- Established in 2000
- Supervised by CMVM and Banco de Portugal
- With more than 1B€ of assets under management and advising
- Individual, Institutional and Companies Clients
Our services help our clients to invest more wisely, with total transparency and independence.
At Golden, apart from experienced people and experts, we have a team that understands that no financial assets are built from one day to the next.
Therefore, in an independent and thorough way, we dedicate ourselves into thinking about the present and the future of your financial assets in order to create value for all of them.
With sustainable growth since 2000, Our People have played a key role in this journey.
A strategic thinker and inspiring leader, who can engage colleagues and drive change and innovation.
With a wealth of experience in leadership, he has extensive financial market knowledge and in-depth knowledge of customer concerns
His professional experience has enabled him to develop a strong problem-solving knowledge based on a common-sense and viable approach, with a special know-how in matters of legal and / or regulatory nature, always with a keen sense of the rules of compliance.
Solid analytical base combined with a thorough understanding of the functioning of the Financial Markets. In addition to being an Administrator, he has been Chief Investment Officer at Golden Assets since its establishment and is the Head of Golden´s Investment Committee.
Responsible for Golden's entire commercial structure, with extensive experience in the financial sector. Professional with strong communication skills, leadership and strategic thinking.
With the CFA certification, he is responsible for personalized financial advice to high-net worth clients, aiming to add value across the spectrum of a client's family wealth, long-term strategic planning and investment advice on a regular basis.
Certified CAIA (CAIA Association) and CFA (CFA Institute).Director of the Advising Golden Future service, promotes, together with his team, an "across the board" look at the service. Extensive experience in analyzing investment portfolios, applying its know-how and ensuring the best follow-up of our clients' portfolios.
Certified CFA, by the CFA Institute, is responsible for the implementation and monitoring of the asset allocation in all portfolios
Director of the Brokerage Service, since always professionally linked to the financial markets and Trading Rooms.
Dynamic spirit and attentive to customers' needs
Head of Equity Research, he is also the manager of Golden Equity Investments Strategy.
His Research is evaluated and studied weekly in investment committees.
Responsible for the Human Resourses, promote continuously the team spirit of Golden employees. Development and coordination of Golden Talent project, Development and Training Plans to build an organizational culture that invests in the development and well-being of Golden's employees.
Head of Fixed Income Research, producing the research necessary for making investment decisions in this asset class.
At Golden since 2005, she is in charge of the Operations Department where, together with her team, guarantees the executions and operation of all Golden´s services.
At Golden since 2006, great perseverance and dynamism associated with a strong commitment to Golden and its clients
Responsible and rigorous, attentive to the requirements of compliance rules in all aspects of the organization.
He is the support of the entire organization in terms of IT. He constantly promotes updates and knowledge sharing of new IT tools that can be included in Golden services.
In Golden since 2006, he is responsible and attentive to the financial and governance requirements of the company.