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
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 & 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
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
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.
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