At a Glance
Role
Board Advisor
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
Ruben Sequeira is a Board Advisor at Optimize Investment Partners, bringing more than eight years of experience across performance analysis, risk assessment, internal audit, and financial controls. His background includes roles at Banco de Portugal’s pension fund unit and DIF Broker, where he managed risk oversight and internal audit processes. With a Master’s degree in Finance from ISCTE, Ruben contributes to governance, regulatory alignment, and strategic decision support at Optimize, ensuring operational rigour and high-quality investor stewardship.
This profile is part of the Movingto Funds directory. Team members are employed by fund managers, not Movingto.
Read full disclaimerCurrent Role
Board Advisor
Education
Finance from ISCTE at Ruben contributes to governance