INTRODUCTION

A SPECIALIZED INVESTMENT FIRM

TAILOR MADE SOLUTIONS FOR INVESTORS AND CLIENTS

INDEPENDENT, INTEGRITY & EXPERIENCE

ABOUT THE FIRM

OUR FOCUS
  • An independent investment and advisory firm
  • We provide advice on investment management, private equity and transaction services
  • Global asset allocation, strategies and solutions
OUR STRENGTH
  • Independent & open architecture
  • Stable and long lasting relationship with our clients
  • Integrity, reputation and discretion
  • Selection of top financial institutions
  • Selection of best of breed partners & fund managers
INDEPENDENT & RESULT DRIVEN
  • We have no conflicts of interests
  • Performance is key
  • We are investors ourselves, aligned with our clients
  • Our reputation and performance is our track record

OUR BUSINESS

Institutional quality.

High service level & reputation with the benefit of being independent.


VALUE ADDED SERVICES (I)

INVESTMENT MANAGEMENT
  • Flexible open architecture
  • Custody and portfolio management solutions
  • Global asset allocation strategies
  • On going portfolio risk monitoring
  • Asset protection and corporate solutions
  • Succession planning
STRATEGIC ADVISORY
  • Access to policy makers & opinion leaders
  • The benefit of being independent
  • Comprehensive one stop solution

VALUE ADDED SERVICES (II)

TRANSACTION SERVICES
  • We source, arrange and structure investments
  • Independent board of director services
  • Execution and management know how on investments
  • Result driven
SECTOR EXPERTISE
  • Telecom and media
  • Technology
  • Real estate
  • Renewable energy

KEY PARTNERSHIPS

  • We work with selected top financial institutions
  • Global custody solutions
  • Asset protection and corporate solutions
  • Custom made solutions
  • Strategic asset allocation
  • Investment advice
  • Portfolio management
  • Arts & philanthropy management & advice
  • Strong financial international network
  • Cross-sector business network

STRATEGIC PARTNERS

  • Provides corporate solutions
  • Asset Protection
  • Wealth structuring and succession planning
  • Based in Montevideo, Uruguay

THE TEAM

MANAGING PARTNERS
  • FERDINAND PORÁK
  • CARL LUDWIG SCHOENFELDT
  • CHRISTOPH SCHAER [in association with Orion Advisors S.A.]
  • GREGOR SCHMID [in association with Orion Advisors S.A.]
SENIOR PROFESSIONALS
  • MAXIMILIANO CAMBON
  • CLARA BULGHERONI
  • ABI ROMAGNOLI
  • MARIA MAYANS