Fund manager profile · Public preview
Golden Wealth Management
About Golden Wealth Management
The largest independent asset management company in Portugal with over 18 years of experience and €1.65 billion in total assets under management. Provides investment solutions, financial advisory, and brokerage services for individual clients, families, and institutional clients. Establishes strategic partnerships with national and international institutions.
Company and team snapshot: 2 November 2026. Directory registration data: 2 November 2026.
- Registered entity
- Golden Wealth Management SGOIC, S.A.
- Manager type
- UCITS Management Company & AIFM
- Headquarters
- PORTO
- Registration date
- 5 February 2026
Manager at a glance
Fund range
Top-level funds, excluding compartments. Active is a registration status; open-ended is a fund structure. These categories overlap and do not establish subscription availability.
Latest annual financials
Financial figures, reference periods and source documents are reserved for database research. EBITDA means earnings before interest, tax, depreciation and amortisation. Company earnings are different from fund returns.
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1 document available
Explore documents linked to Golden Wealth Management in the Portugal Funds database.
Documents held in the database with an available file · snapshot 2 November 2026.
View manager documents in Portugal Funds ↗Funds associated with Golden Wealth Management
PASSEIOCONSULTING - SIC ALTERNATIVA EM VALORES MOBILIÁRIOS FECHADA, S.A.
Closed-ended · Active
Registration 2464
Feature values are reserved for database research. This preview does not confirm eligibility, US acceptance or account arrangements for this fund.
More information in the Portugal Funds database ↗