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About us

About us

2000

Golden Assets was founded in Oporto and has grown in the financial services industry, which is the solid foundation for the way we relate with our customers and partners. Establishing long-term relationships is at the core of our services

2003

Golden Broker was founded in 2003.

2007

Following our commitment to satisfy our customers’ needs, we initiated a diversification strategy. As part of it Golden Corporate was launched. The aim was to provide a full and wider service, leveraging our skills and culture in related business areas

2009

The market went Global, and so did we. Wanting to offer full services and to maximize the value of our customers’ assets, we established international partnerships in the most relevant markets. As a result, we have launched our services internationally.

2012

Golden Estate was created to meet the needs of having an integrated vision of our customers’ Real Estate Assets.

2018

Golden Assets was rebranded as Golden Wealth Management, increasingly aligning its offers with its customers’ more holistic needs. Globally, we are now equipped to respond effectively to the individual, institutional and corporate customers’ requests