Absolute Return Concept

At Meltemi, we believe in a straightforward principle: delivering absolute returns, regardless of market conditions.

This philosophy stems from our desire to provide something different
- an approach that focuses on growing wealth without being confined by traditional market benchmarks.

Our tailor-made strategies allow us to invest across bonds, equities and currencies, ensuring flexibility and resilience in volatile markets. When many large hedge funds struggle to maintain their performance, our boutique size gives us an advantage.

We’re nimble, responsive and entirely focused on maximising returns for every client. With a deep commitment to absolute returns, our goal is to create sustainable wealth across various market cycles, so you can trust that your investments are in safe, skilled hands.

Who we serve

Meltemi proudly serves a diverse clientele of sophisticated investors who value personalised, goal-driven investment strategies. Our clients include private investors looking to build or preserve wealth, family offices managing multigenerational assets, and institutions in search of strategic and tailored investment solutions.

We cater to those who appreciate a flexible, boutique approach that adapts to their unique financial goals, risk tolerance and time horizons. By understanding each client’s objectives - whether it’s capital growth, income generation, or a balanced approach - we create customised portfolios that align with their aspirations.

Our commitment to individual attention and discretion ensures that each of our clients benefits from an investment experience uniquely designed around their needs.

Our Approach

At Meltemi, every client relationship is unique. To manage your investments, we establish a tailor-made plan, ensuring that all regulatory requirements are met. But our service goes beyond just paperwork. We get to know you - your goals and your vision for the future - and we craft a portfolio that perfectly fits to your plans and ideals.

Partnering with custodian banks, we manage your assets and place trades,
but we don’t hold your funds directly. Instead, we act as a guide and trusted partner. As a boutique wealth management firm, we offer a personal touch, introducing you to top-tier professionals like tax advisors and real estate experts.

Our aim is to build a lasting relationship, always adapting to your evolving needs, and helping you grow with confidence.

Security

At Meltemi, safeguarding our clients’ assets and data is our top priority. We adhere to rigorous security protocols and best practices to ensure the protection of your investments and personal information. Meltemi Investment Management Limited is fully authorized and regulated by the Financial Conduct Authority (FCA) in the UK, which mandates stringent standards for client asset protection, data security and operational transparency.

Our partnerships with highly reputable custodian banks - Bank Julius Baer & Co. Ltd. and VP Bank (Schweiz) AG - further reinforce the security of your assets, ensuring that they remain in trusted hands. These banks act as custodian for our clients’ assets, collect dividends and coupons, pay interest on their call and deposit accounts, and also buy and sell investments as instructed by Meltemi.

The custodian bank will send contract notes, valuations and any other information directly to our clients. They will also send a copy to Meltemi for us to manage portfolios proficiently.

We use advanced encryption technologies and comply with all regulatory requirements to maintain the integrity and confidentiality of client information. At every level, we are committed to providing a secure, reliable investment experience that instils confidence in our clients.

Resources

All research at Meltemi is compliant with the European Markets
in Financial Instruments Directive (MiFID II).

Economic research mainly comprising asset allocation, equities, bonds and currencies is sourced from independent research providers known to us for more than three decades. This long-term relationship has enabled us to build close relationships with them and to understand their ‘nuances’, which is essential in understanding financial markets’ direction and making investment decisions.

Our research is enhanced by formal and informal daily contact with the custodian banks that we know for over three decades. Moreover, we supplement the research by subscribing to some top-rated data providers.

We have a unique investment team and investment ethos. Three senior members have known each other for over 25 years and have managed portfolios for wealthy clients some of the top international financial institutions. A small team enables us to react to changing markets quickly, appropriately and efficiently, and also to construct tailor-made individual portfolios according to client needs.

PRIVACY NOTE

CONFLICT OF INTEREST

Important Information and Disclosure

The information contained on this website does not constitute an offer or solicitation to sell any investment referred to on this site, by anyone in any jurisdiction in which such offer, solicitation or distribution would be unlawful or in which the person making such offer or solicitation is not qualified to do so or to anyone to whom it is unlawful to make such offer or solicitation. It is intended only for information purposes. Investors must separately obtain and carefully read information on our investment products, which will contain the information needed to evaluate the potential investment and its risks and provide important disclosures regarding fees and expenses.

The investments and products described in the following can only be marketed in certain jurisdictions. It is your responsibility to be aware of the applicable laws and regulations of your country of residence.

The information on this website is subject to copyright with all rights reserved. It must not be reproduced, copied or redistributed in whole or in part. The information on this website is published in good faith but no representation or warranty, express or implied, is made by Meltemi or by any person as to its accuracy or completeness and it should not be relied on as such.

Meltemi shall have no liability, save for any liability that it may have under the UK Financial Services and Markets Act 2000 (as amended from time to time), for any loss or damage arising out of the use of or reliance on the information provided including, without limitation, any loss of profit or any other damage, direct or consequential. No information on this website constitutes investment, tax, legal or any other advice.

You may leave the Meltemi website when you access certain links. In so doing, you may be proceeding to the site of organisations that are not regulated under the UK Financial Services and Markets Act 2000. Meltemi has not examined any of these websites and does not assume any responsibility for the contents of such websites nor the services, products or items offered through such websites. Meltemi shall have no liability for any viruses, data transmission errors such as data loss or damage or alteration of any kind, including, but not limited to, any direct, indirect or consequential damage, arising out of the use of the services provided herein.

You should remember that:

Past performance is not a reliable indicator of future results.
The value of investments and the income from them may go down as well as up and are not guaranteed. You may not get back the amount you invested.
Changes in the rate of foreign exchange may cause the value of investments to go up or down.
The levels and basis of, and relief from, taxation may change in the future.

MIFIDPRU & DISCLOSURE