Lucas Meyer
Investment Strategist – Derivatives
Independent wealth management partner – recognized regulatory authorizations.
Description – Account management partners / wealth managers
Our account management and wealth management partners operate within independent firms , holding all the required legal and regulatory authorizations , recognized by the competent authorities in their respective jurisdictions.
They operate within the framework of a partnership agreement with OIS Finance, with complete operational independence , to support, manage and monitor client accounts, according to high professional standards and in strict compliance with rules of conformity, governance and investor protection.
Their expertise ensures rigorous, transparent management in accordance with best practices in the wealth management sector, while integrating into the investment solutions and overall strategy offered by OIS Finance.