OLYMPIA WEALTH MANAGEMENT LTD

Name

OLYMPIA WEALTH MANAGEMENT LTD

Legal name

Olympia Wealth Management Ltd

Website

https://olympia-wealth.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

akta.pro secondary industry

Managed Accounts & Unified Managed Accounts (UMAs) — Multi-Asset (FSAAAJAE)

Keywords

• Wealth management
• Portfolio management
• Private life insurance
• Fund management
• Investment advisory

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices5 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Management Fees: Olympia Wealth Management charges management fees directly to the client's current account, as agreed upon at the time of subscription. These fees are charged for portfolio management services provided to both private and institutional clients.
2. Performance Fees: In addition to management fees, Olympia charges performance fees as agreed with clients at subscription. These fees are linked to investment performance outcomes.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

Olympia Wealth Management is an FCA-authorized UK-based investment firm offering individual wealth management (portfolio management), private life insurance solutions (asset management combined with life insurance), and fund management services (acting as Investment Manager for UCITS and alternative funds). The firm manages client assets through 17 risk-profiled investment lines and acts as investment manager for 9 distinct funds, serving private and institutional clients across the UK and Italy.

Product overview

Olympia Wealth Management is an independent UK-based financial company offering a unified wealth management platform with three core service pillars: individual Wealth Management (individual portfolio management authorized by Consob), Private Life Insurance (combining asset management with life insurance), and Fund Management (acting as Investment Manager for multiple UCITS and Alternative Funds). The platform is organized into management lines spanning risk profiles from Conservative to High Risk, including specialized lines for certificates, ETFs, and tailor-made solutions. The fund suite includes 9 distinct funds covering Italian equities, certificates, multi-asset strategies, and alternative investments including long/short equity hedge strategies.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Individual portfolio management service authorized by Consob, offering personalized investment mandates that differ for each client based on their needs and investment objectives, combining fixed-income securities with growth instruments for absolute return. Offered across 17 risk-profiled lines from Conservative to High Risk.
• Private Life Insurance Contract combining asset management service with life insurance characteristics, providing wealth management and asset protection while optimizing tax and inheritance aspects. Olympia is appointed Investment Manager directly by insurance intermediaries including AG2R La Mondiale, Allianz Darta Saving, Baloise-Life, Lombard International Assurance, Octium, Sogelife, Utmost International, and Wealins.
• Atomo Made in Italy Fund Sub-fund investing in shares of companies incorporated or having permanent presence in Italy, focusing on small-cap companies with market value under EUR 1 billion, selecting based on intrinsic value versus market value analysis.
• Atomo Certificate Fund Fund investing in a wide range of certificates listed on Italian and other markets without sectoral/geographical limitations, with UCITS-compliant diversification at issuer and underlying levels.
• PLURIMA 10 Convictions Fund Fund combining top-down and bottom-up analysis, focusing investment on ten areas for long-term capital growth through equity and bond exposure with derivatives for hedging and speculative purposes.
• 1ST SICAV Athena Balanced Fund Fund achieving capital growth through diversified asset classes using UCITS-compliant funds and ETFs, with systematic screening based on NAV, track record, TER and risk/return parameters.
• 1ST SICAV Hestia Conservative Fund Fund investing in diversified asset classes through UCITS-compliant funds and ETFs with systematic screening and macro analysis, using short ETFs for hedging.
• 1ST SICAV Italy Fund Fund allocating at least 60% NAV in Italian market ordinary shares with systematic screening based on fundamentals and technical indicators, using short positions on stock index futures for risk mitigation.
• SELECTRA INVESTMENTS SICAV Shield Opportunities Fund Fund targeting capital growth through 70% exposure in liquid equities from Europe, Asia and US, combined with 25% exposure in diversified debt securities from OECD issuers.
• Global AIFM Platform SICAV-SIF AlphaSTAR Equity Hedge Fund Equity Long/Short sub-fund providing absolute return with typically net long bias, primarily European footprint with global investment universe, with possible allocation to high-yield bonds.
• HECTOR Absolute Return Fund Fund using systematic screening of over 6,000 global stocks based on fundamentals with long/short strategy on global equity futures to mitigate market risk and achieve positive returns over 1 year.

Quantifiable outcome

• Absolute return targeting across all investment lines
• +2 more outcomes

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Eight partnerships are on record, tiered core.

• AG2R La MondialecoreTechnology or IntegrationOlympia Wealth Management is appointed Investment Manager for private life insurance products offered through AG2R La Mondiale, enabling clients to access life insurance with asset management features.
• Allianz Darta SavingcoreTechnology or IntegrationOlympia Wealth Management serves as Investment Manager for private life insurance solutions provided by Allianz Darta Saving, offering combined wealth management and insurance protection.
• Baloise-LifecoreTechnology or IntegrationPartnership with Baloise-Life for investment management of private insurance products, combining life insurance characteristics with professional asset management.
• Lombard International Assurance S.A.coreTechnology or IntegrationOlympia Wealth Management acts as Investment Manager for Lombard International Assurance, providing wealth structuring and insurance solutions for high-net-worth clients.
• OctiumcoreTechnology or IntegrationPartnership with Octium for private insurance investment management services, enabling clients to access insurance-linked wealth management products.
• SogelifecoreTechnology or IntegrationOlympia Wealth Management appointed Investment Manager for Sogelife private insurance products, combining life insurance with professional portfolio management.
• Utmost InternationalcoreTechnology or IntegrationPartnership with Utmost International for investment management of private life insurance products, serving clients seeking wealth protection and estate planning.
• Wealins Wealth InsurercoreTechnology or IntegrationOlympia Wealth Management serves as Investment Manager for Wealins Wealth Insurer products, providing wealth management combined with insurance solutions for wealth transfer and protection.

Scale indicators5 records

Recent moves11 records

Expansion highlights6 records

Regional players

• Vontobel: Swiss private bank and asset manager with strong wealth management, active asset management, and derivatives/certificates expertise. Comparable to Olympia in HNW wealth management, certificates offering, and multi-jurisdictional European footprint.
• Jupiter Fund Management: UK-listed asset manager offering active equity, fixed income, and multi-asset strategies to retail and institutional clients. Comparable to Olympia in FCA-regulated active management model and multi-strategy fund lineup, though at much larger scale.
• GAM Investments: Swiss-headquartered active asset manager offering multi-asset, equity, and alternative strategies to institutional and HNW clients across Europe. Comparable to Olympia in active multi-asset fund offerings and absolute-return focus, though operating from Switzerland with broader institutional reach.
• Quilter plc: UK wealth manager offering advised investment solutions, platform services, and multi-asset portfolios through financial adviser network. Comparable to Olympia in UK wealth management focus, multi-asset portfolio construction, and FCA-regulated operating model.

Direct peers

• Banca Generali: Italian private banking and wealth management firm focused on HNW clients through financial advisor network. Comparable to Olympia in HNW client focus, life insurance distribution, and Italian wealth management positioning.
• Banca Mediolanum: Italian bank specialized in wealth management and asset management with strong family/advisor-led distribution. Comparable to Olympia in target client (HNW/affluent Italian households) and product offering (managed portfolios, mutual funds, life insurance).
• Anima Holding: Italy's largest independent asset manager with broad open-end fund and managed account offerings. Comparable to Olympia in Italian market focus, multi-asset fund lineup, and independent-from-banks positioning.
• Azimut Holding: Leading Italian independent asset management and wealth management group with multi-affiliate distribution model. Directly comparable to Olympia as an Italian-headquartered wealth manager offering portfolio management, mutual funds, and insurance wrappers — but at significantly larger scale.

Broad incumbents

• Amundi Luxembourg: European asset management giant offering UCITS, multi-asset, and wealth solutions across continental Europe. Comparable to Olympia in managed-account/multi-asset fund offerings and European fund distribution, though at institutional scale.
• UBS Global Wealth Management: World's largest wealth manager with HNW/UHNW advisory, discretionary mandates, and broad fund offerings. Comparable to Olympia in HNW discretionary portfolio management and global multi-asset capabilities, though at vastly larger scale and broader geographic reach.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/olympia-wealth-management-ltd

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles29 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about OLYMPIA WEALTH MANAGEMENT LTD