We are your eyes and ears in the market

What we do

Levantis Wealth Control ("LWC") Is a fully Mifid II regulated boutique. A hybrid investment advisory business focused on Alternative investments. A discreet and independent firm owned by its partners. The firm provides professional investment and financing advice to HNW individuals, family offices and, corporate clients. Our extensive network of Ambassadors and partners help us source off market opportunities to match clients requirements. We work closely with our clients to formulate an investment strategy and execute on it. We act as your innovative private CIO with senior investment experience and direct access to a wide network.

Yield hunting

In today’s rapidly changing financial climate, and low yield environment, it is now more important than ever to make sure financial assets are managed in an efficient and controlled manner.

Traditional finance has trouble understanding and implementing the needs of individuals.

For individuals to be well served we have to argue that they don't share the same attributes as institutional investors.

We don't measure success against traditional benchmarks, we measure it against you, and your hopes and dreams.

Through meaningful conversations we'll find out what you want your future to look like, and develop a strategy together to help make it happen.

Key Facts

Award Winning

Best international family office 2017

Multinational

Team fluent in 7 languages

Independent

100% owned and operated by partners

Gibraltar

Regulated by the Financial Services Commission (GFSC)

Our Team

Track Record

Tell us how can we help you?

Copyright © 2018 Levantis Wealth Control

Ron Westdorp

Founding Partner

Ron graduated in 1983 as a business economist from the HEAO in Alkmaar and in 1995 completed the postgraduate training of Certified European Financial Analyst (CEFA). From 1984 he worked as portfolio manager and option specialist at “Bureau WBO (Scientific Investment Research)”. In 1986 he co-founded the institutional options desk at ING which became the largest market participant on the European Options Exchange in Amsterdam. Thereafter he joined Credit Suisse in Amsterdam and moved to Goldman Sachs London in 1994 as an institutional investment advisor.

Track record/etc

7 Pass
Rockchain
etc

Why Levantis

Life is not just about rationality. Emotions and dreams are what make us push forward and smile. To see the sun rising, whether it is in a desert or on the ocean, is one of the most spectacular, breath-taking gifts of nature. The protection and growth of your wealth, alongside our commitment to help you and your family reach your dreams, are the fundamental pillars of our purpose.

Charles Vivian Smith

Founding Partner

Charles received his training in London at NM Rothschild & Sons (`NMR’) the UK merchant bank. Firstly, in the Venture Capital team and subsequently in Rothschild Asset Management. Charles studied international business at Boston University and got his BA from Schiller IU in London. Whilst at NMR he completed a City of London Financial diploma and, undertook extensive bank and finance training. After leaving the bank in 1994 he moved to Indochina founding a business in Vietnam, on whose board he continues to serve today. Charles returned to Europe in 2003 remaining in Private Equity and venture capital. In 2009 he was hired to run a Resource focused private equity company specialising in South America. Charles is a dedicated business developer and originator specialising in smaller company finance and financial modelling.

Christina Otto

Founding Partner

After 20 years of senior management experience ranging from real estate to sustainable investments, Christiana now is the co-founder and managing partner of Singularis Advisors. She is very passionate about emerging markets; having lived in Africa for fourteen years and in South America for four years she has a personal insight into these markets. Over the last ten years Christiana has worked with business development, bridging between buyers and suppliers across different regions and sectors. Christiana studied Journalism and is a published creative writer.

Philip van den Berg

Founding Partner

Philip graduated cum laude in economics in 1985 at the University of Amsterdam. During his career on the sell-side, he held various positions within research departments both as investment analyst and head of research. Most of his experience on the sell side was with Goldman Sachs in London where he co-founded the European research department and acted as a member of the investment committee. In 1997 Philip moved to the buy-side as co-founder of Olympus Capital Management, one of the first European hedge funds (long short equity). In 2006 Philip co-founded Taler Asset Management (Gibraltar) Ltd.

Wessel Marquering

Risk Manager and Quantitative Research

Wessel graduated cum laude in Econometrics at the University of Tilburg in 1995 and subsequently received his Ph.D. in Financial Economics at the Catholic university of Leuven in 2001 with his doctorate entitled “Modeling and Forecasting Stock Market Returns and Volatility”. From 2001-2006 he was Assistant Professor at the Erasmus University Rotterdam and during that period he published in highly regarded financial journals including the Journal of Financial and Quantitative Analysis, the Journal of Banking and Finance and the Journal of Financial Econometrics. He holds the CAIA (Chartered Alternative Investment Analyst) charter since 2007 and the FRM (Financial Risk Manager) charter since 2009. Wessel is engaged in quantitative developments of multi-asset allocation models and is responsible for risk management.

Gustav Johansson

Partner, Client Distribution

Gustav has a Master’s degree in Industrial Management & Engineering from Lund University (Sweden). Gustav started his career implementing various supply chain and organizational improvement projects within Europe’s second largest home furnishing retail chain. After that he has spent the last ten years working closely with investors and asset managers,bridging between the two.Gustav is the co-founder of Singularis Advisor swhere heoversees the operational and financial management.

Lieor van Os

Advisor

By being introduced into the family business, Erez Management, Lieor van Os was starting his career early in assisting the financial administration. While he was studying for his BBA in International Business and Management Studies at the University of Applied Sciences of Amsterdam. By the of age 22, in 2007 he was already managing an international real estate portfolio. Motivated by an entrepreneurial drive, he crossed into visual communications as a photographer, production leader and creative director on many international advertisement campaigns in Amsterdam and Tel Aviv. In Israel, Lieor completed his studies in Medical Cannabis- Technological and Business Entrepreneurship, Medical aspects and Growth Methods in from the Israel Institute of technology. As of February 2018, he is in Gibraltar setting up a Company Management firm and engaging with the Crypto industry.

Mohammed Al Duaij

Advisor

Mohammad graduated from Leeds University Business School in 2002 with an accounting and finance honour degree. Mohammad started his career at Kuwait Fund for Arab Economic Development as part of the Asian projects funding team followed by Global Investment House as Investment Manager forming and managing real estate funds globally. Since 2008, he is the Managing Director of a single family office and his responsibilities compromise of investment in real estate, private equity, investment advisory, commodities trading and retail business. Mohammad earns his experience from transacting with diversified projects and dealing with distinguished parties globally. Mohammad is a surfer and mountain climber that reflects in his work to be a challenger and virtuous. He also follows the family’s philosophy to create the opportunity instead of waiting for it.