Caixa - Banco de Investimento (CaixaBI) is the investment banking platform of Caixa Geral de Depósitos Group (CGD Group), the largest Portuguese banking group and a reference in our financial system.

As part of the CGD Group, CaixaBI actively benefits from all the synergies inherent to the Group, becoming a solid partner for anyone who wants to invest nationally and/or internationally.

With a team consisting of the best industry professionals, CaixaBI has developed its activity with an architecture based on rigour and transparency transferred in the support to the customer, aiming at the best opportunities to expand their business.

A close relationship with customers is paramount to CaixaBI’s commitment to deliver quality, innovation and performance, whether being a financial advisor, or arranger and bookrunner on all kinds of capital markets operations, or yet a project finance leader.

CaixaBI’s commitment is horizontal to different product areas - Debt Capital Markets, Equity Capital Markets, Financial Advisory, Project Finance, Structured Finance, Brokerage, Corporate Consulting and Risk Management, Venture Capital and Research.

These characteristics, recognised by many analysts and substantiated by several distinctions, allows CaixaBI to position itself as a Bank of excellence in the Portuguese financial system, and a reference partner not only for Portuguese companies, but also for foreign companies with interests in Portugal.

Banking

Investment Management

Caixa - Banco de Investimento

Caixa - Banco de Investimento's headquarters in Lisbon, Portugal

Francisco Rangel

Luis Cardão

The Analysis and Research team at Caixa - Banco de Investimento (CaixaBI) focuses on providing in-depth financial analysis and market research to support decision-making processes. Comprised of professionals like Senior Analysts, Equity Research Analysts, and Investment Banking Senior Analysts, the team conducts thorough evaluations of market trends, equity performance, and investment opportunities to deliver valuable insights. Their work ensures informed strategies for clients and helps drive CaixaBI’s excellence in financial advisory, capital markets, and investment banking activities.

Analysis and Research

This department oversees organizational strategy and direction, ensuring alignment between various functions and departments.

Executive Leadership

This department focuses on assessing and reporting financial data to support decision-making and strategy.

Financial Analysis

This department focuses on nurturing and guiding key leadership roles within the organization.

Leadership Development

This department focuses on evaluating and executing merger and acquisition opportunities to enhance business growth.

Merger and Acquisition

This department focuses on selling equity products and services to clients in the retail and home brokerage sectors.

Caixa - Banco de Investimento

Org chart

Teams

Analysis and Research

Executive Leadership

Financial Analysis

Leadership Development

Merger and Acquisition

Equity Sales

Offices

Caixa - Banco de Investimento

Org chart

Teams

Analysis and Research

Executive Leadership

Financial Analysis

Leadership Development

Merger and Acquisition

Equity Sales

Offices

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