Were founds 7 results for your search by "investment funds"
What we do
We strive to help our clients in advising their investment and savings objectives, based on a sustained and balanced growth of their assets. This is the raison d'être of Finantia Private Banking, based on personalized, professional, discreet and confidential advising, built upon more than 30 years of experience adding value to the financial position of our clients. We provide our clients with simple and transparent solutions, tailor-made to their risk profile, return expectations, and investment timeframe. The products and services we provide cover: Term deposits and CD'sInvestment...
Securities Brokerage
We guarantee independence and efficiency in each transaction requested by our clients. We carry out securities purchase and sale orders (shares and bonds) on national and international markets. We inform clients about the market conditions for the desired operation and we negotiate the received orders under the best market conditions. Our services are available through Banco Finantia in Portugal and Banco Finantia S.A. Sucursal en España, and are provided by a senior team of qualified consultants, focused on advising your decisions with relevant details and up-to-date information, with...
Investment Funds
We place a selected range of securities investment funds at your disposal, managed by the most renowned international fund management companies. Our services are available through Banco Finantia in Portugal and Banco Finantia Spain, and are provided by a senior team of qualified consultants, focused on advising your decisions with relevant details and up-to-date information, with the utmost discretion and professionalism. For further information, we suggest that you consult one of our Personal Bankers, who will gladly help you identify the solution that best fits your investment strategy and...
Portfolio Management
Banco Finantia's Portfolio Management is responsible for the administration of financial assets, in line with the risk profile and goals of each client, presenting solutions that best fit each particular context. Our service is available through Banco Finantia S.A. Sucursal en España and with the Investment Advisory service at Banco Finantia, Portugal. We select the best products based on the independence that characterizes us. Banco Finantia S.A. Sucursal en España has an open architecture structure, which allows us to take into account the demands and needs of our clients at...
Why be a Finantia Client?
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...
About FinantiaNet
About FinantiaNet One-account only for all your investments FinantiaNet is an electronic banking platform associated with Banco Finantia's Private Banking service. You'll be able to access information about your assets quickly and securely, anywhere or anytime you see fit, from your computer or through an App installed on your smartphone. With new features and a renewed design, Banco Finantia’s homebanking platform is free of charge and is even more practical, safe and functional allowing you to consult the balance and movements of the account as well as all the inherent documentation...