A senior team uniting capital-markets, distribution and analytics expertise across our offices in Stockholm and the United States.
Experienced partners in Stockholm and New York, united by a single mandate — the careful stewardship of your wealth.
Every mandate is led by people who have spent their careers at the highest levels of capital markets, asset management and client advisory. You always speak to a principal — never a call centre.
CEO
Dr. Weindl guides companies from strategic positioning through to a successful public listing. He also leads our Mergers & Acquisitions practice, structuring landmark cross-border transactions.
CFO
Ari Rosenberg directs the firm's finance function from Stockholm, overseeing capital planning, treasury and controls. He ensures our investment discipline is matched by transparent stewardship.
Sales
From our Stockholm hub, Dr. Kaufmann leads institutional and private-client origination, turning complex strategies into clear, transparent propositions. His network spans the Nordics, the DACH region and the United States.
Analytics
Josef Baumgartner leads our analytics division from Stockholm, overseeing the proprietary research, risk models and scenario analysis behind every investment decision. His work gives clients institutional-grade depth.
Portfolio
Emanuel Blatt is a portfolio architect on our Stockholm team, pairing quantitative rigour with macro-thematic conviction on every mandate. He builds resilient, globally diversified portfolios that balance yield with downside protection.
Administration
Sarah Stern keeps the Stockholm office running, coordinating administration, scheduling and correspondence with steady precision. She ensures every mandate rests on dependable daily operations.
Different disciplines, different cities — but a single set of principles guides how we look after your capital.
Free of product ties and conflicts, every decision we take serves your objectives alone.
Your affairs are handled with the confidentiality and care a lasting fortune deserves.
We earn no commissions and sell no products — our only incentive is your long-term performance.
Decades on global capital-markets desks, applied with the precision of an institutional team.
A Stockholm base anchors our Nordic research, distribution and analytics, while a presence in the United States keeps us close to global capital markets and deal flow.
Wherever a mandate is booked, it is run by a single investment committee and a named partner — so you always deal with people who know your portfolio.
What sets this team apart is not just expertise, but the way they take ownership of our goals. In Stockholm and New York alike, we deal with senior people who genuinely understand our family.
Arrange a confidential introduction with our partners in Stockholm or New York.