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Waterside Asset Management

UCITS Management Company & AIFM · CASCAIS

Full profile in Portugal Funds ↗

About Waterside Asset Management

Independent asset management company based in Portugal, regulated by the CMVM (Portuguese market regulator). Founded in 2024, Waterside Asset Management is the leading vehicle within the listed assets arm of Global Income Capital Management, a single-family office established in 2004. As of 2025, the company manages two funds: Global Income SIC and Finen Inversiones SIC. Headquartered in Lisbon with a presence in Madrid, the company comprises a multidisciplinary team with over 20 years of experience.

Company and team snapshot: 2 November 2026. Directory registration data: 2 November 2026.

Source:
Registered entity
Waterside Asset Management - Sociedade Gestora de Organismos de Investimento Coletivo, S.A.
Manager type
UCITS Management Company & AIFM
Headquarters
CASCAIS
Registration date
6 January 2025

Meet the team

2 of 8 team profiles

Carlota Fidalgo Graça

Carlota Fidalgo Graça

Portfolio Manager

David Olaya Jiménez

David Olaya Jiménez

Head of Trading

6 more team profiles

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Manager at a glance

Fund range

2 funds · snapshot 2 November 2026

Active funds2
Open-ended0
Closed-ended2

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

Company revenue and operating earnings

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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Manager documents

1 document available

Explore documents linked to Waterside Asset Management in the Portugal Funds database.

Documents held in the database with an available file · snapshot 2 November 2026.

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Funds associated with Waterside Asset Management

2 directory records, including compartments and historical records · 2 November 2026