Wealth & finance International - Wealth & Money Management Awards 2015

Wealth & Money Management Awards 2015 12 Banco Comercial Portugues S.A. Best Private Bank - Portugal Millennium bcp 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. We spoke to them, to find out more about their expertise and the services they provide. Company: Millenniumbcp Private Banking Name: Vasco Rebelo de Andrade Email: [email protected] Web Address: millenniumbcp.pt Address: Rua Augusta 84 – 110 -053 Lisboa 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, management style, etc. We advise and manage clients’ assets in a simple, independent and transparent manner. We offer a structured open architecture and diversified portfolios with the goal of achieving sustainable long term performance. Our specialized asset allocation and manager selection teams have a reliable track record of adding genuine value to our service to clients. Client focus, trust, independence, excellence and responsibility are the building blocks of our service philosophy. We listen to our clients and de- vise an investment strategy to support their objectives; we build a lasting relationship based on trust, privacy and discretion; we tailor our service to client circumstances and requirements; and we respond to changing financial needs and follow and implement banking innovations. Furthermore, we continuously evaluate our services and strive to im- prove and enhance their effectiveness in order to increase the involve- ment with our existing clients. Simultaneously, we will continuously gather client information and improve our segmentation to target new clients – enlarging the client base. In the current environment of ultra low interest rates we will continue to search for diversified solutions that may help our clients preserving and growing their wealth without taking on board unnecessary market or liquidity risks. Our advice is always expressed through personalised investment pro- posals prepared by an investment specialist. We also offer discretionary mandates that provide robust investment solutions in which we apply our tactical asset allocation and manager selection expertise in order to allow clients to 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. As for the culture in our company, respect for others is a principle that inspires us. We are a responsible actor in society and believe that our existence only makes sense if we contribute to the common good. We seek to see the world through our clients’ eyes because we aspire to satisfy all their investment needs. We strive to deliver the best products and services and we persistently seek new solutions, as long as these are better solutions. Above all, we want to develop lasting relationships. The trust of our Clients is our most valuable asset, the one true tribute to our performance and that constantly drives us.

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