Optima Management, specifically Optima Asset Management, is part of a combined enterprise formed by the merger of FWM Holdings and Stanhope Capital Group.
Prior to February 2021, Optima Asset Management was owned by FWM Holdings. This changed when FWM Holdings, an entity that also owned FFT Wealth Management and LGL Partners, merged with Stanhope Capital Group.
The merger, which was completed in February 2021, created a unified and expanded enterprise with a significant global presence. This combined entity operates across Europe and the US, collectively advising on over $24 billion in assets. The integration means that Optima Asset Management now operates under the umbrella of this larger, newly formed entity, benefiting from an expanded operational scope and enhanced resources.
For further information regarding their services and history, please refer to their official About Us page.
