Aquarius Financial, a new wealth management firm, launches in London

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Aquarius Financial, a new wealth management firm, launches in London

By Joy Dumasia

Today

  • Aquarius Financial
  • Credit Suisse
  • Digital Transformation

Aquarius Financial, the new boutique financial services firm backed by Crescendo Group, announces its London launch in a major vote of confidence for London and the wider UK economy. Founded by ex-Credit Suisse executive Leonardo Brummas Carvalho, who will also be the CEO, Aquarius promises to transform Financial Services for ultra-high net worth individuals (UHNWIs) by breaking up the industry’s “closed shop” to deliver massive value for both individuals and institutional clients.

Aquarius provides a range of wealth management and corporate services using best-in-class technology and innovative solutions, combined with a commitment to proposing new industry standards for Financial Services. These services include investment strategy and asset allocation, portfolio risk management and consolidation, arranging asset financing and many more, delivered both as in-house services and in partnership with external partners.

Leveraging experience, networking, and economies of scale to give private clients access to prices and services typically enjoyed only by large institutions, Aquarius Financial delivers enhanced value also for financial institutions by providing them with access to a large and growing volume of unique, sophisticated, and fully qualified leads.

Leonardo Brummas Carvalho said: “Many people have been quick to write off the UK as an investment destination following Brexit, and after the coronavirus hit the country harder than any other major economy. We believe that this view is incredibly short-sighted. Everything that made London one of the world’s two most important financial capitals remains: the infrastructure, rule of law, lifestyle, pool of talent, stable government, reasonable taxation, and time zone, as well as access to a huge concentration of high-net-worth individuals.”

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