Less For The Intermediaries,
More For You

Putting your capital to work - not into someone else’s pocket.

We offer professional, highly personalized wealth management services.
As an independent firm, our investment decisions are guided solely by what we believe is best for you—not by incentives to sell products that generate fees for intermediaries and middlemen.

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The information provided on this website is for informational purposes only and does not constitute financial, investment, or legal advice or services, nor an offer or solicitation of an offer or a recommendation to take investment decision or to deal in any investment. Past performance should not be considered and is not indicative of future results or nor is it a guarantee for future performance and no representation or warranty (express or implied) is made as regards to its future performance. Investors should consult a professional before making investment decisions.

What you could have earned if you invested €20,000 15 years ago

Historical performance of our 5 portfolios if you invested 15 years ago vs Bank Deposit

Why Choose Numisma?

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How We Invest

At Numisma we believe in striking the perfect balance between risk and return, catering to the diverse needs and goals of our clients. Whether you're a retail investor or a seasoned professional, we understand that every investor's risk tolerance and objectives are unique.

To address this, we offer carefully designed portfolios, tailored to align with varying levels of risk and return expectations. Our goal is to provide solutions that meet the needs of our investors, ensuring there’s a portfolio for you.

We are committed to making investing in the financial markets straightforward, accessible, and inclusive for everyone. By simplifying the process and providing expert guidance, we aim to navigate you through the complexities of finance.

Note: All investments are subject to market and/or otherwise risks. Past performance should not be considered and is not indicative of future results or nor is it a guarantee for future performance as the  value of investments may fluctuate due to a number of factors including, among others, market conditions, economic factors, and other external influences.
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Our Latest Articles

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25 June 2025

The Anatomy of the AI Bubble

Prepare for Impact: Is the AI Hype Nearing Its Tipping Point? A New Chapter in Tech — or a...
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23 June 2025

Why Keeping Your Money in the Bank Might Be Your Biggest Mistake

“I’ll just keep it safe in the bank.” It sounds smart. It feels responsible. But it might be the...
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Investing
19 June 2025

The Hidden Cost of Safety: Why Bank Investments May Be Failing You

For generations, banks have represented safety, trust, and financial security. Yet when it comes...
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Our Philosophy

We recognize that market downturns are an inherent part of investing and consider them a core factor when constructing our portfolios. While we cannot prevent economic downturns, our approach focuses on minimizing  potential losses to protect our clients' investments.

At Numisma, we leverage economic, geopolitical, and mathematical expertise to construct and rebalance our portfolios. Our goal is to mitigate losses during economic downturns while delivering competitive returns. Our portfolios are designed and rebalanced with a steadfast focus on long-term growth and stability
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