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.
BANK CHOICE AND ACCOUNT SUPPORT
Your investments. More choice in where they are held.
Choosing an investment strategy is only part of the decision. The bank that holds your investments, the country in which your account is maintained and the support available to you also matter.
Swissquote is Alphinox’s main partner, and we also work with several custodian banks across Europe. We help you explore suitable options, support the account-opening process and coordinate communication with the bank. Once the account is established, we manage the investments under the agreed mandate and remain your main point of contact for portfolio and account matters.
For individually managed portfolios, the account is opened in your name. The bank provides custody; Alphinox manages the investments.
Choose a suitable bank
We help assess banking options around your investment needs, preferred jurisdiction and the bank’s requirements. We can also assess whether your existing bank can support the proposed management arrangement.
Support with account opening
We help you prepare the required documentation, coordinate the application and communicate with the bank throughout onboarding.
Ongoing support and management
We manage the portfolio under the agreed mandate and assist with investment-account administration and communication with the bank.
Banking across borders. One personal point of contact.
For clients seeking to spread their banking relationships across countries, an investment account in another European jurisdiction can complement existing arrangements. We help assess suitable options and support the practical steps, while remaining your investment-management contact.
Holding an account abroad does not, by itself, reduce the market risk of the investments or remove bank, operational or legal risks.
Available banks and services depend on your circumstances, the proposed mandate and each bank’s eligibility requirements. Account opening is subject to the bank’s approval. Terms, minimums and fees vary.
When questions extend into real estate, tax, legal structures, succession or other areas outside our investment-management expertise, we help clients access the appropriate specialist.
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
Individually managed portfolios and fund investments follow different legal and custody structures, with defined roles for the manager, custodian/depositary and investor.
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. The Swiss connection is part of the firm’s history that is still reflected in discipline and responsibility towards clients. Since then, the business has developed its own regulated entities, investment team and strategies in the Baltics.
A CONVERSATION