CAPABILITIES & ADVANTAGES - DIFFERENT VALUE
Optima Wealth Partners (OWP) provides investment advisory and asset management services built on deep professional expertise, internationally recognized risk management standards, and a strong network of strategic partners in the financial industry. We are committed to delivering tailored, effective, and sustainable investment solutions for every client profile.
Team of experts with extensive practical experience
OWP unites a senior team from Vietnam’s leading fund managers, investment banks, and financial institutions, with deep expertise in capital markets, asset management, investment banking, risk management, and corporate finance.
Our core areas of expertise include:
• Capital Markets: Researching, analyzing, and executing investment strategies across equities, fixed income, and structured products.
• Asset Management: Constructing and managing portfolios for individual and institutional clients in line with CFA Institute standards and best practices.
• Discretionary Mandates: Executing discretionary portfolio management with a transparent decision-making process, legal compliance, and efficiency optimization.
Our team combines strategic thinking and execution capabilities, ensuring consistency in asset management and investment advice.
Strategic Partnership Network
OWP maintains extensive partnerships with leading financial institutions, including:
• Fund Management Companies: Providing high-quality, transparent investment products that are independently audited.
• Supervisory and Custodian Banks: Offering custody services for each client’s investment assets independently, transparently, and separately from other assets, ensuring that every client’s portfolio is fully and accurately monitored and tracked.
• Financial Institutions: Supporting the deployment of integrated financial solutions, from cash management and treasury operations to family asset structuring.
• Research & Analytics Partners: Supplying market data, macroeconomic analysis, and quantitative models to support decision-making.
This strong partner network enables OWP to quickly access investment opportunities, in-depth market information, and financial products tailored to each client segment.
Personalized Investment Solutions
We apply the Goals-Based Investing approach to design investment strategies tailored to each client’s profile, based on:
• Specific financial goals such as retirement, education, wealth transfer, or liquidity events.
• Risk tolerance and return objectives.
• Investment horizon and liquidity requirements.
• Personalized factors including income, financial obligations, family, and business structure.
Each portfolio is constructed following the principles of Strategic Asset Allocation, complemented by Tactical Adjustments when necessary to optimize efficiency and manage risk effectively.
International Standard Risk Management
OWP implements a multi-layered risk management process that combines both quantitative and qualitative methods:
• Quantitative Risk Models: Utilizing tools such as Value-at-Risk (VaR), Stress Testing, and Scenario Analysis to measure and control systemic risks.
• Qualitative Assessment: Evaluating macroeconomic factors, policies, industry trends, and market sentiment.
• Compliance & Governance: Adhering to CFA Institute standards, legal regulations, and rigorous internal control mechanisms.
The overarching goal is to preserve capital, enhance risk-adjusted returns, and ensure long-term sustainability in asset management.