Jūlija Bistrova
CEO & Partner
Investment research, portfolio construction and overall investment direction.
WHY ALPHINOX
Know what you own.Know who is responsible.
Alphinox is built around clear investment structures, direct accountability, and access to the people making decisions.
OUR PHILOSOPHY
Research is part of the product.
Research guides our portfolio decisions. We analyse companies, markets and long-term trends to understand opportunities and risks, and to build portfolios with a clear rationale.
For systematic strategies, research is expressed through defined rules and a long-term methodology discipline. In all cases, investment decisions should have a reason that can be explained.
Investment decisions should have a reason that can be explained.
OUR PEOPLE
Close to the people making the decisions.
There is no separate sales layer between the client and the investment process.
Our management team is involved in portfolio management and client relationships. Two members of the management team are also shareholders in Alphinox, linking responsibility for the firm with ownership in its long-term development.
Jānis Libeks
COO & Partner
Portfolio management, investment projects, operations and business development.
Andrejs Tumanovs
Chief Legal
Legal, compliance, governance and client-related legal matters.
OUR APPROACH
One relationship. The right expertise.
An investment portfolio is only one part of a client’s financial life.
When questions extend into real estate, tax, legal structures, succession or other areas outside our own investment-management expertise, we help clients access the appropriate specialist rather than trying to become one ourselves.
We stay responsible for the relationship and bring in specialist expertise where it adds value.
CONFIDENCE BUILT ON STRUCTURE
Structure matters.
A clear structure helps clients understand who is responsible, where investments are held and how decisions are governed.
Alphinox operates through regulated investment-management and fund-management entities. Individually managed portfolios and fund investments follow different legal and custody structures, with defined roles for the manager, custodian/depositary and investor.
Regulated entities
Investment-management and fund-management activities are carried out through the relevant regulated Alphinox entities and supervised by Latvijas Banka.
Client asset custody
For individually managed portfolios, client assets remain in the client's own account with the custodian bank. Fund investments are held through the relevant fund structure.
Mandate and fund structure
The site must clearly distinguish between individually managed mandates and investment through NB8 Bond Fund.
Governance and policies
Compliance, risk management, governance and client-protection processes support the investment-management structure.
OUR ROOTS
More than 20 years of investment roots.
Alphinox traces its investment-management roots to 2004 and to Swiss asset management. Since then, the business has developed its own regulated entities, investment team and strategies in the Baltics.
The Swiss connection is part of the firm’s history, not the primary reason to choose Alphinox today.
A CONVERSATION