• Absolute return target for Clients

    Absolute return target for Clients

Wealth Management


Flexible Line

Flexible Line

Risk profile: Medium
Management type: Flexible with VaR
Annual return target: 4-5% per annum*
Time horizon on the line: at least 3 years
Risk: average of the last 52 weekly VaR readings, maximum 6% with a time horizon of 1 month and 95% confidence interval

The investment objective is to generate stable results over the long term, while maintaining a low correlation and a better risk-return ratio than the reference markets. The strategy is dynamic and may change over time as a result of trends and volatility in the financial markets.

The line invests in bonds and equities, commodities, currencies and alternative strategies by participating in financial markets through a predominant allocation to risky assets during periods of economic expansion and a more conservative allocation during adverse market phases, typically characterised by high volatility.

The portfolio is primarily constructed through investment Funds managed by a selection of the best managers globally.

*The annual return targets of the investment lines are only forecasts and are not to be interpreted as minimum returns and/or guaranteed returns.


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

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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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