Paulo Santa Marta, Partner and Managing Director of Beka Finance's Investment Banking Division, explains Beka Finance's work in Portugal and Spain, as they have similar economic and social views.

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Beka Finance´s purpose within the Iberian Peninsula

We work both in Portugal and Spain, because of their similar economic and social points of view, and also by the way they are governed.

Consumer needs are also very similar in both countries. Therefore, it is normal for an investment bank or a financial entity, that aims to provide services in Portugal and Spain, to apply similar solutions for them.

Beka Finance is based in Madrid, how does it operate in Portugal?

Beka Finance has had a Portuguese customer base since its inception. In 2020, we took the initiative to open an office in Lisbon, exclusively to serve our Portuguese clients. The vast majority of our clients are in Lisbon and Porto, although we also have some clients from other cities.

The office has a professional team with several product specialists, who have the full support of our product team in Madrid, advising clients both in Lisbon and Porto, as well as in Bilbao, Valencia and Barcelona.

The office has a professional team with several product specialists, fully supported by our product team in Madrid, advising clients both in Lisbon and Porto, as well as in Bilbao, Valencia and Barcelona.

What do Beka Finance's customers in both countries look for and expect?

Our clients, in Portugal and Spain demand innovative and optimized solutions for the problems they face. This is achieved not only by the geographic proximity, but also by our commitment to provide our clients excellence in our services and the expertise that our product teams possess. This is part of Beka Finance’s DNA.

Paulo Santamarta, Partner and CEO - Beka Finance Sociedad de Valores
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