In one extract, consolidate monthly information about the evolution of your investments.
You can rely on your financial advisor to answer any question you have in the decision-making process of investment
The best investment opportunity identified by Golden
Your financial advisor is available to provide guidance in market events that may impact your portfolio.
- BY ASSET CLASSES - BY GEOGRAPHIES - BY FINANCIAL INSTITUTION
- of the products you have
- the detractors of peformance
- the most efficient
- total exposure - deviations from your proflie - market events alerts
The contributions by asset classes and products
From an aggregate perspective
- to choose another alternative - in your bank or other - more efficient solutions and less expensive
- allocation by asset class - choose the correct products
-Aligned with your allocation profile;
-To have access to carefully selected counterparts;
-To monitor and understand the impact on your investments;
Service provided by Golden Wealth Management - Empresa de Investimento S.A.