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Wealth & Money Management Awards 2015

Millenniumbcp

Millenniumbcp is one of the 2015 winners of Wealth & Money Management Awards at Wealth & Finance.

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About Millenniumbcp

Best Private Bank – Portugal

Millenniumbcp is Portugal’s biggest private-owned bank with a relevant market share in the local banking industry. It is also a reference institution in Europe and Africa, through its banking operations in Poland, Switzerland, Mozambique and Angola. All these operations trade under the Millennium brand.

In the Private Banking/Wealth Management business we strive to build long term relationships with clients and to provide financial services that are tailored to individual needs. This explains why each Advisory or Portfolio Management client benefits from a dedicated Private banker and Investment Specialist, both committed to deliver banking services and investment solutions based on a suited risk profile and on extensive diversification – asset class, geographical, style of management, etc.

Client profiling is the basis of our investment services: investment advisory and discretionary management. Our investment advisory service is based on a regular dialogue between clients, private bankers and investment specialists. Our advice is always expressed though personalised investment proposals prepared by an investment specialist. We also offer discretionary mandates that provide investment solutions where we apply our tactical asset allocation and manager selection expertise in order to provide a robust solution where clients can benefit from the market performance within a framework of risk control. We put risk management at the core of our investment strategies, constructing portfolios around the most relevant definition of risk: the maximum expected loss that a client can tolerate within a specific investment horizon.

We always advise and manage clients’ assets in a simple, independent and transparent manner and we offer a structured open architectures and diversified portfolios with the goal of achieving sustainable long term performance.

Contact:

Vasco Rebello de Andrade, Head of Private Banking

[email protected]

www.millenniumbcp.pt

Millenniumbcp Banco Comercial Português, S.A.

Rua Augusta, 84 / Piso 3,

1100 – 053 Lisboa,

Portugal

+351 211 147 220

 

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