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We believe in the need for a more balanced relationship between financial institutions and their clients, when it comes to both market knowledge, expertise, and transparency.
We are not independent, we are always on our client´s side.
We believe remuneration for market experts needs to take into consideration both risk and expected returns. And requires alignment.
We invest alongside our clients for the long term, so that we can appreciate the significance of events also in the short term.
We believe we live in an age of constant change and innovation. But where trade, capital, information, and people flows are still dampened significantly by distance.
We help connect people that have become the best in their field. Across the globe, and regardless of background or belief. This opens our eyes to new directions, and leads to intellectual and personal enrichment.
We believe a strategic relationship goes beyond investments.
We are multi-asset managers and our portfolios have a distinct focus on capital preservation and income generation.
WAP targets returns in excess of 3-5% per annum above inflation.
WAP employs robust risk parameters, providing strong controls and a high level of transparency and customization.
WAP manages assets through advisory or discretionary mandates, as separate accounts, or in funds and insurance policy formats.
Preserving family wealth is at the core of Wealth Investment Advisory. In all cultures, in all geographies, in all economic systems and at all points in the economic cycle, families typically create and lose their wealth within three generations;
الثروةتأتيكالسلحفاة وتذهب كالغزال
(“Wealth comes like a turtle and goes away like a Gazelle” )
Chi la crea, chi la mantiene e chi la distrugge
(“One who make, one who maintains, one who destroys”)
Erwerben, Vererben, Verderben
(“Acquire, Leave, Ruin”)
Erwerben, Vererben, Verderben
(“Acquire, Leave, Ruin”)
“From shirtsleeves to shirtsleeves in three generations”
Our Team consists of investment professionals with broad international experience from leading institutions within investment banking, trading and asset management.
Chief Investment Officer
Fedele has 20 years of experience as an Investment Banker in the city of London having covered various roles across the board such as analyst, trader, structurer and sales person.
As highlights of his career he was responsible for Banca Intesa’s Investment Portfolio in credit and equity products for 8 years, managing 28 people and 80 billion euros in asset under management.
His performances and managing skills brought him to Deutsche Bank where he ultimately covered the position of Head of Credit Hedge Fund Sales.
Fedele holds a degree in Economics from Luiss University in Rome and a Master in Finance from London Business School.
Fedele has 20 years of experience as an Investment Banker in the city of London having covered various roles across the board such as analyst, trader, structurer and sales person.
As highlights of his career he was responsible for Banca Intesa’s Investment Portfolio in credit and equity products for 8 years, managing 28 people and 80 billion euros in asset under management.
His performances and managing skills brought him to Deutsche Bank where he ultimately covered the position of Head of Credit Hedge Fund Sales.
Fedele holds a degree in Economics from Luiss University in Rome and a Master in Finance from London Business School.
Melya has 13 years of experience working within the Wealth Management industry having covered roles in client servicing, sales and advisory to family offices, UHNW individuals as well as distribution clients.
Her dynamic thinking has brought her to restructuring CSEE’s family office operations and deal with the issues UHNW individuals have with traditional private banks and their offering. She has strong knowledge of trust structuring, cross border fiscal matters and the essential aspect of wealth preservation.
Melya holds a BA and MA in International Relations and Finance from the University of Westminster in London as well as an MA in Economics and Management from Universitat Pompeu Fabra in Barcelona.