This is a company brochure for Aquilla Nummus Ltd, a boutique asset management firm based in Nicosia, Cyprus. It is addressed to high-net-worth individuals seeking personalised investment services. The document introduces the firm's philosophy of combining local insight with global perspective, and emphasises trust, transparency, flexibility and experience as core values. The brochure presents…
This is a company brochure for Aquilla Nummus Ltd, a boutique asset management firm based in Nicosia, Cyprus. It is addressed to high-net-worth individuals seeking personalised investment services. The document introduces the firm's philosophy of combining local insight with global perspective, and emphasises trust, transparency, flexibility and experience as core values.
The brochure presents the management team, including CEO Vahe Gevorgyan, General Manager Levon Ohanian, Portfolio Manager Michael Kaspar, and others. It outlines the firm's core services: 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.
A section on investment strategy explains how the firm assesses each client's financial position, investment experience, goals, time horizon, liquidity needs and risk tolerance to build a tailored portfolio. The document also covers the firm's commitment to ongoing portfolio reviews, informed decision-making, and partnerships with reputable European banks and custodians.
The brochure closes with contact details: phone numbers, an address in Nicosia, Cyprus, and a website. It is designed as a professional introduction to the firm's services and approach to wealth management.