Our Value Added Services – Foinikas Wealth Management

Investments

Adviser Partnerships

Bespoke solutions and clear proposals, with disciplined asset management for individuals and institutions.

Adviser Partnerships

We design bespoke portfolio solutions tailored to the unique needs of our clients and prospective clients, delivering clear proposals and managing assets on behalf of both individuals and institutions.

Every strategy is crafted with precision, transparency, and your long-term financial goals in mind.

Investment Portfolios

Tailored portfolios across equities, fixed income, multi-asset and private markets, balancing growth, diversification and risk.

Investment Portfolios

We deliver compelling investment opportunities across public and private markets through:

Equity and ETF strategies

Fixed income solutions

Multi-asset portfolios

Private market opportunities

Each portfolio is carefully constructed to help our clients achieve their unique financial objectives with a balance of growth, diversification, and risk management.

Meet the team behind each portfolio

Investment Research

Independent, in-depth analysis to inform decisions and spot new opportunities.

Investment Research

We deliver in-depth, differentiated analysis of financial markets, the global economy, and emerging investment themes – empowering our clients to make informed, strategic decisions and to capitalise on new opportunities.

Learn more about how our values shape our work process

Adviser Partnerships

Bespoke solutions and clear proposals, with disciplined asset management for individuals and institutions.

Adviser Partnerships

Every strategy is crafted with precision, transparency, and your long-term financial goals in mind.

Investment Portfolios

Tailored portfolios across equities, fixed income, multi-asset and private markets, balancing growth, diversification and risk.

Investment Portfolios

We deliver compelling investment opportunities across public and private markets through:

Equity and ETF strategies

Fixed income solutions

Multi-asset portfolios

Private market opportunities

Each portfolio is carefully constructed to help our clients achieve their unique financial objectives with a balance of growth, diversification, and risk management.

Meet the team behind each portfolio

Investment Research

Independent, in-depth analysis to inform decisions and spot new opportunities.

Investment Research

Learn more about how our values shape our work process

Next Generation Planning

Wealth is more than trusts and estate plans

Our advisers are dedicated to partnering with clients on their journey toward a life of enduring wealth.
This journey involves many steps, thoughtful questions, and navigating information from a variety of perspectives.

To support you along this path, we’ve collaborated with both inquisitive individuals and expert advisers to assemble resources that guide you toward financial confidence. We believe financial literacy is the essential first step – knowing the right questions to ask and building a foundation for positive financial habits pave the way to lasting success.

Start Your Journey

Discover how Foinikas Wealth Management can guide you towards your financial objectives.
Connect with us for a confidential consultation or reach out today to start your journey.