Private Banking

Private Banking at Banco Finantia focuses on enhancing our clients’ financial wealth, through an approach grounded in trust and specialised support.

We support our clients in achieving their savings and investment goals, offering solutions tailored to their investor profile, return expectations, and time horizon. We aim to be your long-term partner, providing solid and independent financial advice, guided by the best practices of international private banking.

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Products and services

Explore solutions designed for those seeking security, returns, and liquidity, with a truly personalised service.

Term Deposits

Explore solutions designed for those seeking security, returns, and liquidity, with a truly personalised service.

Term Deposits
in USD

Stable returns with flexible maturities and competitive interest rates, in US dollars

Investment
Advisory

Personalised recommendations and close monitoring, based on your investor profile

Investment
Funds

Portfolio diversification with access to world-class fund management companies

Bonds

Provide periodic income, portfolio diversification, and reduced exposure to volatility

Buying and Selling
of Securities

Trading of bonds, funds, and equities in domestic and international markets

Custody Services

Safekeeping of securities and secure management of financial instruments

Foreign Currency Accounts

Liquidity management in US dollars, with simplicity and flexibility

The provision of advisory services, marketing of investment funds and purchase and sale of securities is subject to a questionnaire to assess the level of knowledge and experience and risk profile. For more information on the questionnaire, client classification, product risks, and sustainability, read the Additional Information for Customers.

Why choose our Private Banking?

Close support from specialised professionals;

Solutions tailored to your investor profile and investment objectives;

Personalised and confidential service;

Rigour, solidity, and independence in the recommendations provided;

Commitment to a long-term relationship.

Open your account online

The process is simple, fast, and hassle-free.

Open your account online in a simple, fast, and secure way, whenever and wherever you want.
Access Banco Finantia deposits and other investment solutions, with specialized support and investment solutions tailored to your needs.

Your bank, just a click away.

Contact us

By calling

+351 217 202 020

Available on working days, from 9am to 6.30pm
(call to national landline or mobile network)

Visiting our Agencies

In Lisbon and in Oporto