PrestigePath Wealth

PrestigePath Wealth is a leading wealth management firm based in Lisbon, Portugal, providing comprehensive financial planning and wealth advisory services to affluent individuals, families, and corporate clients across the Iberian Peninsula. Established in 2019 by finance expert José Oliveira, the firm focuses on delivering personalized financial solutions, including investment management, tax planning, estate planning, and retirement strategies. PrestigePath Wealth is known for its expertise in cross-border wealth management, catering to both domestic and international clients.

The firm’s services include portfolio management, real estate investment advisory, offshore asset management, and philanthropic planning. PrestigePath Wealth has built a reputation for helping clients navigate complex financial landscapes while optimizing their wealth for long-term growth. A notable achievement for the firm was successfully managing a multi-million euro investment portfolio for an international client, generating significant returns through diversified investments across Europe.

PrestigePath Wealth operates with values of professionalism, innovation, and client-focused service. In 2023, the firm reported assets under management (AUM) of €300 million, with revenues of €22 million. Looking forward, PrestigePath Wealth plans to expand its offerings by incorporating ESG (Environmental, Social, and Governance) investment products and digital wealth management tools, further strengthening its position as a top wealth management firm in Portugal and Spain.