English-Speaking Investment bankers in Lisbon

I’m very appreciative for the team for all the help and support during our relocation and immigration process. We had a lot of complimentary questions around banking and investments, starting with some tax questions and dealing with banks, and they made it very personalized for the whole situation together. Everything was on time, they keep supporting us and it’s basically my number one phone number when I have some question about something. Price felt average on the market and not the main point for us, and overall very helpful over a long period and across a wide range of questions.

I initially tried for two years to open a bank account on my own, and the bank I was working with never responded. Seeking help was the best decision because their communication was fantastic and they always delivered on their promises. I appreciated their reliability and the peace of mind they provided, especially in contrast to my previous experience.

I hired Eli to help me establish in Portugal with my family - support around the residency legislation, acquiring documents, and setting up banking and other local stuff. He was very involved personally and present throughout, very, very knowledgeable about the nuances, and a good connector who put me in touch with people that helped further; we spoke Russian between us and English with the banks, and he is more than fluent. He advised me on taxation, legislation, and how to look at potential commercial activities in Portugal for entrepreneurs working worldwide. The fee and stages were transparent with no surprises, and pricing felt pretty reasonable to me.