About Private Fund Management
Private Fund Management is a leading private client investment company, dedicated to rigorous and unbiased research with a relentless focus on excellent client service, independent of any third party or financial institution.

We are authorised and regulated in Portugal by the ASF and in the UK by the FCA. Since financial planning often involves both the UK and Portugal, a firm regulated to provide wealth management advice in these two countries can be the optimal situation for British National expatriates.

Whilst others offer standardised "off the shelf" investment products, we offer our clients personalised investment services. Our clients gain from lower charges and accessibility to their capital at any time, penalty free. Daily liquidity for our client's capital is a paramount priority.




Private Fund Management is a unique alternative to the mainstream financial firms on the Iberian peninsula.

We are independent of any third party, offering investment, pension and tax management.

We offer tax mitigation advice using legal investment and tax structures which are not necessarily in offshore tax havens, but nonetheless offer protection, security and minimal tax liabilities.
We offer:
> whole of market services,
> utilise reputable financial institutions,
> offer personalised portfolios, 
> bespoke tax solutions,
> our services are render on a fee basis.

> operate sales teams,
> have "commission driven" advisers,
> recommend "off the shelf" products,
> offer commission paying products, where possible.
We are not an international or pan European company, but instead a local family orientated office, with approachable friendly members of staff.

Personal attention and discretion to clients and their financial affairs is paramount at all times.

Our primary focus is on the highest levels of client service with unbiased advice and recommendations, partnered with reputable investment management companies.