating in the area and it is committed to preserving and giving to know artistic and cultural heritage. Apoio à Vida is a private charity for over 20 years that has helped more than 4,000 women to have their children and strengthen their families. Its mission is to accompany pregnant women and adolescents in situations of doubt or psychological, family or social difficulties. It is based on pillars such as respect, love and hope. Founded in 1992, the Associação...

Investment Advisory

Banco Finantia's experienced team of Private Banking consultants specializes in providing personalized advisory services on financial instruments. This is adjusted to the specificity of the risk profile of each investor, based on their knowledge, experience, financial capacity and return objectives, for a given time horizon, without prejudice to the investment decisions being always yours, and not being linked to advice provided in any way. Risk Profiles To simplify your choice and optimize the management of your investments, we currently have three model portfolio profiles: Based on a...

Sustainability

Thinking about the future is acting Now Banco Finantia governs its day-to-day activities based on sustainable responsibility, inclusion, respect, innovation, concern for the environment and mutual help. It recognizes that environmental, social and governance issues (ESG) pose major challenges to the long-term prosperity of the global economy, the well-being of people and society, and the regeneration capacity of the natural environment and that it impacts performance long-term business. The work carried out by the Intergovernmental Group on Climate Change has been the foundation of...

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