Elite Crest Banking

Elite Crest Banking is a leading private banking institution based in Lisbon, Portugal, offering bespoke financial services to high-net-worth individuals, families, and corporations across the Iberian Peninsula. Founded in 2019 by banking veteran José Marques, the bank focuses on wealth management, investment strategies, estate planning, and international financial services. Elite Crest Banking is known for its high-touch, personalized approach, ensuring that each client’s financial goals are met with tailored solutions.

The bank provides a wide range of services, including private wealth management, tax planning, luxury financing, and global investment opportunities. Elite Crest Banking has gained a strong reputation for its ability to manage complex financial portfolios, including real estate and private equity investments across Europe. A standout success for the bank was managing a €100 million investment fund for a family office, optimizing their assets across real estate, bonds, and international equities.

Elite Crest Banking operates with values of discretion, innovation, and excellence. In 2023, the bank reported assets under management (AUM) of €600 million, with revenues of €60 million. Looking forward, Elite Crest Banking plans to expand its presence in international markets and enhance its digital banking capabilities, solidifying its position as a top private banking institution in Southern Europe.