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Investment expertise
Connecting clients with investment opportunities around the world
We provide clients with a range of strategies and expertise to help them meet specific financial goals over time.
Investment expertise
Connecting you with investment opportunities around the world.
Solutions based on client need, designed to mitigate risk and capture opportunities around environmental, social and governance (ESG) issues
Our investment philosophy
Our fiduciary responsibility to you is at the heart of everything we do. We care about safeguarding your assets. Therefore, we evaluate potential investment risk as much as investment return to stay true to your objectives and constraints.
We focus on valuation, long-term risk-adjusted returns and fundamental research across all asset classes and strategies. To ensure that we deliver on our commitments, we have built out significant resources to support our teams of investment experts with sophisticated decision-making, analytics and risk management tools.
Risk Warning
The value of investments and any income from them can go down as well as up and investors may not get back the amount originally invested.
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Terms and conditions
This Site is intended for professional clients only.
This Site is only intended for professional clients who access it from Portugal and is not intended for retail clients or other individuals, nor for U.S. Person pursuant to the U.S. Regulation S.
This Site is considered as a marketing communication.
Please, note that this Site is written in English only.
Categories of clients who are considered to be professionals:
Entities which are required to be authorised or regulated to operate in the financial markets. The list below shall be understood as including all authorised entities carrying out the characteristic activities of the entities mentioned: entities authorised by a Member State under a Directive, entities authorised or regulated by a Member State without reference to a Directive, and entities authorised or regulated by a third country:
Credit institutions;
Investment firms;
Other authorised or regulated financial institutions;
Insurance companies;
Collective investment schemes and management companies of such schemes;
Pension funds and management companies of such funds;
Commodity and commodity derivatives dealers;
Locals: firms which provide investment services and/or perform investment activities consisting exclusively in dealing on own account on markets in financial futures or options or other derivatives and on cash markets for the sole purpose of hedging positions on derivatives markets or which deal for the accounts of other members of those markets or make prices for them and which are guaranteed by clearing members of the same markets, where responsibility for ensuring the performance of contracts entered into by such firms is assumed by clearing members of the same markets;
Other institutional investors;
Large undertakings meeting two of the following size requirements on a company basis:
balance sheet total: EUR 20 000 000
net turnover: EUR 40 000 000
own funds: EUR 2 000 000
National and regional governments, including public bodies that manage public debt at national or regional level, Central Banks, international and supranational institutions such as the World Bank, the IMF, the ECB, the EIB and other similar international organisations.
Other institutional investors whose main activity is to invest in financial instruments, including entities dedicated to the securitisation of assets or other financing transactions