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.