Fathom WMA

Overview

Fathom WMA, regulated by the Cyprus Securities and Exchange Commission (CYSEC), offers a variety of services including asset management, portfolio management, wealth structuring, advisory services, real asset exposure, corporate solutions, and inheritance education and management. The main office of Fathom WMA is located at 42-44, Griva Digeni Avenue, Nicosia 1096, Cyprus, with a branch office situated at 3 H. Sabbagh & S. Khoury st. 15125, Marousi, Greece. For client communication and support, the company utilizes multiple methods including phone, email, social media, and an online contact form. However, the availability of information on their website is described as limited.

Regulation

Fathom WMA operates under the regulatory oversight of the Cyprus Securities and Exchange Commission (CYSEC). CYSEC is a prominent financial regulatory body in Cyprus responsible for supervising and overseeing the activities of financial institutions, including investment firms and financial services providers. This regulatory framework ensures that Fathom WMA adheres to the highest standards of transparency, investor protection, and financial stability, thereby enhancing trust and confidence in the services it offers to its clients. By complying with CYSEC regulations, Fathom WMA contributes to the overall integrity and credibility of the financial industry in Cyprus, providing clients with a secure and trustworthy environment for their wealth management needs.

Pros and Cons

Fathom WMA presents several advantages, including its regulation by the Cyprus Securities and Exchange Commission (CYSEC), a comprehensive range of services, and the presence of offices in both Nicosia, Cyprus, and Athens, Greece. The firm offers multiple channels for customer support and combines traditional and innovative financial strategies. However, there are limitations, such as limited information on its website, a primary focus on traditional high-liquidity products which might restrict broader diversification opportunities, and services that may be more suitable for specific client profiles and objectives. Their inheritance education and management services might not meet all client needs, and their focus on European markets might not align with clients seeking global investment exposure.

Services

Fathom Wealth Management & Advisory (WMA) offers a comprehensive range of services organized into several key areas:

Asset Management:

• Collaborative Approach: Combines traditional and innovative strategies by working with financially robust custodian banks and international financial platforms.

• Security and Competitive Pricing: Partnered with highly recognized custodian banks and financial institutions for client financial security.

• Investment Strategy: Focuses on traditional, high-liquidity products, leveraging modern technologies.

• Transparency and Safety: Ensures client asset safety by not holding clients assets/funds.

Portfolio Management:

• Advisory Portfolio: Custom financial planning and funding strategies to enhance client portfolio value.

• Discretionary Portfolio: Provides tailored investment management based on client profiles and objectives.

Wealth Structuring:

• Comprehensive Service: Offers flexibility and control for the growth, preservation, protection, and transfer of private wealth.

• Risk Management: Assesses risk exposure and identifies appropriate structures, considering legal and reporting obligations.

• Location Advantage: Teams in Luxembourg and Cyprus provide specialized services.

Advisory Services:

• Expert Guidance: Access to information, analysis, insights, and investment opportunities.

• Personalized Service: Combines Wealth Structuring and Private Banking for a unique impact on family wealth.

• External Consultation: Assistance in Tax Structuring, Inheritance Planning, Concierge & Redomiciliation, Wealth Consolidation, Investment and Life Insurance Inheritance.

Real Asset Exposure:

• Diverse Opportunities: Focus on real estate and infrastructure for benefits like stable cash flows, diversification, and resistance to inflation.

• Custom Financing: Services include financing needs, establishing real estate funds, or handling mergers and acquisitions.

Corporate Solutions:

• 360-degree Approach: Tailor-made asset allocation models considering specific corporate objectives and requirements.

• Treasury Management: Enhances treasury operation discipline and long-term profitability.

• Mergers and Acquisitions: Offers seamless services through expert consultants for complex corporate transitions.

Inheritance Education and Management:

• Next-Generation Preparation: Educates children and grandchildren on managing and overseeing future inheritances.

• Structured Learning Program: Includes macroeconomic education, practical tests, account setup, investment training, and ongoing monitoring with consultants.

• Target Audience: Suitable for college students and young professionals.

Fathom WMAs services are designed to cater to the diverse needs of individuals and corporations, focusing on asset management, wealth structuring, advisory services, real estate investment, corporate financial solutions, and inheritance management education.

Customer Support

Fathom WMA provides dedicated customer support through multiple channels to ensure effective and personalized communication with clients. Situated at their main office on Griva Digeni Avenue in Nicosia, Cyprus, as well as their branch in Athens, Greece, they offer direct phone support for both locations, ensuring clients can easily reach them for any inquiries. Additionally, they provide an email contact at info@fathomwma.comfor detailed queries and information requests. Clients can also engage with Fathom WMA through social media platforms like Twitter and LinkedIn, offering modern and accessible ways to stay connected. The presence of an online contact form, where clients can submit their first name, last name, email, and message, further facilitates convenient and streamlined communication, ensuring a responsive and client-focused support experience.

Summary

Fathom WMA operates under the Cyprus Securities and Exchange Commission (CYSEC) and offers a range of services including asset management, portfolio management, wealth structuring, advisory services, real asset exposure, corporate solutions, and inheritance education and management. The firm is located in Nicosia, Cyprus, with a branch in Athens, Greece, and provides customer support through phone, email, social media, and an online contact form. The information available on its website is limited, but it outlines its service offerings and regulatory compliance. Fathom WMA's approach integrates both traditional and innovative financial strategies and emphasizes compliance with regulatory standards.

FAQs

Q1: What regulatory body oversees Fathom WMA？

A1: Fathom WMA is regulated by the Cyprus Securities and Exchange Commission (CYSEC).

Q2: What types of services does Fathom WMA offer？

A2: Fathom WMA offers services including asset management, portfolio management, wealth structuring, advisory services, real asset exposure, corporate solutions, and inheritance education and management.

Q3: Where are Fathom WMA's offices located？

A3: Fathom WMA has its main office in Nicosia, Cyprus, and a branch office in Athens, Greece.

Q4: How can clients contact Fathom WMA for support or inquiries？

A4: Clients can contact Fathom WMA through phone, email, social media, or by using an online contact form on their website.

Q5: Does Fathom WMA hold clients assets or funds？

A5: Fathom WMA does not hold clients assets or funds, ensuring transparency and safety in its operations.