Our People

Antonio de Andrade Rosa

Role

Associate Director

Location

Portugal-Lisbon

Previous Experience

Antonio is a highly experienced senior executive with a successful, 30+ year, career in various challenging industries. He has particular interest in the financial and legal software industry, having worked in the UK financial centre for some 20 years. 

Managing Director:  Estoril Italia Lda. 1998 to 2013

Managing Director:  Resolution Group Plc. (London, UK) 1989 to 1996

Areas of Expertise

Antonio brings a different dimension to financial planning. When assessing the financial needs and objectives of his clients, and devising appropriate investment strategies, he is able to draw upon a wealth of knowledge of the business world.

He believes that long term financial planning is not a single dimension, neither is it confined to national borders. It is , he says, a series of interconnecting monetary requirements that international clients demand.  

Excellent financial solutions require modern day advisers to be fully conversant with the business world and not just narrowly focused on financial products and the epicentre is sound advice.

  • Retirement & private saving solutions
  • Sucession planning
  • Discretionary wealth management
  • Tax planning
  • Pension/QROPS transfers

The above is not an exhaustive list but indicative of Antonio’s’ approach to provide a 360º financial partnership for today’s requirements and tomorrow’s challenges. Unpredictable global events can have a negative impact on investor confidence. However, short term declines should not detract clients from investing in the financial markets for long term financial planning.

Antonio says that there is no single panacea to all our financial woes but his commitment is in the design of bespoke investment strategies to stand the test of time.

Qualifications/Accreditations

Chartered Institute of Securities & Investments Level 3 Certificate (Wealth Management Planning)

HND Business Studies

IBM Development Program

Microsoft Centre of Excellence 

Memberships

CISI (Chartered Institute for Securities & Investments)

IFP (Institute of Financial Planning)

Royal British Club

Contact Antonio

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