The Italian branch of Olympia Wealth Management is authorised in Italy to provide portfolio management services on an individual basis, as per Consob Resolution No. 21808.
Wealth management is a form of investment that allows the investor to entrust, through a mandate, a manager (asset management companies and banks authorized to provide this service) to administer its wealth. Unlike mutual funds, wealth management is not carried out "upstream" but separately for each client.
Since this is a personalized investment service, and not the purchase of a standard product, each Client's portfolio may differ from that of any other considering an accurate analysis of its needs and its investment targets.
Olympia Wealth Management on the one hand complies with the needs of those who seek security and protection of their wealth, aiming at the safeguard of their assets, on the other hand with those who want to seize the opportunities that arise in the markets, operating with less risk aversion.
Since this is a personalized investment service, and not the purchase of a standard product, each Client's portfolio may differ from that of any other considering an accurate analysis of its needs and its investment targets.
Olympia Wealth Management on the one hand complies with the needs of those who seek security and protection of their wealth, aiming at the safeguard of their assets, on the other hand with those who want to seize the opportunities that arise in the markets, operating with less risk aversion.
Since this is a personalized investment service, and not the purchase of a standard product, each Client's portfolio may differ from that of any other considering an accurate analysis of its needs and its investment targets.
Olympia Wealth Management on the one hand complies with the needs of those who seek security and protection of their wealth, aiming at the safeguard of their assets, on the other hand with those who want to seize the opportunities that arise in the markets, operating with less risk aversion.
Olympia Wealth Management conducts an asset management that is consistent with the risk profile, the indications and the expectations of the Clients. Olympia Wealth Management’s strategy combines fixed-income securities with growth instruments, in order to achieve a result that is consistent with the investment profile of the Client, in a perspective of absolute return and with a clear and defined time horizon.
Monthly VaR
Monthly VaR
In Olympia Wealth Management, we deem the investment process an absolute priority, which we manage with a systematic, rigorous and informed approach, evaluating and discussing the performance with Clients within a pre-defined 12-month time frame.
As a matter of fact, the time horizon is too often used as an excuse to justify the inability of traditional models to manage nowadays market conditions.
INVESTMENT COMMITTEE
Strategic choices to seize market opportunities
Monthly meetings
PORTFOLIO MANAGERS
Selection of instruments and construction of ad hoc portfolios. Activity management, switch, control, fine tuning
Meetings ad hoc
INVESTMENT COMMITTEE
Decide the strategic choices in order to capture arising opportunities in the market
Held monthly
PORTFOLIO MANAGERS
Selection of instruments and construction of ad hoc portfolios. Activity management, switch, control, fine tuning
Meetings ad hoc
The committee analyzes the macroeconomic condition and intermarket relations at global level, and analyzes the asset classes, the geographical areas to understand the most significant sectoral ones and the macro-trend in progress.
It meets at least every six months from a strategic point of view and at least monthly from a tactical point of view.
They deal with the selection of the most efficient tools, the management of activities, switch operations, control activities and the construction of Clients' portfolios.
LONDON 60 Cannon Street
+44 20 4540 5182
MILANO Via G.B. Pergolesi, 2
+39 02 6269 5038
ROMA Via Calabria, 56
+39 06 4576 3550
VERONA Via Fiumicello, 23
+39 045 6575593
LONDON 60 Cannon Street | +44 20 4540 5182
MILANO Via G.B. Pergolesi, 2 | +39 02 6269 5038
ROMA Via Calabria, 56 | +39 06 4576 3550
VERONA Via Fiumicello, 23 | +39 045 6575593
LONDON 60 Cannon Street | +44 20 4540 5182
MILANO Via G.B. Pergolesi, 2 | +39 02 6269 5038 // ROMA Via Calabria, 56 | +39 06 4576 3550 // VERONA Via Fiumicello, 23 | +39 045 6575593
Olympia Wealth Management Ltd - VAT GB: 127734702 - info@olympia-wealth.com - public documents - legal data - privacy and cookie policy
Olympia Wealth Management is regulated by the Financial Conduct Authority of the United Kingdom (FCA), authorized to operate in Italy as a non UE community investment company with a branch, registered in the Consob Register.
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