Fernando Santos

Fernando Santos Email and Phone Number

Client Relations Manager | Casa de Investimentos - Gestão de Patrimónios, S.A. | European Financial Advisor, EFPA @ Casa de Investimentos - Gestão de Patrimónios, SA
carvalho, braga, portugal
Fernando Santos's Location
Greater Braga Area, Portugal
Fernando Santos's Contact Details

Fernando Santos work email

Fernando Santos personal email

n/a
About Fernando Santos

WE ARE VALUE INVESTORSWe seek to contribute to greater financial security for our Clients.Our goal is to protect purchasing power in the long term.Wealth only exists when there is money to pass from generation to generation.“Price is what you pay; value is what you get ”- Warren BuffettPrivate Banker for 20 years (1998 - 2018), with experience in managing Private, HNW and UHNW Clients.Focused on building long-term and highly trusting relationships, as a result of dedication, loyalty, availability, quality of service and total transparency.

Fernando Santos's Current Company Details
Casa de Investimentos - Gestão de Patrimónios, SA

Casa De Investimentos - Gestão De Patrimónios, Sa

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Client Relations Manager | Casa de Investimentos - Gestão de Patrimónios, S.A. | European Financial Advisor, EFPA
carvalho, braga, portugal
Website:
casadeinvestimentos.com
Employees:
15
Fernando Santos Work Experience Details
  • Casa De Investimentos - Gestão De Patrimónios, Sa
    Client Relations Manager
    Casa De Investimentos - Gestão De Patrimónios, Sa Mar 2018 - Present
    Portugal
    - Development and monitoring of the Client portfolio at national level- Provide detailed information on investment portfolios and their assets
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  • Bankinter
    Deputy Director / Senior Private Banker
    Bankinter Apr 2016 - Mar 2018
    Porto, North And Center Of Portugal
    - Monitoring and transfer of the existing portfolio in the Barclays-> Bankinter transition process, achieved without losses - Development of a new Client portfolio in co-work with 11 Bankinter branches in the Center of Portugal- Full responsibility for monitoring, management and development of Bankinter branches Clients with assets> 1.0M €, - Full responsibility for attracting new Clients with assets> 1.0M € and allocating them to the branch of the geographical area
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  • Barclays Wealth Management
    Deputy Director / Senior Private Banker
    Barclays Wealth Management Apr 2010 - Mar 2016
    Porto, North And Center Of Portugal
    - Barclays Deputy-Director from Apr/2010- As temporary deputy head of the Porto office, I represented the office in various training sessions and seminars held at Barclays headquarters in London and at Barclays Suisse (Geneva)
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  • Barclays Wealth And Investment Management
    Senior Private Banker
    Barclays Wealth And Investment Management Nov 2005 - Mar 2010
    Porto, North And Center Of Portugal
    - Management, monitoring and development of a portfolio of high net worth Barclays Clients from North and Center branches (Flying Private Banker) and subsequent transition of that portfolio to Private Banking- Member of the Private Banking Porto team investment committees- Total autonomy for analysis, screenning and building of portfolios, adapted to the needs of each Client, without restrictions
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  • Millennium Bcp
    Senior Private Banker
    Millennium Bcp Apr 1998 - Nov 2005
    Porto, North And Center Of Portugal
    - from 2004 to 2005 - International Private Banking through a bank subsidiary, with Clients in North and Center of Portugal- from 2001 to 2004 - Build of new Clients portfolio - integration of high net worth BCP branches Clients in Private Banking (North of Portugal) - from 1998 to 2001 - Management, monitoring and development of high net worth Clients portfolio, mainly in the Porto region
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  • Millennium Bcp
    Assistant Private Banker
    Millennium Bcp Aug 1990 - Apr 1998
    Porto, Portugal
    - Direct support to the Director and 4 Private Bankers- Customer Service and administrative tasks- Creation and implementation of commercial and management control maps- Operational tasks related to commercial activity and customer portfolio management - Analysis, research and report on investment offer
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Fernando Santos Skills

Investimentos Mercados Financeiros Risco Financeiro Mercado De Capitais Renda Fixa Derivativos

Fernando Santos Education Details

  • Ieb
    Ieb
    Programa De Especialización - Asesoramiento Financiero. Efa®
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  • Garcia De Orta
    Garcia De Orta
    Ciências

Frequently Asked Questions about Fernando Santos

What company does Fernando Santos work for?

Fernando Santos works for Casa De Investimentos - Gestão De Patrimónios, Sa

What is Fernando Santos's role at the current company?

Fernando Santos's current role is Client Relations Manager | Casa de Investimentos - Gestão de Patrimónios, S.A. | European Financial Advisor, EFPA.

What is Fernando Santos's email address?

Fernando Santos's email address is fs****@****ter.com

What schools did Fernando Santos attend?

Fernando Santos attended Ieb, Garcia De Orta.

What skills is Fernando Santos known for?

Fernando Santos has skills like Investimentos, Mercados Financeiros, Risco Financeiro, Mercado De Capitais, Renda Fixa, Derivativos.

Who are Fernando Santos's colleagues?

Fernando Santos's colleagues are Eliana Ascanio, Emilia O. Vieira, Jorge Martins, Igor Vieira, Vanessa Vieira, Ricardo Fernandes, João Fontes.

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