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 of their assets across all market cycles.
OWP’s investment philosophy
Asset Management Consulting Process of OWP
Step 1: Financial analysis & goal-setting
Asset allocation among channels:
- Traditional assets: stocks, bonds, deposits
- Alternative assets: real estate, private equity funds, commodities, hedge funds
- International assets: cross-border investments, global funds, foreign securities
Step 2: Personalized portfolio design
- Comprehensive assessment of personal/business financial situation
- Determine investment goals: capital preservation, cash flow creation, growth, succession planning…
Step 3: Proactive risk management
- Detailed monthly/quarterly reports on investment performance, asset allocation, risk index
- Organize periodic reviews to update strategies according to market developments and changes in personal goals
Step 4: Performance monitoring & periodic reporting
- Set risk control thresholds for each asset type
- Apply data analysis technology to detect market fluctuations early
- Periodically rebalance portfolios to maintain effectiveness and safety
