12th Webinar | Living & Investing in Portugal: Key Insights for U.S. Audience
In Collaboration with Bison Bank & UCI – União de Créditos Imobiliários
Review the session recording HERE (soon)
The 12th session of AmCham Portugal’s webinar series focused on the financial, banking, and real estate considerations that U.S. citizens should be aware of when relocating to or investing in Portugal.
Organized in collaboration with Bison Bank and UCI – União de Créditos Imobiliários, the session provided practical guidance on Portugal’s investment landscape, banking solutions for international clients, cross-border financial considerations, and the Portuguese mortgage market.
The webinar featured Nuno da Rocha Correia, Managing Director at Bison Bank, and Paulo Morais, Partnership Manager at UCI, who shared insights into the opportunities and challenges faced by American residents and investors in Portugal.
Key takeaways from the session:
Portugal remains highly attractive for U.S. residents and investors
The speakers highlighted Portugal’s combination of quality of life, safety, international connectivity, healthcare, education, and access to the European market as key factors driving continued interest from American families, entrepreneurs, and investors.
Financial planning should start before the move
Participants were encouraged to prepare their banking, tax, and investment strategy before relocating, particularly regarding international transfers, asset structuring, and cross-border financial management.
Banking solutions for international clients are increasingly sophisticated
The session explored how Portuguese banks are adapting their services to meet the needs of international clients, including multi-currency operations, investment solutions, and support for non-resident customers.
Property acquisition requires understanding local financing options
UCI provided an overview of the Portuguese mortgage market, explaining financing conditions, typical loan structures, and the factors that banks consider when evaluating mortgage applications from foreign buyers.
Investment decisions should consider both Portuguese and U.S. implications
The speakers emphasized the importance of understanding the interaction between Portuguese and U.S. financial and tax frameworks when making investment decisions.
Portugal continues to position itself as a gateway to Europe
Beyond lifestyle considerations, the webinar highlighted Portugal’s strategic role as an entry point for U.S. individuals and businesses seeking access to European opportunities.
The session concluded with a Q&A discussion, allowing participants to explore practical questions related to relocation, investment planning, banking, and real estate financing.
AmCham Portugal thanks Bison Bank, UCI, and all participants for contributing to another insightful session of the webinar series.
