At a Glance
Role
Board Member
Company
Optimize Investment Partners
What to Expect
Can help with
- Onboarding process questions
- Documentation requirements
- KYC/AML procedures
- General fund inquiries
- Subscription process guidance
Cannot help with
- Investment advice or recommendations
- Legal or tax advice
- Performance guarantees
- Personalized financial guidance
- Suitability assessments
About
Pedro Oliveira is a Board Member at Optimize Investment Partners, bringing almost a decade of leadership across compliance, governance, and operational oversight. Before joining the board, he served as the firm’s Head of Compliance for more than eight years, where he was responsible for regulatory supervision, risk control, internal policies, and alignment with CMVM standards. His background also includes several years at EY as a financial services consultant, supporting audits, regulatory reviews, and strategic advisory projects for banking and investment firms. With a solid academic foundation from Universidade Católica Portuguesa, Pedro combines technical expertise with hands-on experience in fund governance. His work continues to shape Optimize’s strategic positioning, reinforcing transparency, investor protection, and long-term operational discipline across all fund structures.
This profile is part of the Movingto Funds directory. Team members are employed by fund managers, not Movingto. For inquiries, please contact the fund directly.
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