Your assistant in building an investment portfolio and increasing capital
We use our deep expertise to deliver
personalised, transparent and easy-to-understand investment solutions.
Qualifications and expertise for us not empty words
Vasyl Matiy
Wealth management expert, UHNWI advisor and business performance coach for top digital companies.
Igor Shoifot
Renowned venture capitalist and partner at TMT Investments, with extensive experience in early-stage funding.
Taras Kyrychenko
Banker with 15 years of experience, Chairman of the Supervisory Board of the NOVA Group of Companies
Oleksandr Kolb
Founder & CEO of Promodo, a leading digital marketing powerhouse in Central and Eastern Europe.
Vasyl Matiy
Chief Executive Officer (CEO), overseeing strategic growth and investment innovation.
Alina Shukh
Chief Operating Officer (COO), Certified Financial Planning & Wealth Management Professional (CFI), lecturer, columnist, junior world champion and record holder in athletics.
Kateryna Butko
Head of Advisory Services, certified financial consultant, sought-after speaker on finance and investment, published author, and active investor.
Your financial
freedom — our goal
Our values are
SFO foundation
Unmatched expertise
Our advisors are accredited by the National Securities and Stock Market Commission, hold specialized financial qualifications, and have international certifications in Financial Planning and Wealth Management. Their expertise ensures a structured, data-driven approach to investment strategy.
Absolute confidentiality
We adhere to the highest standards of client confidentiality through legally binding NDAs and contracts governed by UK
Ethics
We are guided by the Code of Ethics for the “Fee-Only financial planner” profession from the American Certified Financial Planner Board of Standards.
Ethical and transparent advice
Our philosophy aligns with the Fee-Only Financial Planner Code of Ethics as defined by the Certified Financial Planner Board of Standards (USA). We prioritise conflict-free, client-focused financial solutions. Strategic, long-term partnerships - wealth management is an ongoing journey, not a one-off transaction. We are committed to sustainable growth, ensuring that each financial milestone serves as a step towards greater capital appreciation and financial security.
High-touch advice and support
Our dedicated financial managers provide expert guidance, ensuring efficient execution, clear communication, and strategic alignment with your evolving financial landscape.
Institutional-grade investment methodology
Our investment framework is based on rigorous financial research, using quantitative modelling, risk-adjusted asset allocation and dynamic portfolio construction. We continuously adapt to macroeconomic shifts and market trends to ensure resilient, high-performing investment strategies.
Real estate
50%
Cryptocurrency
30%
Cash
20%
Stocks and funds
35%
Business
20%
Real estate
15%
Bonds
15%
Cash
10%
Cryptocurrency
5%
STRATEGY
We assess your financial goals, risk tolerance, capital structure, and specific needs. A thorough market analysis helps develop an effective, data-driven investment strategy.
A clear and structured investment plan outlining what, when, and how your portfolio will operate. We provide detailed calculations, rationale, and step-by-step guidance throughout the process.
A personal financial manager is available for a full month to assist with any questions related to your investment strategy and decision-making process.
Independent investment management
Time Commitment
Successful investing requires continuous monitoring. Managing a portfolio independently involves market analysis, evaluating new financial instruments, and adapting to changing conditions. Do you have the capacity to dedicate sufficient time?
Market Research & Adaptation
Financial markets are constantly evolving - new regulations, tax changes and platform updates affect performance. Staying informed is essential to protect and grow your capital.
Performance Assessment
"Did I make the right decision? Is a 10% return this year strong performance? How do I evaluate a -5% outcome in 2022?" Objective benchmarks and strategic oversight are critical to making informed decisions.
Tax Optimization
Managing your portfolio also requires handling tax obligations, filing declarations, and keeping up with regulatory changes—an additional layer of complexity that demands expertise.
Professional Investment Support
Delegation & Advisory
A financial manager ensures timely contributions and asset tracking, while a financial advisor helps refine your investment approach based on market dynamics.
Portfolio Rebalancing
As market conditions change, we regularly review your portfolio and adjust asset allocations in line with your strategy and objectives.
Investment Discipline
Only 8% of investors have the discipline, expertise and time to manage their own portfolios. With professional financial advice, this success rate rises to 85%.
Ongoing Monitoring
We provide comprehensive oversight, evaluating interim performance, aligning results with your financial goals, and optimizing liquidity and risk management.
Tax Optimization
Our team handles tax planning, declaration filing, and cost optimization to enhance the efficiency and profitability of your investments.
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