THE BANK

More than a bank.

More than just a bank, a bank with an economic and social role, committed to defending social, economic and environmental sustainability and contributing to the country's prosperity. 

Mais do que um banco, um banco com um papel económico e social.

Who we are.

Founded in 1844, Banco Montepio is the oldest Portuguese financial institution, unique in the national financial panorama due to its origin and mutualist foundation. A universal, intergenerational, interclass and multicultural bank, providing financial services to private customers, companies and institutions in the social sector, at all stages of their life cycle.

Our mission.

Make a difference in the lives of each person, families, companies and social economy institutions in order to actively contribute to a more conscious and supportive present, and cooperate in building a more sustainable future for future generations.
Mais do que um banco, um banco com um papel económico e social.

Our values.

With a long path covered and with humanistic values, since 1844. Democracy, freedom, independence and solidarity are mutualist principles, which are at the genesis of this 100% Portuguese bank with mutualist inspiration. And there are values that are in our identity, in our culture, and in our brand – that guide us every day, in every action and decision – and that help us fulfill our purpose. 

  • Proximity, every day.
  • Trust, since 1844.
  • Solidity, a commitment.
  • Transparency, an attitude.
  • Tradition, in our legacy.
  • Innovation, in our blood.
  • Inclusion,  in our soul..

So much, in a single brand signature: Values that Grow with You.

Mais do que um banco, um banco com um papel económico e social.

Banco Montepio in Portugal and the World.

 Banco Montepio serves more than 1.3 million customers in mainland Portugal, the Autonomous Regions of Madeira and the Azores, and throughout the world. Headquartered on Rua Castilho, in Lisbon, the institution has a network of more than 200 branches nationwide and representation in France, Germany, Switzerland, Canada and the United States of America, in the cities of Paris, Frankfurt, Geneva, Toronto and Newark, respectively, to support Portuguese communities.

Our people.

We are a bank with the soul of people and these are our people and their stories. The people who work every day to make a difference in your life. Now, you can get to know them even better.
Learn more

Recognition.

The best recognition comes from the market, which we have tried to serve in the best way possible for almost two centuries. We receive these recognitions with great humility, and with the commitment that we will seek to be better every day. Thank You!
O melhor reconhecimento é o do mercado, a quem procuramos servir da melhor forma possível, há quase dois séculos.

2023

Superbrands

Banco Montepio is a Superbrands, for the 14th time. Attitude and determination don't depend on lucky numbers. Throughout our 179 years, we have been strengthening the value of our brand, which results in consumer recognition. We will continue to be here, alongside families, businesses and social economy entities. This prize is the sole responsibility of the entity that awarded it.

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O melhor reconhecimento é o do mercado, a quem procuramos servir da melhor forma possível, há quase dois séculos.

2023

Escolha Acertada by DECO Proteste

"Escolha Acertada " Award in the categories of Mortgage Credit with associated sales and without associated sales. These awards are the sole responsibility of DECO Proteste, which analysed the offer of 13 credit institutions for a scenario of €200,000 of financing / guarantee of 80%. The associated sales considered were domiciliation of maturities, life and multi-risk insurance, debit and credit cards, and domiciliation of payments. Data collected as of March 2023.

 

O melhor reconhecimento é o do mercado, a quem procuramos servir da melhor forma possível, há quase dois séculos.

2023

Escolha do consumidor

Banco Montepio's Mortgage was elected as the consumer's choice. This award stood out for its good results, obtaining a Satisfaction level of 81.66% and a Recommendation level of 83.06%. The bank stood out among consumers in the following categories: "Trust in the bank"; "Detailed explanation of products"; "Ease in the delivery of documents"; "Flexible credit term" and "Manager's availability to handle the process".

This prize is the sole responsibility of the entity that awarded it.

O melhor reconhecimento é o do mercado, a quem procuramos servir da melhor forma possível, há quase dois séculos.

2023

Cinco Estrelas 2023

We are five stars in the category of Sustainable Banking. Distiction awarded by Cinco Estrelas consulting firm. More information at www.cinco-estrelas.pt. 

Banco Montepio wins the 2023 “Cinco Estrelas” award, in the Banking – Sustainability category with an overall satisfaction of 80.1%.

This Prize is the sole responsibility of the entity that awarded it. Cinco Estrelas consulting firm implementeted the “Cinco Estrelas” methodology Banco Montepio between June and September 2022, with the involvement of  1280 consumers.

O melhor reconhecimento é o do mercado, a quem procuramos servir da melhor forma possível, há quase dois séculos.

2022

Company with the best corporate reputation

Banco Montepio is one of the 100 companies with the best corporate reputation in Portugal and appears in the 56th position. According to the description of the ranking, Merco is the benchmark corporate monitor in Latin America that evaluates the reputation of companies since 2000. It is a reputational assessment tool launched in 2000, based on a multi-stakeholder methodology composed of six assessments and more than twenty sources of information. This distinction is the sole responsibility of the entity that awarded it.

O melhor reconhecimento é o do mercado, a quem procuramos servir da melhor forma possível, há quase dois séculos.

2021

Pioneers in de-carbonization in banking

In 2021, Banco Montepio and Associação Mutualista received the Green Fleet of the Year award from Fleet Magazine. This category distinguishes the business project to improve the energy efficiency of its car fleet. This recognition follows the Montepio Group having started, in 2019, a process of replacing the fossil fuel car fleet of the various companies with a green fleet, positioning itself as the first financial group Portuguese to decarbonize. This prize is the sole responsibility of the entity that awarded it.

O melhor reconhecimento é o do mercado, a quem procuramos servir da melhor forma possível, há quase dois séculos.

2021

Activist in sustainable development

APEE – Portuguese Association of Business Ethics distinguished Banco Montepio by awarding an honorable mention in the "Community" category, recognizing the implementation of good governance policies and models during 2021, which create value for its stakeholders and actively contribute to sustainable development. This prize is the sole responsibility of the entity that awarded it.

O melhor reconhecimento é o do mercado, a quem procuramos servir da melhor forma possível, há quase dois séculos.

2020

Mortgage loan campaign distinguished

Banco Montepio's mortgage loan campaign won three distinctions in the last 2020 edition of the Lusophone Creativity Awards. The awards were received in the following categories:

 

TV & Cinema – "TV Movie" and "Campaign"

Digital - "Film for Web"

This prize is the sole responsibility of the entity that awarded it.

Banco Montepio.

More than a bank, the bank of all people's causes.