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The History of Alpha-Omega Private Wealth.

Alpha-Omega Private Wealth Founder Lee Stevens brings 18 years investment and management experience to the firm having previously worked for Deutsche Asset Management. A graduate in International Business with  Applied Economics, Lee is a Fellow and Advanced Wealth Manager of the CISI and a member of AILO. He has specific interest in investor psychology and behavioural finance. 

Lee started out in the world of financial advisory from the age of  24 years old, enabling him to gain a good grounding that would eventually lead to him taking the plunge and setting out on his own.

After spending some time working in New York Lee returned to the UK. Inspired by his experience abroad he propelled himself back to foreign climates via Moscow,  Mumbia, working with international private brokers along the way gaining huge financial experience. These tools gave Lee the platform to establish himself in Athens where the birth of Alpha-Omega Private Wealth was created.


Growing With You

As any good business knows, if you grow with your clients, your clients don’t outgrow you; Alpha-Omega Private Wealth realised that if  we are to keep that personal contact with our clients, we need to move with them, ensuring that their financial needs were met not just at home, but when they were away too, therefore full service is still maintained should clients move location through personal or business circumstances.


Under Management

Alpha-Omega Private Wealth currently has $68 million total asset under management, and with a growing clientele year on year portfolio growth is expected.

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