Lisbon Family Office was founded in 2019 by Francisco Magalhães Carneiro after a long and successfull career in a Highly praised Portuguese Private bank.
Our goal is to create an investment advisory firm that makes life simpler and better for our clients.
The world is a noisy place, we don't have to look at everything. We know what works and we just stick to that.
Our clients are aligned with us and want more.
Our mission is to provide massive value to our customers.
More than 30 years of experience in the industry gives us a competitive advantage against other companies in this business. Constant focus on the choice of the most relevant information for the decision making. Use of proprietary research and technology as a source for the recommendations.
Working in the Financial Industry since 1988. Visited more than 3000 Hedge Funds and invested in more than 500. Part of the first Private Banking team of BPI. Created the Economic Studies Department and the Structured Products Team of BPI.
Managing Director of BPI at the age of 33 in August 2000.
March 2002 to May 2009: Executive Board Member and CIO of BPI Asset Management, BPI Pensions and BPI Life Insurance. Responsible for the creation and management of the whole Hedge Fund business of BPI - $835m.
September 2000 to 2019: Head of Alternatives at Banco BPI. Full sitting member of the Private Banking Investment Committee and BPI Suisse Investment Committee.
2019 to Present: Founder and Managing Partner of Lisbon Family Office. Investment Committee Member of a Hedge Fund in São Paulo, a large Fund of Funds house in London and for Optimize LFO PPR OICVM Leopardo and Optimize LFO RISE US Equities Fund.
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Joined Lisbon Family Office in 2019 as Research Engineer.
Investment Committee Member of Optimize LFO PPR OICVM Leopardo and Optimize LFO RISE US Equities Fund.
Previous work experience with internships in Management Consulting at Bain & Company, in Private Equity at Advent International and in Electrical Engineering at Siemens.
Integral Part of the Portuguese National Rugby Team from U16 to U20, and captain in two European Championships. 23 IRB/FIRA official test matches played. 2013 U20 IRB Junior World Trophy in Chile and in five European Championships FIRA/AER. Member of the Senior Elite Academy at 17 and of the Portuguese Olympic Project.
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