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Asset Management

Creating value through a synergic combination between the teams’ local expertise and a dynamic, flexible and balanced management

The Asset Management activity at the Bank has over a decade of history. The successful results are based on the values of Specialisation, Agility and Transparency. 

The Bank manages and distributes two investment profiles through several different vehicles - individually managed accounts, unit links and an investment fund – and permanently adjusts its allocation to the risk present in the global context. The stock selection is global but tends to be focused on the markets in which the Bank has a local presence and can take advantage of the knowledge it has accumulated. This includes not only Portugal and Spain but also UK, Pan Europe, Brazil, Poland, India, among others. 

The Asset Management activity manages investments for close to a thousand Clients - individual and institutional accounts.