Delphi EU – Our Approach to Long-Term Wealth Management
Join our Delphi EU webinar and discover our approach to long-term wealth management, the investment principles behind our portfolio, the European regulatory framework, and the people behind Delphi.
For investors living in the European Union, finding a professionally managed investment solution that combines a clear long-term strategy with an appropriate European regulatory framework is not always straightforward.
In this Delphi EU webinar, we will explain how the solution works in practice and what differentiates our approach.
We will cover:
What is Delphi EU?
Who the solution is designed for, what we offer and how it works.
The regulatory framework
How Delphi EU operates within a European regulatory framework, with regulated investment services provided by Numisma Wealth Management Ltd. We’ll explain how investor accounts are structured, where assets are held, and the transparency and control investors maintain over their accounts.
Our investment philosophy
The key principles we use when selecting companies and building the portfolio, including fundamental analysis, profitability, financial strength, competitive advantages, management quality, valuation and a long-term investment horizon.
The people behind Delphi
Meet the people responsible for Delphi, their backgrounds and experience, and how investment decisions are made.
Becoming a Delphi client
The practical aspects of working with Delphi, including minimum investment, fees, account setup and the onboarding process.
The presentation will be followed by an open Q&A session.
Who is this webinar for?
The webinar is intended for people living in the EU who have capital to invest and are considering a professionally managed, long-term investment solution.
By the end of the webinar, you’ll have a clear understanding of how Delphi EU approaches long-term investing, how the regulatory and account structure works, and who is responsible for managing the portfolio. You’ll also understand the practical steps involved in becoming a Delphi client and have the opportunity to ask the team your questions directly.