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VerifiedBanking· Founded 1833

Banco Carregosa

Carregosa celebrated 190 years in the financial sector in 2023. In fact, it was in 1833, in Rua das Flores, in Porto, that it began its commercial activity as a foreign exchange bureau, making it the oldest financial institution in the Iberian Peninsula in activity. Throughout the 20th century, Casa Carregosa grew, innovated and developed, adapting to an increasingly sophisticated and demanding world. With the granting of a banking license in 2008, L. J. Carregosa - Sociedade Financeira de Corretagem became Banco Carregosa. Banco Carregosa was born with the aim of occupying a specific space - that of a bank specializing in private banking, focusing on a differentiation strategy based on the figure of the independent relationship manager - trusted advisor - and a holistic view of the client's assets - private wealth management. Banco Carregosa's vision is to be the wealth management benchmark in Portugal, basing its strategy on the values of independence, transparency, personalization, innovation and sustainability.

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Employees135(51 to 200)Founded year1833Websitebancocarregosa.comLinkedIn profileLinkedIn

Verified contacts

110

available on Kipplo

LinkedIn employees

135

51 to 200 range

Open roles

no listings

Distinct roles

86

indexed titles

Tech stack

2

tools in use

Monthly traffic

43

organic / mo

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Top roles at Banco Carregosa

86 distinct titles indexed · top 10 shown.

  • 5private banker
  • 3administrador
  • 3compliance officer
  • 3gestor de clientes
  • 2assessor de investimentos
  • 2departamento de operações
  • 2depositary services of investment funds
  • 2financial analyst
  • 2private banking director and senior private banker (hnw individuals and institutional clients)
  • 2trader
  • +76more titles

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