Introduction to suitable Portuguese private banking providers for eligible high-net-worth clients with substantial assets.
Portugal has an established private-banking market serving wealthy individuals, entrepreneurs and families.
Current private banking includes dedicated relationship management, current accounts, cards, lending and access to investment products and international wealth services.
Private banking is intended for clients with substantial assets and more complex banking or wealth needs than an ordinary personal account.
Current private banking includes dedicated relationship management, current accounts, cards, lending and access to investment products and international wealth services.
A private bank can provide dedicated relationship management and access to banking, foreign exchange, lending and investment services.
Any investment advice is provided by the authorised bank or adviser, not Coutts Consultants through this introduction.
Private banks normally want to understand identity, tax residence, source of wealth and source of funds.
We help organise this information clearly before the introduction.
We discuss the relationship sought, review broad eligibility and make an introduction where a suitable current route is available.
The private bank makes the final acceptance decision and provides the banking or investment services.
Coutts Consultants helps eligible clients in Portugal prepare a clear application and introduces them to suitable third-party providers where available.
Timing depends on the provider, client profile and complexity of the application.
Ready when you are
Tell us what you are looking to achieve and we will help you identify the appropriate jurisdiction, structure or service.