Banco Finantia Private Banking: Dedication and Commitment We support our clients attaining their investment and savings objectives, based on a sustained and balanced growth of their assets. This is the reason of being of the Private Banking department at Banco Finantia, consolidated in a personalized, competent, discreet, and confidential advisory. With more than 30 years of experience valuing our clients' financial assets. We provide clients simple and transparent solutions that are suitable for their risk profile, their return expectations, and their investment timeframe. The products and...

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...

High Satisfation Rate In a study conducted in 2023 by More Results with current clients of the bank, 87% of respondents indicated they were satisfied with Banco Finantia. Finantia's clients express high satisfaction with the services and products offered, with the quality and added value of customer service also being positively evaluated. Other highly valued aspects by clients include the quick response to requests, clarity of information provided, and the bank's efficiency. Financial Soundness The bank maintains solid financial ratios above the industry average, with the CET1 ratio and...

Frequently Asked Questions about Banco Finantia Is Banco Finantia a safe bank? Yes, Banco Finantia is a bank with more than 35 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...

The differentiated Investment Advisory service provided by Banco Finantia 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...

Custody Service of Banco Finantia 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...