Approved Manager supervised by the Financial Services Commission (FSC) of the British Virgin Islands, offering comprehensive wealth management investment solutions and providing a robust fund structure for launching private investment strategies.
We offer a regulated financial platform with expanded institutional capabilities and manage high-value individual wealth through customized investment strategies, providing operational infrastructure to investment managers and independent advisors.
Chief Investment Officer.
Jose serves as the final authority on all asset allocation and investment analysis for the firm. With over 30 years of experience, including his tenure as Chairman of the Board for Panama’s USD 1.4 Billion Sovereign Wealth Fund, he supervises the investment team to ensure every strategy meets the highest standards of institutional rigor.
Director & Investment Analyst.
Juan Germán is a mathematician with a Master's degree in Finance and experience in capital markets and banking within global financial groups. He has a strong understanding of financial risk and treasury management, as well as the ability to manage portfolios, financial and credit risks, and financial products.
Director & Portfolio Manager.
Azael is a business administrator with experience in capital markets and the development of financial instruments. He has worked in the commercial management of private investment funds. He is a trader specializing in various strategies, including stock options, stock indices, and forex trading based on algorithmic methods.
Anti-Money Laundering Reporting Officer (MLRO).
Calum has over 27 years of experience in the BVI financial services industry. He serves as the Director, FSC-approved Compliance Officer, and Anti-Money Laundering Reporting Officer (MLRO) for Folio Trust Limited. He is a member of the Association of Certified Anti-Money Laundering Specialists (ACAMS) and a Council member of the BVI Investment Funds Association.
External Advisor - Manucci Titan AMC.
Neel is a financial economist and programmer. He worked as an economic analyst at the Federal Reserve Bank of New York, and in hedge funds creating software and automated trading code. He led the digital asset management division of two private equity funds.
External Advisor - Manucci Titan AMC.
Mike is a mathematician and the lead trading strategist at Manucci. He has over 15 years of experience advising several prominent digital asset projects, including Zcash, Mobilecoin, and CoinPoker.
We design and implement customized investment solutions, including investment strategies such as tracker certificates and securitization vehicles. We facilitate fund structuring for the launch and repackaging of investment strategies, thereby optimizing their operation through efficient wealth management and the support of an expert portfolio manager.
We develop customized proposals to build actively managed investment portfolios, applying investment strategies that include strategic rebalancing, market analysis, and specialized research. These investment solutions optimize performance and risk management for high-net-worth clients, supported by a robust fund structure.
True North acts as a single point of contact for launching investment vehicles, coordinating the entire process from conceptualization to placement. We implement effective investment strategies, ensuring agile service and seamless integration with counterparties. Furthermore, we optimize time-to-market for complex financial products, including appropriate fund structuring and customized investment solutions.
Our team, with over 30 years of experience in the fund industry, specializes in identifying the best investment solutions and strategies for each client. This ensures that every client has access to the most efficient fund structure aligned with their specific objectives and allows them to optimize the management of their assets under the supervision of a professional portfolio manager.