INSTITUTIONAL

INSTITUTIONAL CUSTODY

Our staff’s experience and our structure’s flexibility and quick responsiveness ensure a high quality service

As a Custodian Bank, we offer Institutional Clients (Asset Management Companies and Investment Funds) our know-how in market securities and real estate, complemented with our ability to structure the most appropriate solutions to each situation.

Our commitment to a quality service is reflected in a personalized approach to each management company and their investment funds.

  • PARTICIPANTS

    Rigor guarantee

    Detailed information

    Personalized service

  • CUSTODIAN BANK

    A team of dedicated professionals

    Active monitoring of transactions

    Regular and on-going information requests

    Flexibility in answering requests from Asset Managers

    Competitive set of related financial intermediation services

  • ASSET MANAGEMENT COMPANY

    Detailed analysis of transactions

    Speed of response

    Experienced partners

  • EXPERIENCE

    • We have been offering Custodian Bank services for over 10 years

    • Extended Set of Funds under Custody: Depository of over 45 Investment Funds

    • Diversified Clients: we work with a wide range of independent asset management companies

  • QUICKNESS

    • Permanently dedicated decision-maker staff

    • Simplified hierarchical structure, allowing for a close monitoring from the Bank’s board and fast response times

    • Efficacy

  • FLEXIBILITY

    • Detailed analysis of non-routine operations

    • Analysis of complex solutions by Multidisciplinary teams

    • Development of tailor-made solutions

    • Customer knowledge and proximity

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Informação Legal

O Banco Invest S.A. é uma instituição registada no Banco de Portugal com o código 0014 e na Comissão de Mercado e Valores Mobiliários sob o n° 0141.
Para qualquer informação adicional, contacte-nos pelo telefone 800 200 160 (gratuito) ou por email.

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