Implementation of Business Plan
GlobalWealth Group PLC announces the successful implementation of its business plan for 2025, highlighting the completion of the Reverse Takeover, growth in Assets Under Management to €640 million, and strategic developments across real estate, energy, tourism, and wealth-tech sectors. Global Tower, Wealthyhood and Corfu Development amongst the most important developments.
BUSINESS PLAN IMPLEMENTATION AND MAJOR DEVELOPMENTS DURING THE YEAR 2025
GlobalWealth Group PLC (CSE: WEALTH) hereby announces the progress of its business plan and the major operational developments for the year, in accordance with the regulations of the Emerging Companies Market of the Cyprus Stock Exchange.
Strategic Transformation and Industry Positioning
Following the successful completion of the Reverse Takeover (RTO) on 24 April 2025, the Company has fundamentally transformed its strategic direction. GlobalWealth Group PLC has evolved from a real estate development entity into a wealth-tech driven, vertically integrated investment and asset management group.
The Group’s strategic positioning directly addresses structural shifts in the global asset management market, specifically the "Barbell Effect" and the "Profitability Paradox."
The global market is now characterized by a polarization of capital either towards low-cost, passively managed investments or towards specialized, high-yield investments in Private Markets, leaving traditional active management strategies under pressure. Concurrently, the industry faces an "Advice Gap" as incumbents retreat from the mass market, while the "Great Wealth Transfer" shifts capital to a tech-savvy generation demanding digital accessibility.
In this environment, the Group differentiates itself by offering comprehensive solutions covering the full investment spectrum. We combine access to traditional, liquid markets with a strong specialization in Private Markets and Real Economy assets. The Group creates value by owning the entire value chain: from Origination of projects, to Structuring of investment products, and finally to Distribution.
Business Objectives
The Group executes its business plan based on three central pillars.
Investing in Core Assets and Development (Origination)
The Group utilizes its proprietary balance sheet to originate, incubate, and de-risk projects in Real Estate, Energy, Technology, and Tourism. The objective is to create institutional-grade assets intended either for disposal to the broader market to third-party investors, or for strategic integration, and not exclusively for the Group's managed funds.
Providing High-Quality Investment Opportunities (Product)
Leveraging its regulated subsidiaries (GMM Group), the Group offers a full spectrum of investment products. This includes UCITS for daily liquidity and global market access, as well as specialized AIFs focusing on private, alternative, and specialized investments (illiquid assets), catering to every investor profile.
Embracing Digital Transformation (Technology).
The Group adopts wealth-tech and "platformization" technologies to reduce operational costs and democratize access to professional wealth management, bridging the "Advice Gap" for mass-market investors.
Major Developments of the Year
The Board of Directors highlights the following key developments which mark the successful execution of the first phase of this strategic transformation:
Corporate Actions & Capital Structure
The Company successfully completed the Reverse Takeover (RTO) of 100% of the share capital of GMM Global Money Managers Ltd and GMM Global Money Managers AIFM Ltd, fully integrating the Asset Management vertical.
Concurrently, the Group restructured the operations of the Company’s Greek Branch into a dedicated subsidiary, "Wealth Avenue Single Member P.C.", to optimize the management of real estate development activities.
Furthermore, the Company strengthened its capital base by raising new equity capital during 2025 (excluding shares issued for the RTO), confirming investor confidence in the new strategy.
Asset Management
A significant increase in Assets Under Management (AUM) was recorded across the Group’s regulated subsidiaries, from €444 million (as at 31 December 2024) to €640 million (as at 30 June 2025).
Additionally, the Group obtained authorization for and launched the new "Global Wealth Management" service, offering discretionary portfolio management and advisory services to High-Net-Worth Individuals and institutional clients, enhancing the traditional distribution channel.
Real Estate Development
In the real estate sector, the Group has agreed to enter and control, together with managed investment funds, the construction company of the mixed-use project Global Tower in Nicosia with a gross area of 17,000 sq.m.
Simultaneously, development continued for the two residential projects under Wealth Avenue: Kennedy Residences in Pylaia, Thessaloniki, and Gregou Residences in Porto Rafti, Attica, while the entire stock of apartments held for resale by the Greek Branch was successfully sold.
As part of portfolio rationalization, a strategic de-investment and exit from the Marousi project was executed to reallocate capital to higher-velocity opportunities.
Additionally, the process has commenced for the registration of a new strategic real estate development fund named Global Real Estate Development Fund (GREDF).
Energy
The Global Green Energy Fund (GGEF) significantly expanded its portfolio, focusing on the "Baseload Premium" of Hydroelectric Projects. Developments include the delivery and grid connection of a new Hydropark in Aigio, the investment in a fully operational Hydropark in Kerkini, and the commencement of development for a Hydropark in Milia.
The portfolio now comprises 3 operational hydroparks, 1 under development, and 1 in the pre-development licensing stage.
Tourism & Hospitality
A strategic investment in a major luxury tourism development in Corfu has been agreed upon and partially implemented. This investment, structured as a co-investment between the Group and its managed Funds, aims to capitalize on the shift of Greek tourism toward quality (the 'Luxury Pivot'), as well as the asymmetric tourism growth observed in Corfu.
Agribusiness
The investment cycle in the olive oil standardization and export facility was successfully completed, through the strategic sale of the convertible bond held by the Group following the maturation of the investment in the previous year.
This completion validates the Group’s ability to mature private equity stakes and transform them into institutional investment products, practically implementing the Capital Recycling and Strategic Integration model.
The Group continues to maintain an interest in the Agribusiness and Olive Oil sector through the managed Real Value Investment Fund (RVIF).
Wealth-tech
The agreement for the strategic investment in Wealthyhood has been signed and partially executed (the full completion of which is subject to the non-objection of the Hellenic Capital Market Commission), with the Group acting as Lead Investor holding a minority stake.
Wealthyhood is a leading investment platform (Neobroker) aimed at democratizing wealth management, providing services to micro-investors through fractionalization technology and Artificial Intelligence tools (AI Co-pilot).
Simultaneously, it operates in the B2B sector offering "Wealth-as-a-Service" infrastructure to financial institutions.
This investment signals the Group's activation in the strategic Wealthtech sector and establishes the necessary digital distribution channel for its products.
Outlook
The Group remains focused on the development of its capital recycling and completing the integration of its verticals with the aim of democratizing access to wealth management.