Golden Wealth Management

Maior sociedade gestora de patrimónios independente em Portugal. Saiba mais em www.goldenwm.pt

General Information
Company Name
Golden Wealth Management
Founded Year
2000
Location (Offices)
Portugal
Founders / Decision Makers
Number of Employees
83
Industries
Finance, Financial Services
Funding Stage
-
Social Media

Golden Wealth Management - Company Profile

Golden Wealth Management is a leading independent wealth management firm in Portugal, operating under the corporate brand of Golden in the financial field. Established in 2000 with the launch of Golden Assets, the company has a strong presence in Oporto, Lisbon, and Funchal, with a dedicated team of 83 staff members. It provides a range of financial services including Financial Advising, Asset Management, Brokerage, Real Estate, and Corporate services. Regulated by the Securities Market Commission (CMVM) and the Bank of Portugal, Golden Wealth Management oversees assets exceeding 1.3B€ for individual, institutional, and corporate clients. The company's commitment is reflected in its slogan, "committed to you," emphasizing its dedication to acting independently to create real value and address the diverse needs of its clients. As the largest independent asset management company, Golden Wealth Management prioritizes accountability and strives to devise the present and future financial assets of its clients, with a focus on creating long-term value while meeting individual distinctive features. Golden Wealth Management emphasizes the pursuit of the best investment solutions, driven by principles of capital preservation, transparency, liquidity, orientation towards return, and independence. The company is dedicated to innovation and is focused on anticipating the demands inherent in providing high-quality service. Their purpose is to combine global asset management expertise with the passion to make a positive impact on people's lives. The firm operates in the finance and financial services industries. Currently, there is no available information regarding the company's headquarter location or its last investment and investors. The company's dedication to independence and value creation sets it apart in the wealth management sector.

Taxonomy: Financial Advising, Brokerage, Corporate Services, Capital Preservation, Liquidity, Independence, Investment Solutions, CMVM Supervision, Bank of Portugal Supervision, High-Quality Service, Innovation, Global Asset Management

Funding Rounds & Investors of Golden Wealth Management (0)

View All

There is no investment information

Latest News of Golden Wealth Management

View All

No recent news or press coverage available for Golden Wealth Management.

Similar Companies to Golden Wealth Management

View All
PKB Private Bank - Similar company to Golden Wealth Management
PKB Private Bank Swiss banking group backed by family capital at the service of private wealth
Crossinvest (Asia) - Similar company to Golden Wealth Management
Crossinvest (Asia) Wealth & Asset Management, Private Equity & Venture Capital, Family Office Services since 1985
Crossinvest (Asia) - Similar company to Golden Wealth Management
Crossinvest (Asia) Wealth & Asset Management, Private Equity & Venture Capital, Family Office Services since 1985