Family office coordination, private banking and investment management
How families in Romania can distinguish coordination, banking, investment management and legal or tax advice when appointing advisers.
Explore the guideArticles, interviews and commentary from our founders on capital markets, investment structures and financial regulation.
How families in Romania can distinguish coordination, banking, investment management and legal or tax advice when appointing advisers.
Explore the guideA preparation guide for Romanian entrepreneurs: ownership records, family priorities, adviser responsibilities and questions before a sale process.
Explore the guideArticles by our founders on market structure, investment flows and the decisions behind capital allocation. Published in Romanian in Caietul de Capital.
The distinction between index performance and the strength of a stock exchange, including liquidity and market infrastructure.
Read article in RomanianHow institutional holdings, investment flows and the shares available for trading affect pricing at the Bucharest Stock Exchange.
Read article in RomanianHow sovereign ratings influence bond-index eligibility and the constraints facing institutional investors.
Read article in RomanianSelected interviews and press coverage featuring our founders.
Alexandru Elian on defence spending, drone stocks and the gap between growing order books and shareholder returns. A discussion of valuations, production capacity and portfolio risk. Interview in Romanian.
Watch on YouTubeAlexandru Elian discusses how markets value companies around artificial intelligence, with a focus on memory chips, energy infrastructure and defence. Interview in Romanian.
Watch on YouTubeCharles Elian joins host Rares Gabriel on Aleph Business's “Keep Cool & Trade On” for a conversation on working as an active professional across Europe's capital markets. Interview in Romanian.
Watch on Aleph BusinessOn Romanian capital markets in a higher-rate environment, and what capital flight would mean for retail and institutional investors.
Read on Bursa.roA blunt take on the Bucharest Stock Exchange's structural problems, and what it would take to run a credible independent Romanian market.
Read on Bursa.roVideoconference panel on portfolio positioning and the structural shifts emerging from the COVID-19 disruption.
Watch on Bursa.roOn the regulatory difference between unregulated forex venues and licensed exchanges, and why that difference matters before allocating capital.
Read on Bursa.roCoverage of the governance battles at the Sibiu Stock Exchange, with commentary on board independence and shareholder rights.
Read on Bursa.roA long-form interview on institutional fund administration, cross-border structuring under MiFID II and AIFMD, and the practical side of building regulated investment vehicles in the EU.
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