Numisma

Numisma Overview

Introduction: Numisma is a Specialized Financial Services Firm Providing Wealth Management & Fund Advisory Services under the Private Ownership of The Numisma Group. Numisma does not offer retail trading services or self-directed trading platforms such as Forex or CFDs as do Traditional Retail Trading Brokers. Rather, Numisma provides Investment Management Services to Institutional Clients and High-Net-Worth Individuals (HNWI). The firm emphasizes Transparency, Independence, and Professional Expertise through a team comprised of Ph.D.'s in Quantitative Finance and Experienced Actuaries. The Investment Philosophy is based on Modern Portfolio Theory combined with Systematic Risk Management.

Background and Corporate Structure: Numisma operates through a Group of Cyprus incorporated entities and benefits from the European Regulatory Environment. Although the year of founding and the location of its corporate headquarters are not publicly available, the structure of its operations is disclosed by way of its Licensed Subsidiaries.

Key Features and Services: Numisma's primary service offering is Discretionary Portfolio Management which is tailored to each client's Investment Objectives and Risk Tolerances. Investment Process Following the principles of Harry Markowitz’s portfolio theory developed in 1952, the investment process emphasizes the importance of diversification and achieving an optimal balance between risk and return.

Investment Process & Risk Control Investing Committee manages the determination of asset allocation investment proposal. Based on liquidity, cost-effectiveness and projected returns, investments will be selected. The portfolios of Numisma are optimally maintained and closely tracked through the use of proprietary quantitative models.

No Retail Trading Services Numisma does not provide:

* Forex or CFD trading.

* Retail trading accounts.

* Access to stocks or currencies for self-directed trading.

All investment decisions are made on behalf of Numisma clients by the professional staff of the firm.

Regulatory Compliance & Licensing Numisma maintains a strong regulatory framework through its Cyprus entities. Licenses and registrations with the relevant Cypriot regulator include:

EntityRegulatorLicense NumberStatusNumisma Fund Management (Aude FM LTD)CySEC Asset Investment Firm License Number: 30/56/2013ActiveNumisma Capital LtdCySEC: 122/10 (Investment Firm License)Active

Additionally, Numisma indicates that it is licensed with the major European regulators including:

* FCA (United Kingdom)

* BaFin (Germany)

* Consob (Italy)

* AMF (France)

Though the public does not have access to any license numbers associated with the Eurozone regulatory authorities.

Further, Numisma complies with EU Regulation 2019/2088 of the Sustainable Finance Disclosure Regulation (SFDR). Numisma integrates consideration of sustainability as a component of its investment strategies.

Trading Conditions and Technology Trading Conditions Numisma is a full service discretionary wealth manager and does not publicly disclose typical trading conditions such as:

* Spreads

* Leverage

* Minimum Deposit

* Commission per trade

Platform Technology

Feature Description System for continuous monitoring and forecasting of Risk Risk Management Software Quantitative models are built upon the Markowitz Portfolio Theory Portfolio Optimization No retail trading platforms (MT4/MT5 are not offered) No mobile application offered.

Fee Structure Numisma has a transparent fee structure with no performance-based fees although there is no published pricing information available. The fee types are:

* Deposit Fees are not disclosed.

* Withdrawal Fees are not disclosed.

* Commission There are no performance-based commissions. All commissions are written in a transparent manner.

* Inactivity fees are not disclosed.

User Experience & Reputation User reviews and testimonies are scarce. The reputation of Numisma is primarily built around:

* Professional expertise

* Independence

* Quantitative and actuarial-based investment management approach

The services of the firm better serve institutional and high net worth investors than retail investors who are looking for active trading platforms.

Recent Developments

* Internal Procedures Manual Updated September 2024

* Continued compliance with SFDR 2019/2088

* There have been no significant public announcements or structural changes during the 2024-2025 period which may indicate that Numisma continues to operate without major changes and is still focused upon the provision of wealth management and advisory services.

Conclusion As a specialized wealth management and fund advisory firm in the Numisma Group, Numisma offers solutions to sophisticated investors and not retail traders. Numisma's strength lies in its:

* Quantitative portfolio management skills

* Rigorous risk management

* Transparent and regulatory compliant structure (under CySEC)

Although there is minimal publicly available information with respect to the fees, typical trading conditions, or limited information concerning user reviews, Numisma remains a viable option for both high net worth and institutional clients who require bespoke discretionary investment solutions as opposed to self-directed trading platforms.