Services Wealth Management OWP provides comprehensive wealth management solutions, helping clients build personalized financial strategies, protect assets against legal and market risks, and ensure efficient wealth transfer between generations. 5-Step Advisory Process: Step 1: Explore personal goals and life values Understand each client’s financial philosophy, expectations and priorities. Step 2: Analyse asset structure and potential…
Services Asset Management Optimize performance – Protect value – Strategic companion At Optima Wealth Partners (OWP), we understand that managing large assets requires a sophisticated, flexible, and absolutely secure strategy. Our Wealth Management Advisory Services are specifically designed for high-net-worth individuals and successful entrepreneurs, helping them optimize investment performance, control risks, and ensure sustainable growth…
Services Cash Flow Optimization Advisory Optimizing returns on idle cash Maintaining high liquidity Minimizing credit, interest rate, and market risks Enhancing transparency and internal control IMPLEMENTATION APPROACH Building Short-Term Investment Portfolios OWP designs short-term investment portfolios tailored to the company’s cash flow cycle and risk appetite, prioritizing high-safety money market instruments with strong liquidity and…
Services Investment Management Advisory At Optima Wealth Partners (OWP), we apply international standard investment methodology to advise on building investment strategies suitable to the financial characteristics, goals and constraints of each business. Investment Policy Statement (IPS) Each enterprise is built a separate IPS, which acts as a compass for the entire investment process. IPS includes:…
Our Partners Our Clients Becamex 1300 We have completed arranging 1300 billion VND of corporate bonds for Becamex IDC in December 2023. Read more Sungroup 500 We have completed arranging 500 billion VND of corporate bonds for Sungroup in December 2023. Read more
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