Directory · PT
Investment Management in Portugal
A register of firms and the professionals working at them in the Investment Management sector based in Portugal. Browse the public index, then filter or export on Kipplo.
Companies
420 on file
Sonae
Sonae exists to create a lasting positive impact on businesses, people, communities and on the planet. Managing a diverse portfolio of businesses in retail, financial services, technology, investments, real estate and telecommunications, Sonae makes the most of its expertise and pushes itself to create the future we all want and need. Creating today a better tomorrow, for all.
10001+ staff
Casa De Investimentos
A Casa de Investimentos é uma sociedade gestora de patrimónios, focada na prática da filosofia de Investimento em Valor. Dedicamo-nos à preservação e valorização dos patrimónios financeiros que os nossos Clientes nos confiam. Acreditamos que a melhor forma de atingir este objetivo é investindo em excelentes negócios, quando estes estão baratos e mantê-los em carteira até que o mercado reconheça o seu real valor intrínseco. O investimento nestes ativos exige que adiemos gratificações imediatas e ignoremos o ruído de curto prazo. A História demonstra que quem manteve uma estratégia de Investimento em Valor de forma consistente obteve retornos consideravelmente superiores aos do mercado, incorrendo em menor risco.
11 to 50 staff
Msgroup - Marques Dos Santos
Since 1967, our group of companies has been able to grow and surpass each and every challenge we came across with. Our main activities are the machinery and equipment for mechanics, fasteners, cutting and deburring material, welding equipment and consumables, diverse industrial consumables, industrial maintenance material, electric and hand tools, safety and protection equipment, automotive repair workshop equipment, vacuum and cleaning devices, compressed air equipment and accessories, industrial oils and lubricants, construction chemical products and cargo and lifting equipment. The companies’ success is achieved with excellent partnerships with clients and suppliers. This success only lasts because an excellent attitude is assumed by everyone and lived continuously. This philosophy motivates us to contribute to national industry development, presenting innovative solutions to our partners. Allied to this fact is the commitment and efficiency of our human resources when performing tasks, which is determinant to the trust deposited in our group of companies. Aware of the success that we’ve been having, our financial and technical capacity allows us to face future challenges with optimism and confidence, confirming us as a leading group in the sector in which we operate.
201 to 500 staff
Proinvest
As necessidades dos nossos clientes são o nosso principal foco. Temos como objetivo servir com excelência todos aqueles que necessitem de apoio qualificado
1 to 10 staff
Manuel Champalimaud Group
The Manuel Champalimaud Group is a 100% Portuguese Group that combines interests in several business areas. It invested on sustainable and diverse structures, from the North to the South of the Country, with particular interest in the sectors of Energy, Food Logistics, Moulding and Plastics, Tourism and Leisure and Agro-industry. In addition, Manuel Champalimaud SGPS holds important stakes in listed companies incorporating the PSI 20 index, aiming at ensuring both regular income and risk diversification.
1001 to 5000 staff
Oxy Capital
Oxy Capital is a leading alternative asset management firm, with offices in Portugal and Italy. Oxy has invested over EUR 1bn in traditional private equity, distressed debt, real estate and listed securities. We are committed to supporting the growth of the businesses we invest in while providing superior returns to our investors. To learn more, please visit
11 to 50 staff
Explorer
Explorer Investments IS Portugal’s Leading Independent Alternatives Fund Manager. Founded in 2003, Explorer is Portugal's premier independent manager of alternative assets, renowned for its exceptional quality, deep expertise, and excellent track record. With €1.8 billion in assets under management, Explorer operates across three core business areas: Private Equity (Buyout and Growth Capital), Tourism, and Real Estate. Our team of over 50 professionals combines diverse skills and experience in investment banking, consulting, legal advisory, and industry. This unique blend of expertise, alongside our deep knowledge of the Portuguese business landscape, gives Explorer a distinct competitive edge in managing alternative assets. Additionally, our long-standing relationships with financial intermediaries, banks, public entities, and legal professionals reinforce our position as a trusted industry leader. Explorer’s strong investment track record demonstrates our ability to identify high-potential opportunities and create sustainable value for investors, businesses, and communities. By adhering to international best practices, we focus on developing the businesses within our portfolio and ensuring a positive impact on both the environment and society. At Explorer, our mission is to generate strong returns for our investors and make a positive impact on our communities. We drive the evolution of alternative asset management while contributing to Portugal’s economic growth and long-term sustainability.
11 to 50 staff
Iberis Capital
Iberis is an investment manager that invests in mid-market Private Equity, Venture Capital and Yielding Investments. With a deep knowledge of our core Portugal market, Iberis seeks to capitalize on event-driven investment situations leveraging its operational, technology and growth expertise.
11 to 50 staff
Nbb M&a Advisors
NBB M&A Advisors is an international network of specialised consultants in financial services for SMEs. NBB’s specialisations include the purchase and sale of businesses (Business Brokerage), Mergers & Acquisitions, Corporate Finance and Private Equity. The company has become a leader in the sector, which is reflected by the fact that it is present in four continents of the world. NBB provides high-quality services that have a global impact, at the same time as giving local solutions that are based on highly-specialised methods and tools as well as on strategic partnerships and alliances with the main market operators. Confidentiality and Specialisation are two of our main Company Values.
51 to 200 staff
Stag Fund Management
STAG Fund Management, SCR, S.A. is a management company for Private Equity and Venture Capital Funds. The company is registered and subject to supervision by the Portuguese Securities Market Commission (CMVM). The funds that we manage offer a strong potential for growth and the capacity to make a difference in our society and people’s lives. These funds focus on investing private equity, from countries across the world, into Portuguese companies. These innovative and ambitious projects can change the way we live. STAG´s team of professionals have over 30 years of combined experience in dealing with private equity, corporate restructuring and corporate finance. The objective is always to optimise each project and help ensure that each one realises its full potential.
11 to 50 staff
Startup Braga
In partnership with Microsoft, Startup Braga is a leading innovation hub, designed to assist the inception and development of high potential entrepreneurial projects for international markets. We provide business pre-acceleration, acceleration, and incubation programs, as well as facilitated access to investment sources, for startups with global ambitions.
1 to 10 staff
Delsk Group Portugal
Delsk was founded in Cologne, Germany in 2008. Over the years, Delsk has established its presence by partnering with over 750 enterprises across the globe. At present, we have an expansive portfolio of real estate and investment projects located in Portugal, Ireland, Cyprus, Malta, Spain, Greece, St. Kitts, UK and the United States. Registered in Hong Kong, Delsk now has offices in Ireland, Portugal, Spain, Cyprus, Greece, Thailand, Vietnam, Japan, Korea, Russia, Malaysia, Taiwan and six locations across China. As a platform for global cross-border asset allocation and investment services, not only are we devoted to introducing overseas investment projects to our investors, we hope to attract European investors into Asia and other regions as well. As a result, we are committed to being the channel between Asia and the world and be a catalyst amongst these exchanges. COMMON MISSION Committed to becoming a global asset allocation and overseas life service platform. CORE VALUES DELSK has a team of highly qualified professionals around the world who are passionate about their work and provide high quality services to their customers. Ultimately, promoting our entire value system is the first pillar of DELSK's core values. DELSK values support our vision, shape our corporate culture and reflect our code of conduct. Corporate values are: Diligence, Efficiency, Loyalty, Sincerity, and Knowledge. CORPORATE CULTURE Corporate culture is the embodiment of the Group's core values. We respect and understand the business practices and local culture in each region we do business in order to provide local expertise and services. Our Employees fully implement our core values; embody honesty, integrity, trust, respect, teamwork, and pride in their own work.
51 to 200 staff
Sixty Degrees Sgoic S.A
A Sixty Degrees é uma sociedade gestora de fundos de investimento mobiliário fundada, em 2019, por um grupo de profissionais detentores de vasta experiência na área da Gestão de Ativos. Em função da sua experiência acumulada – ao longo de mais de 25 anos – acreditaram que havia espaço para um serviço diferenciador que desse resposta à crescente consciência dos investidores e aforradores para o valor das estruturas de gestão independentes dos grupos financeiros. Alguns dos profissionais da Sixty Degrees já foram premiados pelas mais prestigiadas entidades nacionais e internacionais, entre as quais, a Morningstar e a Associação Portuguesa de Fundos de Investimento, Pensões e Patrimónios, pelos resultados alcançados na gestão de carteiras de ações e de obrigações.
1 to 10 staff
Vogue Homes
A VOGUE HOMES é uma sociedade de gestão de investimento imobiliário, focada na rentabilização do património imobiliário e satisfação dos seus parceiros, clientes e subscritores. Ao longo destes 20 anos temos investido no segmento de habitação “premium”, com inovação, qualidade e criatividade através de um conhecimento profundo do mercado imobiliário português. Hoje o nosso espectro de atuação e investimento abrange a conceção e desenvolvimento de projetos no sector residencial e do turismo, possibilitando assim um acesso alargado, de oportunidades de investimento, aos nossos investidores e clientes. Desenvolvemos projetos onde todos os detalhes são levados em consideração, com materiais de qualidade e design inovador, projetando soluções de conforto e elegância.
11 to 50 staff
Grupo Alves Da Silva
Fundado em 1965, distingue-se pela excelência e experiência nos setores dos materiais de construção, indústria de plásticos e promoção imobiliária.
201 to 500 staff
S.D.M. - Sociedade De Desenvolvimento Da Madeira, S.A
S.D.M. – Sociedade de Desenvolvimento da Madeira, S.A. is responsible, on behalf of the Regional Government of Madeira, for the management, administration and promotion of the International Business Centre of Madeira, which comprises presently three sectors of investment: the Industrial Free Trade Zone, the International Shipping Register -MAR and the International Services. The IBC of Madeira, also known as Madeira Free Trade Zone, was created formally in the 80’s as a tool of regional economic policy. It consists of a set of incentives, mainly of a tax nature, granted with the objective of attracting inward investment into Madeira, recognized as the most efficient mechanism to modernize, diversify and internationalize the regional economy. With reduced direct and indirect taxation, adequate infrastructures, competitive operational costs, safety and quality of life, Madeira is positioned to provide international investors with a unique package of benefits, mainly of a tax nature, within a highly regulated jurisdiction. Since the beginning, Madeira’s IBC has been fully integrated in the Portuguese and E.U. legal systems and, as a consequence, it is regulated and supervised by the competent Portuguese and E.U. authorities in a transparent and stable business environment, marking a clear difference from the so-called “tax havens” and “offshore jurisdictions”, since its inception. In 2015, the European Commission authorized the new State aid regime for new companies incorporated between 2015 and 2020 and the extension of the deadline of the tax reductions until the end of 2027. Presently, S.D.M. has a team of 30 professionals working in the Madeira offices. Outside of Portugal, an efficient network of Correspondents covers the main international markets, enabling S.D.M. to better understand the specificities and particular needs of such markets and providing potential investors and consultants with a local personal contact.
11 to 50 staff
Taga Urbanic
Taga Urbanic is a Development and Investment Group which operates and specializes in the Portuguese Real Estate Market.
11 to 50 staff
Vallis Capital Partners
Vallis Capital Partners is an independent holding company focused on managing Private Equity and investment funds, fully owned by the Founding Partners. Vallis Capital Partners strategy is based on proactive ownership of its subsidiaries and a "hands on" approach, benefiting from an impressive track record of its management team and non-executive Directors. Vallis Capital Partners believes in intrinsic long-term value based on the sustained growth of its portfolio companies. Vallis Capital Partners stands for a comprehensive alignment with the interests of its Limited Partners, through the adoption of the best practices in governance for Private Equity. This alignment involves, among others, a long-term commitment to an active investor relationship and by assuming significant positions in the capital, through a General Partner.
1 to 10 staff
Coreangels Lisbon
COREangels Lisbon is a group of serial entrepreneurs and experienced angels, investing in seed and pre-seed stages in differentiated fast-growing startups that tend to solve relevant problems. Our business angels have a hands-on approach in mentoring our funded startups towards the outstanding.
1 to 10 staff
Divergent Investments
Operational excellence combined with best human and machine intelligence tools to drive alpha returns. We are an AI/Data-powered fund, that combines long-standing PE operational expertise with state-of-the-art technology. We systematise sourcing, underwriting, execution, growth & exits.
11 to 50 staff
Exclusivo Luso
A Exclusivo Luso – a maior plataforma de Investimento imobiliário Lusófono em Portugal, nasceu em Lisboa, com a missão de facilitar o investimento imobiliário da comunidade Lusófona no mercado Português. Nos tornando os parceiros certos para a compra, venda ou arrendamento de imóveis.
11 to 50 staff
Orey
Holding operacional com uma história de sucesso de mais de 125 anos, baseada numa sólida equipa de gestão, numa estratégia objectiva, num processo de investimento disciplinado e numa metodologia de geração de valor. O Grupo Orey possui um portfólio de negócios e empresas diversificado, na qualidade de investidor activo de longo prazo. Contando mais de 400 colaboradores, está presente em Portugal, Espanha, Brasil, Angola e Moçambique. A actividade do Grupo centra-se no sector financeiro e as áreas de negócio tradicionais (navegação, transportes e logística e representações técnicas) estão integradas no portfolio de um fundo de private equity, gerido pela área financeira do Operating holding company with more than 125 years of history of successful deals based on a solid management team, a focused strategy, a disciplined investment process and a value enhancing methodology. Orey Group invests diversified portfolio and a mix of minority, majority and wholly owned companies as an active, long-term investor. With more than 400 employees, it is currently present in Portugal, Spain, Brazil, Angola and Mozambique. Orey Group's business focuses on the financial sector, managing the Group's traditional business areas (shipping, transport and logistics and technical representations) through a private equity fund, managed by the Group's financial area.
201 to 500 staff
Adventure Investments
Adventure Investments is a private equity firm specializing in the areas of- Hearing and Mobility aids - Health Technology - Real Estate Over the last 30 years, Adventure owners have created and invested in numerous businesses in Europe (predominantly Portugal, Spain and UK.)
1 to 10 staff
Altavisa
Altavisa é uma sociedade gestora de patrimónios registada na CMVM e no Banco de Portugal, especializada na gestão de activos financeiros para clientes particulares e institucionais. MISSÃO A missão da Altavisa é prestar aos clientes um serviço personalizado de gestão e rentabilização do seu património financeiro, com independência e especialização, disponibilizando as soluções de investimento mais adequadas e assegurando a excelência da qualidade do serviço prestado. HISTÓRIA Fundada em 2005, a Altavisa é um projecto empreendedor que visa dinamizar o mercado financeiro nacional. A gestão dos investimentos arrancou com 3 estratégias de investimento de cariz estratégico. Em 2007 a Altavisa alargou o espectro de actuação a novos mercados iniciando as estratégias de oportunidade como o Crude x 4 e o Iene, assim como o desenvolvimento de modelos de trading automatizados como o Multidax. Em 2007 inaugurou a nova sede da sociedade mudando do Foco (Porto – Boavista) para a marginal de Matosinhos. Em 2008, estabeleceu uma parceira com o Porto Canal, produzindo todos os conteúdos do programa diário - Números e Negócios. Em 2009, iniciou a colaboração com a equipa da Revista Visão do grupo Impresa, produzindo os conteúdos da página de Investimentos no site da Visão, Em 2010, desenvolveu e iniciou um serviço inovador de gestão de carteiras, denominado gestão por objectivos.
1 to 10 staff
