Golden Wealth Management
Daniela Portela has extensive experience in internal auditing and management across various organizations. Currently, at Golden Wealth Management since October 2024, Daniela is responsible for creating and executing the internal audit department's annual plan. Prior experience includes serving as Internal Audit Manager for Worten & Zeitreel at SONAE from September 2016 to October 2024, where Daniela coordinated audit teams and oversaw annual audit planning. Earlier roles included Senior Auditor and Auditor at JOÃO CRUZEIRO - SROC, UNIP. LDA, with responsibilities in team coordination and financial documentation. Daniela began their career at Banco de Portugal, focusing on quality control within the Department of Statistics. Daniela holds a Master's and Bachelor's degree in Economics from Faculdade de Economia do Porto, completed between 2011 and 2013, and 2007 and 2011, respectively.
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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.