Paulo Soares
Relationship Manager
Paulo is a highly skilled and experienced private banker with a strong background in Finance. After graduating in International Relations from Lisbon University, Paulo went on to earn a Master in Finance from ISCTE Business School, also in Lisbon. In addition, Paulo is a certificate Capital Markets and Securities Analyst from the Corporate Finance Institute.
With over 15 years of experience in the financial industry, Paulo has a deep understanding of the capital markets and is skilled in helping clients all over the world develop financial plans and investment strategies that meet their individual needs and goals.
As a private banker, Paulo is dedicated to providing personalized financial services to his clients, including asset management, risk management, and wealth planning. He has a strong track record of helping his clients achieve their financial objectives and is committed to providing the highest level of service and support, whether you are a individual looking to grow and protect your wealth or a business owner seeking financial guidance and support.