Providing comPrehensive, Personalised solutions for high net worth

Providing comprehensive, personalised solutions for
High net worth individuals and their families
June 2013
Our Competitive Advantage
Largest multi-family office in the UK
serving EasterN European and Asian clients
• 7 offices worldwide
• Over 100 employees
• Established over 10 years ago
• Professional Advisory Board
• Nominated “Family Office of the Year” by Spear’s Russian
Wealth Management Awards 2011 and 2012
• ISO 9001 International Quality Standard certificate
• Professional team with diverse backgrounds
• Confidentiality, objectivity and independence
• Multilingual advisors with a collective knowledge of over
22 languages
• Exclusive partner of Citi Group for property services
Yury Gantman
CEO
Investment Services
Alternative Investments
Asset Financing
Insurance
Wealth Structuring
Legal Case Management
Bespoke Property Search
Corporate Services
VIP Concierge Services
Security and Due Diligence
Philanthropy Advisory
Investment Services
Bespoke financial planning
and debt capital financing
• Investment advisory services, including development
of tailored portfolios
• Discretionary investment management
• Investment fund creation and management
• Debt capital financing
Service provided by our offices in Switzerland and The Bahamas.
Kirill Ganin
Head of the Geneva Office
Alternative Investments
Oracle Paradis Wine Fund
• Unique asset class for portfolio diversification
• Compound annual growth rate in excess of 12% for
fine wine over the last 50 years
• Increasing Asian demand has further pushed up prices
in the past decade
• Fund managed by industry professionals with more
than 100 years of combined relevant experience
David Nathan-Maister
Managing Director
Oracle Paradis Wine Fund
Our Banking Partners
Jurisdictions
UK |
Switzerland
|
Singapore |
Banks
• Bank of Singapore
• Banque Privée Edmond de
Rothschild
• Barclays
• BNP Paribas
• Brown Shipley/KBL
• BSI Bank
Bahamas
|
UAE
|
Hong Kong |
• Deutsche Bank
• Emirates NBD
• Falcon Private Bank
• HSBC
• JP Morgan
• Julius Baer
• Lombard Odier Darier Hentsch
• Royal Bank of Canada
• CBH Compagnie Bancaire
Helvétique
• Société Générale
• Credit Suisse
• Valartis Bank
Martin graham
Chairman of the Advisory Board
Monaco
Asset Financing
Financing solutions
for all of your assets
• Aircraft financing
• Yacht financing
• Residential mortgages
• Commercial mortgages
• Residential investment purchases (buy-to-let)
Service provided by Wealth Garant Ltd., a group company and an entity
authorised by the Financial Services Authority.
Ross McLellan
Managing Director
Insurance
Helping protect your family,
your health and your lifestyle
• Life and household insurance
• Public liability
• Marine and aviation
• Valuables, collectables and motor insurance
• Business Protection: Directors & Officers, Professional
Indemnity
• Specialist risks
Service provided by Wealth Garant Ltd., a group company and an entity
authorised by the Financial Services Authority.
Private Office
Private wealth structuring, asset protection,
taxation and succession planning
• Wealth structuring and planning
• Asset protection
• Development of tax optimisation structures
• Consolidation of business and personal assets
• Full scope project management
• Formation of trusts, private trust companies and private
foundations
Service provided by Oracle Capital Private Office Ltd., a group company.
Svetlana Ryabokon
Head of Trust and Fiduciary Services
Legal Case Management
Assured quality and efficiency
in all your legal matters
• Legal Case assessment
• Choice of top experienced lawyers
• Monitoring Lawyer’s Performance
• Case Progress Reporting
• Communication Assistance
• Assurance of Cost and Time Efficiency
• Outcome Guarantees
We assign top experienced lawyers to your case, and closely
monitor every aspect of its progress to ensure expected outcome
is achieved with utmost efficiency.
Dr Yuri Rapoport
Executive Director
Oracle Legal Case Management
Bespoke Property Search
Boutique full service
property consultancy
• Bespoke commercial and residential property search
• New development projects
• Sale of properties in prime London areas and Home
counties
• Full professional transaction support
• Upmarket property lettings
• Property management
Service provided by Ashton Rose Ltd., a group company.
Inessa Falina
Head of Property
Examples of Our Properties
Oracle Apartments
Luxury development
in Hampstead
Prices from £4,630,000
Off-plan development
in Kensington
Completion – End of 2014
Prices from £750,000
Surrey
Houses in secure estate
Penthouse in Hampstead
Prices from £2,500,000
Prices £8,000,000
Corporate Services
Professional corporate structuring,
administration services
• Incorporation and registration of off-shore and on-shore
companies
• Company administration
• Nominee director, shareholder and company secretarial
services
• Registered and virtual office services
• Accountancy and book-keeping
• Opening and management of bank accounts
• Merchant account and terminal setup
• Document translation
• Document notarisation and legalisation
• Assistance with audits
Liga Lasmanovica
Head of Corporate Services
VIP Concierge Services
Private members’ club
for a luxury lifestyle without hassle
• Flights and private jets to any destination
• Hotel accommodation worldwide
• VIP shopping
• Sightseeing tours
• Education programmes and school admissions
• Recruiting of nannies, private tutors, chauffeurs, chefs and
household staff
• Health services and spa treatments
Service provided by Ashton Rose Concierge Services Ltd, a group company.
John Bird
Head of Concierge Services
Security and Due Diligence
PROVIDING COMFORT AND
PROTECTION TO ALL OUR CLIENTS
• Corporate and Personal Due Diligence and
background check
• Bespoke security solutions and consulting
• International Close Protection
• Business and personal risk assessment
Oracle Capital
Charitable Foundation
only through active involvement in
improving the lives of others can
people enrich their own lives
• Providing an extensive network of grants to support
education, health services and social development projects
• Recognised supporter of the arts
• Among our partners are:
~~ Macmillan Cancer Support
~~ Wigmore Hall
~~ Jubilee Woods Project
~~ Hermitage Foundation UK
~~ Christie’s
~~ Royal Academy of Arts
~~ London School of Business and Finance (LSBF)
~~ Veteran’s Coalition Global Adventure Plus (GAP)
~~ Gift of Life
Lord Clanwilliam
Chairman of Oracle Capital
Charitable Foundation
Contacts
To find out more about the services we provide or how we can help
meet your corporate or personal needs, please visit www.orcap.co.uk,
call us on +44 (0) 207 725 6900, or e-mail [email protected]
Luxembourg
46A Avenue J.-F. Kennedy
L-1855 Luxembourg
Luxembourg
T: +352 (26) 005 284
[email protected]
London
Oracle House
8-12 Welbeck Way
London W1G 9YL
United Kingdom
T: +44 (0) 207 725 6900
[email protected]
Almaty
Nurly Tau Business Centre
5 Al-Farabi prospekt
Building 2B, Office 405
Almaty, Kazakhstan, 050059
T: +7 (727) 311 01 88
[email protected]
Geneva
15 Rue de Jeu de l`Arc
Geneva
CH-1207
Switzerland
T: +41 (22) 304 44 44
[email protected]
Limassol
32 Kritis Street, 4th Floor
Mesa Geitonia
Limassol, 3087
Cyprus
T: +357 (25) 11 42 05
[email protected]
Moscow
Domus Business Centre
1st Golutvinskii per., b.1
Moscow, 119180
Russia
T: +7 (495) 723 73 41
[email protected]
Nassau
Suite 205A – Saffrey Square
Bank Lane & Bay Street
P. O. Box N-9934
Nassau, Bahamas
T: +1 (242) 322 16 58
[email protected]
www.orcap.co.uk
[email protected]