• Absolute return target for Clients

    Absolute return target for Clients

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Wealth Management

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Wealth Management


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.

Wealth Management

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.

Wealth Management

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.

Gestioni patrimoniali

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

Low risk
Medium risk
High risk
Customised
Customised min. 500k
Low risk
Medium risk
High risk
Customised
Customised min. 500k
Low risk
Medium risk
High risk
Customised
Customised min. 500k

Investment Process


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.

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INVESTMENT COMMITTEE

Strategic choices to seize market opportunities

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Monthly meetings

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PORTFOLIO MANAGERS

Selection of instruments and construction of ad hoc portfolios. Activity management, switch, control, fine tuning

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Meetings ad hoc

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INVESTMENT COMMITTEE

Decide the strategic choices in order to capture arising opportunities in the market

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Held monthly

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PORTFOLIO MANAGERS

Selection of instruments and construction of ad hoc portfolios. Activity management, switch, control, fine tuning

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Meetings ad hoc

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INVESTMENT COMMITTEE

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.

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PORTFOLIO MANAGERS

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 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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