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Golden Wealth Management logo — Maior sociedade gestora de patrimónios independente em Portu...

Golden Wealth Management

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

Founded 2000 Portugal Portugal 83 employees Finance, Financial Services

General Information

Company Name Golden Wealth Management
Founded Year 2000
Location Portugal Portugal
Employees 83
Industries Finance, Financial Services
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About Golden Wealth Management

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

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Golden Wealth Management Alternatives & Competitors

Golden Wealth Management vs
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Golden Wealth Management vs
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PKB Private Bank
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FAQ About Golden Wealth Management

Maior sociedade gestora de patrimónios independente em Portugal. Saiba mais em www.goldenwm.pt
Golden Wealth Management was founded in 2000.
Golden Wealth Management is headquartered in Portugal.
Golden Wealth Management operates in the following industries: Finance, Financial Services.
Golden Wealth Management has approximately 83 employees.
Top alternatives and competitors to Golden Wealth Management include Optimum Invest SAL, Chase Corporate Advisory, CCA Americas Inc., PKB Private Bank, Crossinvest (Asia), AJK Wealth Management Group. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Golden Wealth Management and Optimum Invest SAL are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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