Founded in 2012 and headquartered in London, Olistico Wealth is a boutique wealth management firm dedicated to providing comprehensive and tailored financial solutions. The company operates on a client-centric and independent model, meaning its advice is not tied to any specific products or providers. Its services encompass investment management, retirement planning, estate and inheritance tax planning, and protection, all integrated into a holistic financial plan for its clients, who are typically high-net-worth individuals and families.

Founded in

United States