Experience Reputation

Experience and Reputation

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BPI Private supports you with a Private Banker entirely dedicated to you and the management of your assets.

A Dedicated Private Banker

Communication and Information

Reputation and Recognition

A Dedicated Private Banker, A Specialised Team

We have a team of highly qualified Private Bankers with experience in this activity, namely in financial markets and wealth management:
• Economic and financial training.
• Access to key players in the Wealth Management industry.
• Ongoing support to find solutions tailored to your needs.

A leading institution

We are part of the CaixaBank Group, a leading international economic group:
• Leaders in the Private segment and has been distinguished by internationally recognised entities.
• Efficient and responsible business model with a strong commitment to society.

Each Client is a special case

There is no single investment solution. In fact, there are as many investment solutions as there are investors. We are here to support you, helping you achieve your goals with a strong commitment to:
• Preserving your assets.
• Creating value, with dedication, loyalty, and confidentiality.

Reports and publications

Periodically, you will receive detailed information about your investments to be analysed with your Private Banker:
• Prospects: quarterly publication on the prospects for global financial market developments.
• Analyses and periodic information on the main events and developments in the financial markets.
• Taxation: publication that provides an overview of the current tax regime, addressing the main implications for Individual Clients.

Bank Statements

Considering your overall financial and asset situation, we are prepared to provide the mandatory and optional bank statements necessary and relevant to instruct your annual income declaration.

Updated information

We are also committed to providing up-to-date information on the International Double Taxation Agreements concluded by Portugal and the conditions of their applicability to investments made abroad.

Best Private Banking in Portugal

In 2023, BPI Private was distinguished as Best Domestic Private Bank in Portugal, by Euromoney, in the Euromoney Global Private Banking Awards 2023. This distinction was awarded by a jury committee, consisting of some of the most experienced experts in this industry. Click here to find out more.
In 2022, it was elected, for the fourth time, Best Private Bank in Portugal by the magazines The Banker and PWM, of the Financial Times Group, in the Global Private Banking Awards 2022, which, for the past 14 years, have recognised excellence in the Wealth Management industry. This recognition, by leading entities in this industry, reinforces BPI's Private Banking Business Model, which places the Client experience as a top priority, based on the combination of continuous technological innovation with the personalised support of the Private Banker. Click here for more information. These awards are the sole responsibility of the awarding entity.

Best Customer Relationship Management for Private Banking in Europe

In 2023, BPI Private was distinguished in the category Best CRM for Private Banking in Europe at the Wealth Tech Awards by Professional Wealth Management (PWM), a specialised Wealth Management publication of the Financial Times Group. The Wealth Tech Awards recognise Private Banking entities that stand out for excellence in their digital transformation strategy and for their continuous innovation. BPI's leadership in the development of technological tools to improve the Customer experience and offer an increasingly personalised service was highlighted. Find out more here. These awards are the sole responsibility of the awarding entity.