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Wealth Management

BNP Paribas Private Bank Portugal offers a wide range of products and services designed to help solve the financial and wealth-management problems of large business families and private investors. At each stage of your life we can provide you with a global approach to the management of your assets not only from a financial but also from a tax and legal perspective, with the emphasis on personalised advice and management.


Investment Advisory Services

Clients benefit from the expertise of BNP Paribas Private Bank Advisory Desk specialists who offer updates on financial markets information, ongoing investment and trading recommendations on forex, stock, bonds as well as access to high value added products such as structured products, hedge funds and private equity investments.

- Portfolio management Services
The private banking arm of BNP Paribas provides its clients with a personalised portfolio management service. The portfolios are based on client risk return relationships and are specially designed to meet clients' personal investment profiles and portfolio management objectives.

A dedicated team manages the clients' portfolios and benefits from the full support of other professionals within the bank's international network.

- Mutual Funds
Thanks to the recommendations of the BNP Paribas Private Bank Investment Funds Advising Team, our customers are able to participate and benefit from the success of Parvest, BNP Paribas in-house umbrella fund and many others mutual funds.

Corporate Advisory

BNP Paribas Private Bank provides a full spectrum of advisory services especially designed to assist industrialists, entrepreneurs and their close relatives through the complex process of the business transmission and to maximise the value their wealth.

Tax and estate planning

The private banking arm of BNP Paribas assists its clients in finding the optimal way to hold and transfer their assets.

Trust services

The wealth-management services of BNP Paribas Private Bank can set up specific structures for holding clients' assets, such as foundations, trusts and offshore companies, in order to facilitate the smooth transfer of assets, the distribution of income to future generations and protection against economic and political risks.

Wealth diversification

- Advising on property ownership -
- Advising on country land ownership
- Advising on works of art

Credit and Banking Services

BNP Paribas Private Bank provides a broad range of credit facilities such as leveraged portfolios, option trading and loans to meet clients' specificic needs.


Should you need further details or have any questions please feel free to contact our BNP Private Bank Lisbon Branch.
Phone: +351 21 791 02 36

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