Optimize Investment Partners
Optimize Investment Partners is an independent Lisbon-based asset manager, regulated by CMVM, with more than €500 million in assets under management. 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.
Open Opportunities
Currently accepting new investments
Optimize Portugal Golden Opportunities Fund
The Optimize Portugal Golden Opportunities Fund is an open-ended UCITS investment fund designed to meet Portugal Golden Visa requirements through regulated capital markets exposure. Managed by Optimize Investment Partners SGOIC, it focuses primarily on Portuguese listed equities and debt securities, with no direct or indirect real estate exposure. The fund offers daily liquidity, transparent NAV pricing, and CMVM supervision, positioning it as a liquid alternative to traditional closed-ended Golden Visa funds.
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.
€500m+ in assets under management
The firm manages more than €500 million across its funds and mandates, positioning Optimize among Portugal’s larger independent asset managers.
18,000+ clients served
Optimize works with over 18,000 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.
Team
Carlos Pinto is Senior Investment Manager at Optimize Investment Partners and part of the core team managing the Optimize Golden Opportunities fund....
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...
Nuno Santos is Executive Director and Commercial Director at Optimize Investment Partners. He started his career in 1992 in insurance consulting,...
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...
Pedro Oliveira is a Board Member at Optimize Investment Partners, bringing almost a decade of leadership across compliance, governance, and...
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.
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 €500 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
Get in Touch with Optimize Investment Partners
Contact the fund manager team. They will respond within 24-48 hours.