Golden Wealth Management
Bruna Pereira has extensive experience in compliance and risk management. Bruna has worked at Golden Wealth Management since 2023, where they hold the position of Head of Compliance. Prior to that, they worked at Crédito Agrícola from 2010 to 2023, where they held various roles including Compliance/Gestão de Riscos, Auditora Interna, and Administrativa.
Bruna Pereira attended Porto Business School in 2020, where they completed a General Intensive Management Program. Prior to this, they obtained a Master's degree in Clinical Psychology and Health from the Universidade da Maia - UMAIA, which they attended from 2004 to 2010.
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Golden Wealth Management
Golden Wealth Management is the corporate brand of Golden in the financial field. Launched in the year 2000 with the establishment of Golden Assets it is currently present in Oporto, Lisbon and Funchal. A team of 83 staff members provides Financial Advising, Asset Management, Brokerage, Real Estate and Corporate services. Supervised by the Securities Market Commission (CMVM) and the Bank of Portugal, Golden Wealth Management oversees assets in excess of 1.3B€ on behalf of individual, institutional or corporate customers. Golden Wealth Management is identified by the phrase “committed to you”, which is based on its commitment to “act independently in the creation of real value and proximity to address the different needs of those who seek out its services”. To be the largest independent asset management company requires an enhanced accountability as regards the dedication to devising the present and the future of the clients' financial assets, in order to create value for all while meeting individual distinctive features, independently, accurately and with a focus on the medium and long term. The systematic pursuit of the best investment solutions underpinned by principles of capital preservation, transparency, liquidity, orientation towards return and independence are vital to the overall operation and management determined to innovate and focused on anticipating the demands inherent to the provision of a high quality service. The company’s purpose is to combine global asset management expertise and the passion to make a difference and impact peoples’ lives in a positive way.