At Bison Bank, Investment Advisory aims to deliver a strong value proposition to sophisticated clients by combining expertise in financial planning, investment management, and banking execution.
Investment Advisory
Our team leverages an extensive network of international partners, enabling us to enhance the efficiency of customers’ wealth planning and access global financial solutions.
Our investment approach incorporates a global view of financial markets, identifying both tactical investment opportunities and long-term prospects.
What sets us apart
- Dedicated investment advice
- Planning and building customized portfolios
- Active monitoring and regular reviews
- Efficient order execution
- Global vision for both tactical and long-term investments
- Onboarding for obtaining Golden Visa
- Custody of financial assets
Investment Advisory is not a transactional service, but a strategic partnership. Our approach is centered on building a close relationship with each customer, supporting them throughout all phases of the investment cycle.
At Bison Bank, investment strategies are customized and structured across three profiles, Conservative, Moderate, and Aggressive, aligning risk, return, and investment horizon.
Regardless of the profile, this classification is not static. Our approach is dynamic, with regular strategy reviews to ensure continuous monitoring and adaptation to each customer’s needs, as well as to evolving financial market conditions.
We align each customer’s profile with tailored solutions to meet their challenges and objectives in Portugal, through an approach grounded in proximity, confidentiality, and continuous support across the different stages of their financial life.
Need more information?
Contact us
(national landline network – working days from 9 AM to 6 PM)