Why Invest in GlobalWealth
GlobalWealth offers unique exposure to a vertically integrated wealthtech ecosystem capturing value across the entire investment lifecycle.
Our Investment Thesis
Vertical Integration
Vertically integrated value chain capturing margins across origination, structuring, and distribution
Cyprus Hub Advantage
Cyprus hub advantage with rapid fund approval and competitive tax rates
Growth Markets
Strategic exposure to high-growth Greek and Cypriot markets
Digital Distribution
Digital-native distribution through Wealthyhood reaching new investor demographics
Real Asset Origination
Real economy asset origination in underserved sectors
Regional Market Tailwinds
Greek Alpha
Greece GDP growth vs 1% Eurozone average. Investment-grade credit restored.
RRF Multiplier
EU Recovery Fund co-financing de-risks private capital deployment.
Cyprus Advantage
Corporate tax rate. RAIF approval in weeks vs months in Luxembourg.
Housing Deficit
Unit shortage in Greece. Supply-constrained market with yield arbitrage.
Capturing the Full Value Chain
Unlike traditional asset managers who only capture management fees, GlobalWealth participates in value creation at every stage:
Origination
Development margins on real economy projects in real estate, energy, and agribusiness.
Management
Recurring management fees across €640M AUM through licensed UCITS and AIFM entities.
Distribution
Distribution margins via traditional wealth management and digital Wealthyhood platform.