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    Professional services

Olympia Wealth Management's method


Olympia Wealth Management | Method
Olympia Wealth Management | Method

1

Bank account opening

The customer is accompanied during the opening of an account at a credit institution that will act as a Depositary Bank.


2

Mandate

At the same time, it confers the management mandate to Olympia Wealth Management, which will manage the assets.


3

Order Management

Orders sent by Olympia Wealth Management to the custodian bank will be in line with the customer's risk / return profile and consistent with their model portfolios.


4

Asset Detention

Olympia does not hold the assets of the clients, but takes care of their best management


5

Online Access

The customer can check the progress of the investments at any time by accessing the custodian bank's home banking.


6

Transparency

Olympia Wealth Management's activity is remunerated through a management and / or performance fee charged directly to the Client's current account, as agreed upon at the time of subscription.

LONDON 60 Cannon Street
+44 20 4540 5182

MILANO Via Turati, 38
+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 Turati, 38 | +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 Turati, 38 | +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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