
Milestones

2000
Establishment of Golden Assets
Sociedade Gestora de Patrimónios, Oporto

2000
Establishment of Golden Broker
Sociedade Corretora, S.A. Oporto

2010
Leadership in asset management
Largest independent asset management firm in Portugal

2014
Family Office Consulting Service

2015
Firts mover in financial advising service to affluent segment
Innovative service in Portugal

2015
Opening of Faro Office

2015
Award Best Financial Advisory Team Portugal

2016
1B€ in assets under management and advising

2016
Opening of Funchal Office

2018
Golden has a new image - Golden Wealth Management
and a value proposition closer to the client´s needs. Committed to you.
