We invest
in category
changers

Solving common problems with special products

What we do?

Specialized industry experts with the insights, perspectives, and connections needed to build game-changing organisations.

Bespoke investment strategies

We use an individualized approach when developing an investment strategy for each client. When constructing a portfolio, we take into account your financial goals, desired investment horizon, risk tolerance level, and specific requirements such as tax optimization or estate planning.

By choosing us, you receive a personalized, liquid, and diversified investment portfolio. The portfolio’s flexibility allows us to adjust the strategy promptly in response to changes in trends, legislation, and the macroeconomic environment.

Multi-asset portfolio management

The portfolios crafted by our specialists combine assets from various classes, sectors, and regions, ensuring a high level of diversification. This approach guarantees the preservation of capital and its long-term growth.

We offer complete transparency in managing your assets. Reporting, information on portfolio composition, and any potential strategy adjustments are available in the investor’s personal account. We are always open to dialogue and maintain active communication with our clients.

Financial advice

We design our clients’ investment portfolios to achieve maximum financial and legal efficiency. Our specialists monitor changes in legislation and evaluate global economic processes, providing expert financial advice not only during portfolio formation but also throughout its management.

Who we are?

We are a boutique asset deployment firm serving unique clients by offering tailored solutions for the most complex and refined business challenges.

01

Wealth preservation

Our wealth preservation principles ensure that your wealth does 
not lose value over time by building diversified, 
inflation-proof strategies.

02

Asset allocation

With local insight and a global footprint, we create superior investment portfolios with exceptional diversification built around you and your preferred risk level.

03

Building a Trust

Earning our clients’ trust is paramount to who we are and what we do. Talk to us at any time to discuss your wealth management plan and our advisors will be at your disposal.

04

Steady returns

We look to grow and enhance your wealth over the long term. We cherry-pick the very finest investments with the best potential to help you reach your financial goals.

Vision & mission

Innovative aspirations for an exciting future

We are a global Hybrid
Financial Footprint.

Our activities include not only providing boutique asset deployment services but also creating and managing investment funds. Each fund represents a collection of unique assets from key sectors of the global economy, based on a specific idea available exclusively to institutional investors, whose capital we attract to scale up our operations. In total, we manage assets worth $1.2 Billion, distributed across a wide network of partners.
About us

Funds Management

Our activities include not only providing boutique asset deployment services but also creating and managing investment funds. Each fund represents a unique set of assets from key industries of the global economy, based on a specific idea available exclusively to institutional investors, whose capital we attract to scale our operations. In total, we manage assets worth $1.2 billion, distributed across a broad partner network.

Major
investors

Shaping the Future with Visionary Investors

We collaborate with investors who set the tone on the global financial stage. They are not merely sources of capital, but partners who share our business philosophy and drive for innovation. Their active involvement and expert support have become the fuel for the continued sustainable development of 13o3 and for taking our operations to a new level.