Bluemint Investment Advisors

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About us

Bluemint Investment Advisors (BIA): is a regulated Investment Consultancy Company (SCI)* focused on the provision of tailor made investment solutions from a wealth management and private banking perspective, which includes investment solutions and portfolio advice, wealth succession, life assurance, asset finance and philanthropy strategies to HNWI, Family Offices and Institutional Investors.

Established in 2008, BIA is the first SCI regulated by CMVM in Portugal, and offers its clients an integrated set of capabilities covering a variety of investment consultancy services, combined in order to provide the best of breed investment guidance.

TAILOR-MADE SOLUTIONS

Structuring tailor-made solutions according to the client’s requirements. Know your client, Suitability tests, Risk tolerance analyses, and Investment/time period, are the fundamental principals in the development of an investor profile.

CLIENT FOCUS

Our focus is to service our clients, we put our knowledge and strong relationships with the market agent to work on behalf of our clients.
We work with an open-architecture approach to find the best solution in the market.

CLIENT ATTENTION AND PRIVACY

We esteem the clients‘ privacy and hold a very high degree of confidentiality.

EFFICIENCY

We constantly strive for superior efficiency levels, while not compromising growth, reputation or client service.


*The SCI main focus is to provide investment consultancy services on financial instruments, and to receive and convey orders on behalf of third parties. SCI’s are regulated by the Portuguese stock market regulator CMVM.
Bluemint Investment Advisors registration number with the CMVM: 330