Bluestone Wealth was born to reflect the values of its founders. An entrepreneurial spirit, combined with experience in order to provide flexibility and tailormade solutions while maintaining investment discipline. A dynamic investment team with experience on financial markets, surrounded by strategic partners. The investment committee also includes external members, who each bring different expertise and independence to our investment decision making process.
To put ourselves in the shoes of our clients in each and every situation is a true engagement from our team members.
At Bluestone Wealth we are strong believers in collaboration. We have to surround ourselves with true professionals who have complementary expertise to ours in order provide quality advice. Our partners include banks, notaries, lawyers, and offshore management companies.
Our independence allows us to choose our partners. We only act in the best interest of our clients and we are unbiased in our decisions.
Co-Founder - Investment Director
Co-Founder - Wealth Manager
Co-Founder - Managing Director
Portfolio Manager
Head of Compliance
Private Assets & Corporate Advisory