Our Story
Foinikas Wealth Management is a European investment management firm rooted in a diverse heritage and inspired by the enterprising spirit of the Phoenicians – seafarers, traders and innovators who built prosperity through commerce, adaptability and lasting partnerships.
Guided by these same values, Foinikas Wealth Management pursues opportunity across borders, with a clear focus on intelligent strategy, disciplined risk management and long-term trust. Innovation, connectivity and resilience remain the cornerstones of how we create enduring value for our clients.
Our Values
Universal Principles, Personal Strategy
- Philosophy should be universal but strategy should be personal.
- Each portfolio must be designed to meet the specific needs, goals and initiatives of the individual client or organisation, in line with their mission.
- An evidence-based approach to investing involves examining the present and evaluating past probabilities in order to create balanced portfolios that skilfully manage risks and rewards.
Cost-Conscious, Transparent, Plan-Aligned
- Less is more: costs should be kept low.
- Open communication and transparency with our clients ensure they are always cognisant of how their money is being managed in pursuit of their goals.
- Our role is to ensure that specific investment guidelines are followed, that money is always managed with the overall investment plan in mind, and that portfolios are constructed in line with each client’s specific objectives.
How we Invest
Who We Serve
Whether you’re an individual looking to safeguard your assets, a family seeking to create a lasting legacy, or an entrepreneur aiming for sustained business growth, we are here to help. Let’s embark on a journey towards a prosperous and secure future, tailored just for you.
Your Portfolio at Lower Cost
We build globally diversified, low-cost portfolios across asset classes, strategies, market caps, and risk factors using a behaviourally aware investment methodology where the focus is on getting the most out of your resources. While most investment organisations focus exclusively on “beating the market”, we feel the most important tenets of the investment process are portfolio construction and risk management.
Portfolio Asset Allocation & Risk Management
Strategic & Tactical Allocation
We believe in both strategic and tactical asset allocation. Markets generally “work” over the long-term so a strategic asset allocation utilising broad diversification helps reduce risk and protects against outlier events.
Long-Term Focus with Practical Risk Management
We build globally diversified, low-cost portfolios across asset classes, strategies, market caps, and risk factors using a behaviourally aware investment methodology where the focus is on getting the most out of your resources. While most investment organisations focus exclusively on “beating the market”, we feel the most important tenets of the investment process are portfolio construction and risk management.
Meet the Team
At Foinikas Wealth Management, our strength lies in the expertise, integrity, and dedication of our team.
Together, we blend deep market knowledge with a client-first approach to deliver cost-effective, transparent, and plan-aligned investment management.
Every member is committed to clear communication and upholding your unique objectives, ensuring your wealth is managed according to rigorous standards and personalised strategies. Meet the professionals who shape and support your financial success every day.
George
Co-Founder & CIO
View George’s role details.
George is the Co-Founder and Chief Investment Officer of Foinikas Wealth Management. With over 20 years in asset management, he leads the investment team, shaping strategy and turning insight into disciplined decisions. He specialises in navigating complex regulatory environments to optimise portfolio performance and protect clients’ interests. George holds an MBA from ENPC Business School, Paris.
Karl
Compliance Officer
View Karl’s role details.
Karl is our Compliance Officer here at Foinikas Wealth Management. With more than 10 years experience in investment firms, he oversees operational processes to ensure regulatory compliance, manages information flow and leads comprehensive risk assessments. He develops and implements compliance policies and procedures and delivers ongoing staff training on regulatory updates. Karl holds a BSc in Banking and Finance from the University of Malta.
Ritienne
Risk Officer
View Ritienne’s role details.
Ritienne is our Risk Officer here at Foinikas Wealth Management. With over 15 years in risk management and investment strategy, she develops and implements tailored risk policies aligned with the firm’s portfolio and operational profile. She leads data-driven risk assessments, ensures adherence to legal and regulatory frameworks, and prepares contingency and crisis-management plans. She holds a BSc in Financial Services from the University of Manchester.
Leanne
MLRO
View Leanne’s role details.
Leanne is our Money Laundering Reporting Officer (MLRO). With 10 years’ dedicated MLRO experience in Maltese investment firms, she oversees compliance with AML and CTF regulations, ensuring Foinikas Wealth Management maintains the highest standards of financial integrity. Leanne holds a BSc in Banking and Finance from the University of Malta.
Riccardo
Portfolio Manager
View Riccardo’s role details.
Riccardo is our Portfolio Manager here at Foinikas Wealth Management. He develops and implements investment strategies tailored to client objectives, conducts in-depth market research and analysis, and constructs diversified portfolios that balance risk and return. He holds an MSc in Banking and Finance from Università Carlo Cattaneo.
