Fathom Wealth Management Advisors Ltd

Fathom Wealth Management Advisors Ltd (Fathom WMA Ltd) is a boutique investment firm specializing in comprehensive wealth management services for both individual and corporate clients. Regulated by the Cyprus Securities and Exchange Commission (CySEC) under license number 306/16, Fathom operates with a commitment to innovation, transparency, and client-centric solutions, also maintaining a branch in Athens, Greece, with team members in Luxembourg and Cyprus. At its core, Fathom offers Asset Management by integrating traditional and innovative strategies. They collaborate with reputable custodian banks and international financial platforms to ensure both security and competitive pricing through state-of-the-art digital technologies. Their mission is to safeguard and enhance client wealth by developing financial plans, securing funding, and investing exclusively in highly liquid, well-established products. Fathom emphasizes transparency by not holding client assets/funds directly. Their asset management services include both Advisory Portfolio and Discretionary Portfolio options. Beyond investment management, Fathom excels in Wealth Structuring. This service is designed to provide clients with flexibility, control, and choice in the growth, preservation, protection, and transfer of their private wealth. Their team assesses risk exposure for assets and identifies optimal structures, considering all legal and reporting obligations. They provide access to vital information, analysis, and investment opportunities crucial for long-term wealth outcomes. Fathom offers a personalized service by combining Wealth Structuring with Private Banking, aiming to create a unique value proposition for family wealth. Additionally, through third-party/external consultants, they can assist with Tax Structuring, Inheritance Planning, Administration (e.g., SICAV, SPF, Family advisory), Concierge & Redomiciliation services, Wealth Consolidation and Dedicated Reporting, and Investment and Life Insurance Inheritance. Fathom also assists clients with Real Asset Exposure, recognizing the growing opportunities in real estate and infrastructure. They help clients build real asset exposure by financing needs, establishing real estate funds, or undertaking merger and acquisition projects, highlighting benefits such as stable cash flows, diversification, inflation resistance, and competitive appreciation rates. For Corporate Solutions, Fathom partners with businesses to optimize treasury operations, generate opportunities, and create value. They develop tailor-made asset allocation models that align with a corporation's specific investment objectives, cash flow, FX requirements, risk tolerance, and time horizon. This approach aims to strengthen treasury discipline, cash flow management, and long-term profitability. Furthermore, they provide expert consultancy for Mergers and Acquisitions (M&A), guiding corporate clients through these complex processes. A unique and significant service offered by Fathom is Leave an Effective Inheritance, addressing the challenge of intergenerational wealth transfer. Recognizing that a substantial percentage of inherited wealth is lost in subsequent generations, Fathom provides an educational model designed to equip the next generation with financial literacy. This program involves experts educating younger family members (in small groups) on macroeconomics, financial environments, investment products, and trends. Following a theoretical and practical assessment, participants open investment accounts with a small deposit (10-20K EUR). Fathom's investment managers ensure a thorough understanding of financial situations, objectives, restrictions, and time horizons before each child sets up and monitors their investment portfolio with ongoing guidance from consultants. This educational model is applicable to both college students and young professionals beginning their careers, fostering responsible wealth stewardship.