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Who we are

Olympia Wealth Management is an independent financial boutique that provides financial advisory, wealth management, private insurance and corporate finance services to private and institutional clients. Our team members have gathered a longstanding experience in the financial industry. Our firm foundations are the principles of independence, transparency and innovation with the aim to build personalised Wealth Management solutions with an Absolute Return Philosophy.

Olympia is authorised and regulated by the Financial Conduct Authority of the UK (FCA), authorisation number 562785, and is authorised to provide financial services across Europe through the MIFID Passporting.

How do we Operate

  1. The client is accompanied in the account opening phase with one of our partner financial institution (for ex. UBS, BSI,BIL or Rothschild) which will act as custodian bank.
  2. At the same time the clients appoints Olympia as his Investment Manager.
  3. The orders transmitted by Olympia to the custodian bank will be in line with the client risk profile and with the client time horizon.
  4. Olympia does not hold client money, it manages money.
  5. The client can verify in every moment the status of his investments via an online access to the custodian bank.
  6. Olympia service is remunerated via a management and a performance fee charged directly on the client account on a quarterly basis.

People

Riccardo Campanini

Member of the Investment Committee of Olympia, he...

Sebastian Siliberto-Neri

After completing his bachelor's degree in Economics from...

Benedetta Bettinelli

With ten years experience at Mediolanum Bank, she...

Francesca Carioni

She graduated in May 2013 she was hired...

Cristian Caruso

Has worked for UBS for almost 10 years...

Fabio Caldato

Graduated from University of Padua, majoring in engineering....

Riccardo Frascà

He has experience as a private banker and...

Stefano Bettinelli

As a Private Banker and Portfolio Manager of...

Andrea De Gaetano

Analyst and Portfolio Manager, with extensive experience in...

Attilio Donini

After graduating in computer engineering and specialized in...

Carla Gentili

Born in Zurich, bilingual italian/german, has over 20...

Sabrina Mensi

After completing her bachelor's degree in economics from...

Davide Morosi

Executive Director of Olympia Consulting Group srl, works...

Anna Gamba, CFA

Anna Gamba gained an experience of 18 years...

Federico Costalonga

He began his career in the Banking sector...

Massimiliano Alfonsi

Massimiliano got a Master Degree in Civil Engineering...