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Antonio de Andrade Rosa

Joint Country Manager

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

Articles

To Brexit or not to Brexit, that is the question

Blacktower Magazine Issue 12, page 9, Making your Money Last in Portugal

Blacktower Magazine Issue 11, page 26, 'Offshore' is no Longera Taboo Word in Portugal

Blacktower Magazine Issue 10, page 13, Portugal, the Beauty of Simplicity

Blacktower Magazine Issue 9, page 10 and 11, Expansion Program in Portugal

 

 

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