30 Years of Investing Experience

WEALTH MANAGEMENT

Tailored wealth management solutions backed by 60 years of experience in the financial markets.

Services

WEALTH MANAGEMENT

We create your customised short- and long-term investment strategies based on a wide range of factors: asset profile, liquidity needs, investment objectives, investment horizon, risk tolerance and currency of reference.

Discretionary Management

Management of bespoke portfolios  and investment strategies based on detailed anaysis of risk tolerance and financial objectives.

Advisory Services

Tailored advice on investment strategies and model portfolios based on expert analysis of market trends and outlook.  We employ in-house as well as select third-party research.

ESTATE PLANNING

Protection and structuring of personal and family wealth – SPVs, trusts, investment vehicles, choice of jurisdiction and taxes.  We employ a network of third-party service provides to deliver best posible outcomes.

Fund Management

Creation and management of investment funds, investment trusts, actively managed certificates (AMCs), structured notes and other SPVs to provide flexible access to financial markets, and to accomodate various investment ideas.

Investments & Execution

We provide non-advisory execution services across wide range of asset classes through our trading platform. With our execution-only services you will benefit from our technology and competitive pricing.

Asset Expertise

Offering comprehensive financial solutions through a wide array of financial instruments and derivatives.

Equities and Fixed Income

Equities and Fixed Income

We advise on, manage and execute equities and fixed income investments across various sectors, market caps and geographies. In our clients’ portfolios we maintain a balanced exposure to stocks and bonds through market cycles, periodically rebalancing market exposure in line with clients’ objectives and risk profile.

Private Equity & Venture Capital

Drawing on knowledge and experience we provide expert analysis of private equity and venture capital transactions aiming to help you achieve the best possible outcome. We strive to be creative and to generate alternative ideas and perspectives for our clients. We advise and execute in private equity as a part of your own portfolio, your special mandate or a special assignment where we perform on the basis of your instructions. We structure and manage SPVs or regulated funds as vehicles for your private equity investments.

Crypto & Digital Assets

Crypto assets have evolved into a legitimate part of the global investment universe. We advise, select third-party funds and execute strictly in line with your mandate related to crypto assets. We structure and manage for you SPVs and funds to hold such assets and organise secure storage for your crypto holdings.  We facilitate crypto payments and transfers.

Money Market and Liquidity Management

Cashflow and liquidity are often a priority for our clients. We see efficient liquidity management as the basis for stable investment returns. We help our clients to deal with routine or unexpected capital outlays, margin calls or large purchases. We help our clients with their financial planning and guard against liquidity gaps. We provide liquidity services through our own money market fund or through our partners’ solutions.

Our team

Mr. Jury Ostrowsky and Mr. Jack Arnoff have over 60 years of combined investment management experience at leading asset management institutions, including Pictet and UBS.

The partners’ core competence has always been discretionary management of funds and private wealth.

Mr. Jury Ostrowsky

Mr. Arnoff Jack

60 years of combined investment management experience.

Guiding Principles

Independence

We do not sell products. We advise and manage.

Stability

We are focused on developing durable and co-operative client relationships.

Openness

We are always seeking out the best solutions for our clients.

Individuality and flexibility

We offer bespoke solutions.

For 17 years, the company has been building diversified portfolios that help clients achieve their financial objectives, demonstrating reliability and a strong track record of performance.

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