Optimize Investment Partners
Optimize Investment Partners, based in Lisbon, is a CMVM-regulated Portuguese fund manager listed on Movingto Funds. Operating in Portugal as Optimize Investment Partners, the firm is connected to the fund profiles shown below for directory and due-diligence research. Each fund should be reviewed on its own profile for current verification status, CMVM details, Golden Visa eligibility basis, and source documentation before any decision is made.
Optimize Investment Partners is an independent Lisbon-based asset manager, regulated by CMVM. The firm manages UCITS funds, retirement plans and discretionary portfolios for retail and professional clients.
About Optimize Investment Partners
Optimize Investment Partners is an independent Portuguese asset management company headquartered in Lisbon. Founded in 2008, the firm focuses exclusively on managing investments and retirement savings, combining fundamental research, risk management and long-term thinking for both local and international clients. Optimize manages a broad range of UCITS funds and retirement products (PPRs), as well as discretionary portfolios.
Optimize Investment Partners funds and fees at a glance
Fund-reported terms for every Optimize Investment Partners fund listed on Movingto Funds. Where a figure is not disclosed by the fund, it is shown as not disclosed.
Figures are reported by each fund and shown for research. Review each fund profile for current terms, verification status, and source documents before any decision.
Open Opportunities
Currently accepting new investments
Optimize Portugal Golden Opportunities Fund
Open-ended UCITS securities fund investing in Portuguese listed equities and bonds. The manager's KID states that redemption requests can be made daily and recommends a five-year holding period; the prospectus states that settlement is normally five business days after a request and that redemptions can be suspended in defined circumstances.
Optimize Investment Partners track record
Figures below are reported by the funds themselves. Past performance does not guarantee future results.
Funds Managed by Optimize Investment Partners
Public fund profiles associated with Optimize Investment Partners. Review each fund's own profile for Golden Visa eligibility basis and verification status.
- Optimize Portugal Golden Opportunities Fund— Open-ended UCITS securities fund investing in Portuguese listed equities and bonds.
Key Highlights
Independent Portuguese asset manager
Optimize Investment Partners is an independent Lisbon-based asset manager, operating since 2008 with a clear focus on long-term, fundamentals-driven investing.
€700m+ in assets under management
The firm manages more than €700 million across its funds and mandates, positioning Optimize among Portugal’s larger independent asset managers.
35,000+ clients served
Optimize works with over 35,000 investors, from retail savers to high-net-worth and institutional clients, through retirement plans, investment funds and discretionary portfolios.
Broad range of regulated funds
With 17+ funds covering multi-asset, equity, fixed income and PPR (retirement) strategies, Optimize offers solutions for different risk profiles and investment horizons.
CMVM-regulated, EU-passportable manager
Optimize operates as a fully regulated Portuguese management company, supervised by CMVM, with UCITS funds passported for distribution across the European Union.
Dedicated Portugal Golden Visa fund
The Optimize Portugal Golden Opportunities Fund is specifically structured for Portugal Golden Visa investors, investing in listed Portuguese assets with no direct or indirect real-estate exposure.
Daily liquidity, no lock-up
Golden Visa investors can subscribe and redeem on a daily NAV basis under normal market conditions, with no lock-up period and no redemption penalties disclosed in the current terms.
Optimize Investment Partners regulatory and legal details
Identifiers below can be checked against the official registers they link to. The CMVM is Portugal's securities regulator; registration means supervision, not an endorsement or a guarantee.
- Entity type
- SCR
- CMVM registration
- 508 181 321
Team
Pedro Lino is CEO and CIO of Optimize Investment Partners and Chairman of Optimize SICAV in Luxembourg. He has over 20 years’ experience in asset...
Nuno Santos is Executive Director and Commercial Director at Optimize Investment Partners. He started his career in 1992 in insurance consulting,...
Carlos Pinto is Senior Investment Manager at Optimize Investment Partners and part of the core team managing the Optimize Golden Opportunities fund....
Pedro Oliveira is a Board Member at Optimize Investment Partners, bringing almost a decade of leadership across compliance, governance, and...
José Santos Teixeira is the President of Optimize Investment Partners and one of the firm’s longest-serving leaders, with more than 17 years shaping...
Ruben Sequeira is a Board Advisor at Optimize Investment Partners, bringing more than eight years of experience across performance analysis, risk...
Frequently Asked Questions
Optimize Investment Partners is an independent Portuguese asset management company founded in 2008. It manages retirement savings plans, investment funds, and discretionary portfolios for retail and professional investors.
The firm is headquartered in Lisbon, Portugal, at Avenida Fontes Pereira de Melo, 21, 4th floor, 1050-116 Lisbon. Recently Optimize also have a local presence in New York City.
Yes. Optimize is a licensed Portuguese asset manager (SGOIC/SGFIM) regulated by the Portuguese Securities Market Commission (CMVM) and is also passported as a UCITS management company across the European Economic Area.
Optimize manages more than €700 million in assets across its funds and mandates, making it one of Portugal’s larger independent management firms.
Optimize manages a range of products including retirement savings plans (PPRs), UCITS investment funds across different risk profiles, and wealth management solutions for private clients.
The firm is led by an experienced team headed by CEO and CIO Pedro Lino, alongside executive directors such as Nuno Santos and senior investment professionals including Carlos Pinto, each with decades of experience in financial markets and asset management.
Yes. Optimize manages the Optimize Portugal Golden Opportunities Fund, an open-ended UCITS fund invested in listed Portuguese equities and bonds that has been structured to comply with Portugal’s Golden Visa investment fund requirements (no direct or indirect real-estate exposure).
The fund is available to both Portuguese residents and international investors. Any foreign investor seeking to apply for the Portugal Golden Visa can use this fund, provided they meet the legal minimum of €500,000 investment and other immigration requirements.
Contact & Regulatory Information
Contact Details
Regulatory Information
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