The company has held its first global convention in Portugal, a strategic gathering that brought together its leadership and teams from different countries to reinforce a shared vision, align growth plans, and position Portugal as one of the key markets in its European expansion.

Maceira (Portugal), January 2026.
On January 8 and 9, SafeBrok held a strategic convention at the Hotel Golf Mar, marking a turning point in the group’s evolution and reinforcing Portugal’s role as one of its key markets in Europe.

The event brought together more than 60 professionals from Portugal and Spain and forms part of the company’s first global convention, taking place in January across three locations — Portugal, Spain, and Mexico. This initiative lays the foundations for a new phase of coordinated growth on both sides of the Atlantic.

Global leadership and a shared vision

The convention was attended by the global board of SafeBrok, including Daniel Suero Alonso, President & CEO of SafeBrok; Eva Benítez, Investment Director; and José Gonçalves, Managing Director of SafeBrok Portugal, along with other key strategic leaders.

Over the course of two days, the company shared corporate updates, commercial developments, and a long-term vision aligned with its five-year strategic plan. The agenda also addressed the main lines of the group’s technological evolution and the role that innovation and artificial intelligence will play as drivers of efficiency, scalability, and enhanced client experience.

Building culture, aligning teams, and thinking globally

Beyond the strategic agenda, the convention had a clear objective: to build SafeBrok’s culture, strengthen cohesion among international teams, and consolidate a global brand mindset. To this end, the program included two team-building sessions—one musical and one experiential—designed to reinforce the human connection among the professionals who make up the network.

“Portugal is a strategic market for SafeBrok. Here, we are not only looking to grow in numbers, but to consolidate a different way of understanding financial advisory services: closer, more transparent, more digital, and with a truly international vision,” representatives of the organization stated.

Portugal: stability, trust, and growth

Looking ahead to 2026, SafeBrok expects Portugal to experience a year of stability and growth, both in the expansion of its professional network and in the number of clients who trust the firm to plan and invest their assets. This growth is supported by a model that combines expert advisory services, a long-term wealth perspective, and a strong commitment to innovation, without losing the human element that defines the company.

The event was also supported by Lazard and Propifi, global sponsors of the SafeBrok conventions, who are accompanying the group in this new phase of consolidation and international expansion.

A starting point for a new chapter

The convention held in Portugal is part of a series of international meetings that will continue in the coming weeks, reflecting the transformation currently underway at SafeBrok. For Portuguese clients and investors, this gathering confirms the strength of the project, the alignment of leadership, and the ambition to build a modern, reliable, and globally scaled financial ecosystem, connecting Portugal with Europe and the Americas.

With this milestone, SafeBrok reaffirms its commitment to the Portuguese market and strengthens its positioning as a strategic partner for those seeking to invest with sound judgment, professional guidance, and an international outlook.