# Baluarte Wealth Advisors

Baluarte Wealth Advisors is a Bank / Wealth / Trust based in Lisbon, Portugal.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Lisbon, Portugal
- **Region:** Europe
- **Address:** Lisbon, Portugal
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** www.baluarte-sci.com
- **LinkedIn:** https://www.linkedin.com/company/baluarte-sci

## Regulatory record

- **Reports private funds:** No

## About

We help individual investors, families and institutions protect their wealth and achieve their financial goals. | We help individual investors, families and institutions protect their wealth and achieve their financial goals.

## Questions

### What does the SCI structure mean for Baluarte Wealth Advisors' investment mandate?

A Sociedade de Consultoria para Investimentos is authorized by Portugal's CMVM to provide investment advice and to receive and transmit client orders concerning financial instruments. It cannot hold client assets, exercise discretionary portfolio management authority, or operate its own investment funds. For Baluarte, this means every transaction requires explicit client instruction, and the firm's role is confined to analysis, recommendation, and execution facilitation.

### Can Baluarte Wealth Advisors serve clients outside Portugal?

Under MiFID II passporting rules, a Portuguese SCI can provide cross-border advisory and order-transmission services into other EU and EEA member states by notifying the CMVM and the host-country regulator. Whether Baluarte actively exercises this passport is not publicly disclosed, but the legal mechanism exists for it to advise clients in jurisdictions such as Spain, Luxembourg, or France without establishing a physical presence.

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Last updated: 2026-06-03T20:00:00.000Z

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