Portugal branch

A natural pattern of development for the most Swiss of the Portuguese banks and the most Portuguese of the Swiss banks.

In 2008, after thirty years of sustained growth, Banque Privée Espírito Santo opened its first branch in Lisbon. This establishment on Portuguese soil confirms a natural move into a familiar environment. Our Bank seeks to bring to the Portuguese market rigour and commitment – two fundamental Swiss values that we apply to private-wealth management – allied with the flexibility and creativity that we have inherited through our Latin roots. Thus, with our history and experience, we can now offer our clients the best of both worlds in wealth &asset management.

O mandato Quadrifolio
One of the flagship services provided by our branch in Portugal is the Quadrifolio private-wealth management mandate. With this mandate, the choice of management style and the portfolio composition are determined through an initial assessment of the client's investment objectives, tolerance of risk, and knowledge of financial markets.