This document is a corporate brochure for Aquilla Nummus Ltd, a boutique asset management firm based in Nicosia, Cyprus. It is intended for high-net-worth individuals seeking personalised investment services.
This document is a corporate brochure for Aquilla Nummus Ltd, a boutique asset management firm based in Nicosia, Cyprus. It is intended for high-net-worth individuals seeking personalised investment services.
The brochure introduces the firm's philosophy of combining local expertise with global investment exposure. It emphasises a highly personal approach, with investment strategies tailored to each client's objectives.
It presents the firm's core values: trust, transparency, flexibility, and experience. The team is introduced, including General Manager Levon Ohanian, CEO Vahe Gevorgyan, Portfolio Manager Michael Kaspari, Risk Manager Sarkis Basmadjian, and others.
The services section lists five core offerings: investment management across bonds, equities, and money-market instruments; safekeeping and administration of financial documents; custody of assets; brokerage services; and market research and analysis.
The brochure explains the client onboarding process, which assesses financial position, investment experience, goals, time horizon, liquidity needs, and risk tolerance. It highlights ongoing portfolio reviews and communication with clients.
The closing sections cover why to choose Aquilla Nummus, focusing on long-term partnership, ongoing reviews, informed decisions, and partnerships with reputable European banks and custodians. Contact details and the Cyprus address are provided.