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PROVIDING COMPREHENSIVE, PERSONALISED SOLUTIONS FOR HIGH NET WORTH INDIVIDUALS AND THEIR FAMILIES

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Page 1: PROVIDING COMPREHENSIVE, PERSONALISED SOLUTIONS FOR …orcap.co.uk/online/media/OracleCapitalGroup_EN_Brochure.pdf · PROVIDING COMPREHENSIVE, PERSONALISED SOLUTIONS FOR HIGH NET

PROVIDING COMPREHENSIVE, PERSONALISED SOLUTIONS FOR HIGH NET WORTH INDIVIDUALS AND THEIR FAMILIES

Page 2: PROVIDING COMPREHENSIVE, PERSONALISED SOLUTIONS FOR …orcap.co.uk/online/media/OracleCapitalGroup_EN_Brochure.pdf · PROVIDING COMPREHENSIVE, PERSONALISED SOLUTIONS FOR HIGH NET

Our

Com

petit

ive A

dvan

tage

A GLOBAL INDEPENDENT MULTI-FAMILY OFFICE AND WEALTH CONSULTANCY SPECIALISING IN EMERGING MARKETS

Founded in 2002, Oracle Capital Group provides comprehensive, tailored and confidential services for high-net-worth individuals and their families

• 7 offices worldwide

• Over 100 employees

• Professional Advisory Board

• Awarded “Family Office of the Year” by Spear’s Russian Wealth Management Awards 2013

• ISO 9001 International Quality Standard certificate

• Professional team with diverse backgrounds

• Confidentiality, objectivity and independence

• Multilingual advisors with a collective knowledge of over 22 languages

• Exclusive partner of Citi Group for property services

• Operating under regulations of HMRC, FCA, ACRA, OFT, ICO

• Member of Russo-British Chamber of Commerce and Family Offices Global Partnership

YURY GANTMANCEO

MARTIN GRAHAMChairman, Oracle Capital Group

Page 3: PROVIDING COMPREHENSIVE, PERSONALISED SOLUTIONS FOR …orcap.co.uk/online/media/OracleCapitalGroup_EN_Brochure.pdf · PROVIDING COMPREHENSIVE, PERSONALISED SOLUTIONS FOR HIGH NET

Investment Services

Alternative Investments

Asset Financing

Insurance

Wealth Structuring

Legal Case Management

Bespoke Property Search

Corporate Services

VIP Concierge Services

Security and Due Diligence

Philanthropy Advisory

Asset Management

Corporate Finance

Venture Capital Fund

Page 4: PROVIDING COMPREHENSIVE, PERSONALISED SOLUTIONS FOR …orcap.co.uk/online/media/OracleCapitalGroup_EN_Brochure.pdf · PROVIDING COMPREHENSIVE, PERSONALISED SOLUTIONS FOR HIGH NET

Inve

stm

ent S

ervi

ces

BESPOKE FINANCIAL PLANNING AND DEBT CAPITAL FINANCING

• Investment advisory services, including development of tailored portfolios

• Discretionary investment management

• Investment fund creation and management

• Debt capital financing

Service provided by our offices in Switzerland and The Bahamas.

KIRILL GANINHead of the Geneva Office

Page 5: PROVIDING COMPREHENSIVE, PERSONALISED SOLUTIONS FOR …orcap.co.uk/online/media/OracleCapitalGroup_EN_Brochure.pdf · PROVIDING COMPREHENSIVE, PERSONALISED SOLUTIONS FOR HIGH NET

Alte

rnat

ive

Inve

stm

ents

ORACLE PARADIS WINE FUND

• Unique asset class for portfolio diversification

• Compound annual growth rate in excess of 12% for fine wine over the last 50 years

• Increasing Asian demand has further pushed up prices in the past decade

• Fund managed by industry professionals with more than 100 years of combined relevant experience

DAVID NATHAN-MAISTERManaging Director Oracle Paradis Wine Fund

Page 6: PROVIDING COMPREHENSIVE, PERSONALISED SOLUTIONS FOR …orcap.co.uk/online/media/OracleCapitalGroup_EN_Brochure.pdf · PROVIDING COMPREHENSIVE, PERSONALISED SOLUTIONS FOR HIGH NET

Our

Ban

king

Par

tner

s

UK | Switzerland | Singapore | Bahamas | UAE | Hong Kong | Monaco

BANKS

• Bank of Singapore

• Banque Privée Edmond de Rothschild

• Barclays

• BNP Paribas

• Brown Shipley/KBL

• BSI Bank

• CBH Compagnie Bancaire Helvétique

• Credit Suisse

• Deutsche Bank

• Emirates NBD

• Falcon Private Bank

• HSBC

• JP Morgan

• Julius Baer

• Lombard Odier Darier Hentsch

• Royal Bank of Canada

• Société Générale

• Valartis Bank

JURISDICTIONS

Page 7: PROVIDING COMPREHENSIVE, PERSONALISED SOLUTIONS FOR …orcap.co.uk/online/media/OracleCapitalGroup_EN_Brochure.pdf · PROVIDING COMPREHENSIVE, PERSONALISED SOLUTIONS FOR HIGH NET

Ass

et F

inan

cing

FINANCING SOLUTIONS FOR ALL OF YOUR ASSETS

• Aircraft financing

• Yacht financing

• Residential mortgages

• Commercial mortgages

• Residential investment purchases (buy-to-let)

Service provided by Oracle Project Finance Ltd., a group company and an entity authorised by the Financial Conduct Authority

ROSS MCLELLAN Managing Director

Page 8: PROVIDING COMPREHENSIVE, PERSONALISED SOLUTIONS FOR …orcap.co.uk/online/media/OracleCapitalGroup_EN_Brochure.pdf · PROVIDING COMPREHENSIVE, PERSONALISED SOLUTIONS FOR HIGH NET

Insu

ranc

e

HELPING PROTECT YOUR FAMILY, YOUR HEALTH AND YOUR LIFESTYLE

• Life and household insurance

• Public liability

• Marine and aviation

• Valuables, collectables and motor insurance

• Business Protection: Directors & Officers, Professional Indemnity

• Specialist risks

Service provided by Wealth Garant Ltd., a group company and an entity authorised by the Financial Conduct Authority

Page 9: PROVIDING COMPREHENSIVE, PERSONALISED SOLUTIONS FOR …orcap.co.uk/online/media/OracleCapitalGroup_EN_Brochure.pdf · PROVIDING COMPREHENSIVE, PERSONALISED SOLUTIONS FOR HIGH NET

Priv

ate

Offi

ce

PRIVATE WEALTH STRUCTURING, ASSET PROTECTION, TAXATION AND SUCCESSION PLANNING

• Wealth structuring and planning

• Asset protection

• Development of tax optimisation structures

• Consolidation of business and personal assets

• Full scope project management

• Formation of trusts, private trust companies and private foundations

Service provided by Oracle Capital Private Office Ltd., a group company.

SVETLANA RYABOKONHead of Trust and Fiduciary Services

Page 10: PROVIDING COMPREHENSIVE, PERSONALISED SOLUTIONS FOR …orcap.co.uk/online/media/OracleCapitalGroup_EN_Brochure.pdf · PROVIDING COMPREHENSIVE, PERSONALISED SOLUTIONS FOR HIGH NET

Lega

l Cas

e M

anag

emen

t

ASSURED QUALITY AND EFFICIENCY IN ALL YOUR LEGAL MATTERS

• Legal Case assessment

• Choice of top experienced lawyers

• Monitoring Lawyer’s Performance

• Case Progress Reporting

• Communication Assistance

• Assurance of Cost and Time Efficiency

• Outcome Guarantees

We assign top experienced lawyers to your case, and closely monitor every aspect of its progress to ensure expected outcome is achieved with utmost efficiency.

DR YURI RAPOPORTExecutive Director Oracle Legal Case Management

Page 11: PROVIDING COMPREHENSIVE, PERSONALISED SOLUTIONS FOR …orcap.co.uk/online/media/OracleCapitalGroup_EN_Brochure.pdf · PROVIDING COMPREHENSIVE, PERSONALISED SOLUTIONS FOR HIGH NET

Besp

oke

Prop

erty

Sea

rch

BOUTIQUE FULL SERVICE PROPERTY CONSULTANCY

• Bespoke commercial and residential property search

• New development projects

• Sale of properties in prime London areas and Home counties

• Full professional transaction support

• Upmarket property lettings

• Property management

Service provided by Ashton Rose Ltd., a group company.

INESSA FALINAHead of Property

Page 12: PROVIDING COMPREHENSIVE, PERSONALISED SOLUTIONS FOR …orcap.co.uk/online/media/OracleCapitalGroup_EN_Brochure.pdf · PROVIDING COMPREHENSIVE, PERSONALISED SOLUTIONS FOR HIGH NET

Exam

ples

of O

ur P

rope

rtie

s

SURREYHOUSES IN SECURE ESTATE

Prices from £2,500,000

ORACLE APARTMENTSLUXURY DEVELOPMENT IN HAMPSTEADPrices from £4,630,000

PENTHOUSE IN HAMPSTEAD

Prices £8,000,000

OFF-PLAN DEVELOPMENT IN KENSINGTONCompletion – End of 2014Prices from £750,000

Page 13: PROVIDING COMPREHENSIVE, PERSONALISED SOLUTIONS FOR …orcap.co.uk/online/media/OracleCapitalGroup_EN_Brochure.pdf · PROVIDING COMPREHENSIVE, PERSONALISED SOLUTIONS FOR HIGH NET

Cor

pora

te S

ervi

ces

PROFESSIONAL CORPORATE STRUCTURING, ADMINISTRATION SERVICES

• Incorporation and registration of off-shore and on-shore companies

• Company administration

• Nominee director, shareholder and company secretarial services

• Registered and virtual office services

• Accountancy and book-keeping

• Opening and management of bank accounts

• Merchant account and terminal setup

• Document translation

• Document notarisation and legalisation

• Assistance with audits

LIGA LASMANOVICAHead of Corporate Services

Page 14: PROVIDING COMPREHENSIVE, PERSONALISED SOLUTIONS FOR …orcap.co.uk/online/media/OracleCapitalGroup_EN_Brochure.pdf · PROVIDING COMPREHENSIVE, PERSONALISED SOLUTIONS FOR HIGH NET

VIP

Con

cier

ge S

ervi

ces

PRIVATE MEMBERS’ CLUB FOR A LUXURY LIFESTYLE WITHOUT HASSLE

• Flights and private jets to any destination

• Hotel accommodation worldwide

• VIP shopping

• Sightseeing tours

• Education programmes and school admissions

• Recruiting of nannies, private tutors, chauffeurs, chefs and household staff

• Health services and spa treatments

Service provided by Ashton Rose Concierge Services Ltd, a group company.

JOHN BIRDHead of Concierge Services

Page 15: PROVIDING COMPREHENSIVE, PERSONALISED SOLUTIONS FOR …orcap.co.uk/online/media/OracleCapitalGroup_EN_Brochure.pdf · PROVIDING COMPREHENSIVE, PERSONALISED SOLUTIONS FOR HIGH NET

Secu

rity

and

Due

Dili

genc

e

PROVIDING COMFORT AND PROTECTION TO ALL OUR CLIENTS

• Corporate and Personal Due Diligence and background check

• Bespoke security solutions and consulting

• International Close Protection

• Business and personal risk assessment

Page 16: PROVIDING COMPREHENSIVE, PERSONALISED SOLUTIONS FOR …orcap.co.uk/online/media/OracleCapitalGroup_EN_Brochure.pdf · PROVIDING COMPREHENSIVE, PERSONALISED SOLUTIONS FOR HIGH NET

Ora

cle

Cap

ital

Cha

rita

ble

Foun

datio

n

ONLY THROUGH ACTIVE INVOLVEMENT IN IMPROVING THE LIVES OF OTHERS CAN PEOPLE ENRICH THEIR OWN LIVES

• Providing an extensive network of grants to support education, health services and social development projects

• Recognised supporter of the arts

• Among our partners are:

~ Macmillan Cancer Support

~ Wigmore Hall

~ Jubilee Woods Project

~ Hermitage Foundation UK

~ Christie’s

~ Royal Academy of Arts

~ London School of Business and Finance (LSBF)

~ Veteran’s Coalition Global Adventure Plus (GAP)

~ Gift of Life

LORD CLANWILLIAMChairman of Oracle Capital Charitable Foundation

Page 17: PROVIDING COMPREHENSIVE, PERSONALISED SOLUTIONS FOR …orcap.co.uk/online/media/OracleCapitalGroup_EN_Brochure.pdf · PROVIDING COMPREHENSIVE, PERSONALISED SOLUTIONS FOR HIGH NET

Stra

tegi

c Alli

ance

W

ith T

hird

Rom

e G

roup

STRATEGIC ALLIANCE WITH THIRD ROME GROUP

In 2013 Oracle Capital Group established a strategic alliance with Third Rome Group to expand its presence and reach within the Russian investment services and wealth management markets.

Third Rome Group provides a broad range of services including asset management, investment consulting, trading, corporate finance, asset and deal structuring services. It was ranked by Institutional Investor as one of Russia’s top 20 Money Managers (2012).

Martin Graham, Chairman of Oracle Capital Group, joined the Board of Directors at Third Rome Group as Group Co-Chairman with Andrei Movchan, founder of Third Rome Group, also sharing the role as Co-Chairman.

ANDREI MOVCHANFounder and Co-Chairman of Third Rome Group

MARTIN GRAHAMChairman of Oracle Capital Group, Co-Chairman of Third Rome Group

Page 18: PROVIDING COMPREHENSIVE, PERSONALISED SOLUTIONS FOR …orcap.co.uk/online/media/OracleCapitalGroup_EN_Brochure.pdf · PROVIDING COMPREHENSIVE, PERSONALISED SOLUTIONS FOR HIGH NET

Ass

et M

anag

emen

t

ALEXANDER VARYUSHKINPartner, Head of Asset Management

ASSET MANAGEMENT

• 7 products with over 4-years history in each

• Flagship products (High quality Fixed income, High-yield fixed income, Small caps) consistently outperform competition and indices

• Management of segregated accounts on internal or external platform

• Fiduciary accounts and orders execution

• Advisory services, assessment and restructuring of portfolios

• Focus on absolute return strategies

Service provided by our offices in Russia.

Page 19: PROVIDING COMPREHENSIVE, PERSONALISED SOLUTIONS FOR …orcap.co.uk/online/media/OracleCapitalGroup_EN_Brochure.pdf · PROVIDING COMPREHENSIVE, PERSONALISED SOLUTIONS FOR HIGH NET

Cor

pora

te F

inan

ce

CORPORATE FINANCE

• M&A advisory

• Strategic consulting

• Debt raising advisory

• Assets and enterprises valuation, due diligence

• Debt restructuring

• Areas of best industry expertise include engineering, consumer goods production and distribution, retail, utilities, medicine and pharmaceuticals, education, IT and Telecom, TMT and other

Service provided by our offices in Russia.

VERA LOSEVA Senior Partner, Head of Corporate Finance & Consulting

Page 20: PROVIDING COMPREHENSIVE, PERSONALISED SOLUTIONS FOR …orcap.co.uk/online/media/OracleCapitalGroup_EN_Brochure.pdf · PROVIDING COMPREHENSIVE, PERSONALISED SOLUTIONS FOR HIGH NET

Inte

rnet

and

Tec

hnol

ogy

VC

Fun

d

EVGENY KALTASHEVManaging Par tner of BRV

INTERNET AND TECHNOLOGY VC FUND (BLACK RIVER VENTURES)

• The target size of the Fund is $50 mln. There are no specific restrictions for investments in Internet and IT related sectors

• Investment focus is Internet and IT-companies at the growth stage of development

• The Fund primarily supports companies that have R&D centres located in Russia and/or Russia is targeted as one of the key markets for company’s products

• Partners and Investment Committee members of BRV have significant experience in Russian and Global Venture Capital markets

• As of today, the Fund has already made a number of investments across European and CIS tech sectors

Service provided by our offices in Russia.

Page 21: PROVIDING COMPREHENSIVE, PERSONALISED SOLUTIONS FOR …orcap.co.uk/online/media/OracleCapitalGroup_EN_Brochure.pdf · PROVIDING COMPREHENSIVE, PERSONALISED SOLUTIONS FOR HIGH NET

LUXEMBOURG 46A Avenue J.-F. Kennedy L-1855 Luxembourg Luxembourg T: +352 (26) 005 284 [email protected]

LONDON Oracle House 8-12 Welbeck Way London W1G 9YL United Kingdom T: +44 (0) 207 725 6900 [email protected]

GENEVA 15 Rue de Jeu de l`Arc Geneva CH-1207 Switzerland T: +41 (22) 518 03 76 [email protected]

MOSCOW Myasnitskaya Str. 50 Moscow 107078 Russia T: +7 (495) 723 73 41 F: +7 (495) 723 73 41 [email protected]

Con

tact

s

ALMATY Republiс of KazakhstanAlmaty cityBukhar-Zhirau ave., 26/1BC "Evolution", Office 410T: +7 (727) 221 60 75

[email protected]

LIMASSOL 32 Kritis Street, 4th Floor Mesa Geitonia Limassol, 3087 Cyprus T: +357 (25) 11 42 05 [email protected]

NASSAU Suite 205A – Saffrey Square Bank Lane & Bay Street P. O. Box N-9934 Nassau, Bahamas T: +1 (242) 322 16 58 [email protected]

meet your corporate or personal needs, please visit www.orcap.co.uk, call us on +44 (0) 207 725 6900, or e-mail [email protected]

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www.orcap.co.uk [email protected]