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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...

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...

Custody Service

Because the safekeeping of your securities requires total trust between parties. We register and custody national and foreign financial instruments through a custody account at Banco Finantia. Most financial instruments are book-entry (they exist only in computer records) and need to be registered with an entity eligible for this purpose. This service makes possible carrying out transactions on securities inside and outside organized markets (Exchanges). Banco Finantia's team of qualified professionals ensures the registration in the custody account of your financial instrument. You can...

Purchase and sale of securities

We guarantee independence and efficiency in each financial transaction requested by the client. We execute orders to buy and sell securities (funds, bonds and shares) in national and international markets. We show market conditions for the transactions intended by customers and negotiate orders received under the best market conditions. Banco Finantia's team of qualified professionals is prepared to provide you with all relevant information and details. For additional information we suggest that you consult one of our Private Bankers who will identify the financial solution that best fits...

Invest in the future

We are a global and independent bank.
We have the ideal solution for those looking to save and invest.

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