Founded in 1989, SIS - Sociedade de Investimento, S.A. is one of Portugal's oldest independent financial companies. The firm operates under the supervision of the Bank of Portugal and the CMVM (Portuguese Securities Market Commission). Its core mission is to provide specialized financial services based on principles of independence, integrity, and client proximity. The company's main business areas are Asset Management (including portfolio and fund management), Financial Intermediation (executing orders on financial instruments), and Corporate Finance (advising on mergers, acquisitions, and capital market operations).

Founded in

Switzerland