Corporate Leadership
Independent leadership, client-first decisions
Seasoned leaders guiding disciplined execution
Martin Emilia
Oversees portfolio strategy and risk frameworks, ensuring top-down macro views connect to bottom-up selections.
Alice Genesis
Leads implementation and oversight across client mandates, coordinating sector specialists and trading.
Sophie Alice
Directs global research priorities, fusing economic, policy, and sentiment signals for forward-looking insights.
Investment Policy Committee (IPC)
A core group of seasoned professionals—backed by dedicated researchers—holds responsibility for strategic investment decisions affecting client portfolios. Their collaborative process blends decades of experience with current market intelligence to drive consistent, disciplined outcomes.
- Top-down macro view: economic cycles, policy shifts, global sentiment.
- Category selection and thematic positioning across regions and sectors.
- Security selection and risk budgeting in partnership with research leads.
- Risk oversight and scenario analysis that emphasize durability.
Macro-to-Micro Strategy
We start broad—global economics, political landscapes, and market sentiment—then focus down to opportunity sets and specific securities with strong risk-adjusted potential. That methodical progression informs the portfolio’s structure.
- Macro signals inform tilts.
- Category positioning bridges macro insights and security selection.
- Bottom-up diligence validates conviction and position sizing.
Research & Evaluation
Our research team partners with the Asset Evaluation function to maintain rigor and accountability. Together they test assumptions, stress-test exposures, and recommend refinements over time.
| Function | Focus |
|---|---|
| Global Research | Economic & policy outlooks, sector trends, valuation context. |
| Asset Evaluation | Position-level review, risk flags, scenario planning. |
| Implementation | Trade execution, liquidity, cost control, tracking consistency. |
Independence that serves clients
Free from external shareholder pressures, we focus entirely on what benefits clients most—thinking differently, maintaining a long-term perspective, and aligning roles so specialists can deliver dedicated, conflict-aware service.
Leaders across client segments
Private Wealth
Tailored planning, discretionary management, and proactive service.
Wealth ManagementWealth ManagementInstitutions
Disciplined strategies for corporations, pensions, endowments, and sovereign funds.
Institutional InvestingInstitutional InvestingBusiness 401(k)
Plan design support, fund oversight, and vendor coordination.
401(k) Services401(k) ServicesRepresent Assets Glocalization Unicorn in your market
Investors with active investment with solid liquidity in sums or who has the capacity to build a team of investors stand a chance of being offered a company representative position. If interested, send us a mail or write to any of our support services channels.
Disclosures
Review our client relationship summary and advisory brochures for services, fees, and standards of conduct.
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