QUANTIC Private Wealth Management
Middle East
Quantic Private Wealth Management (Middle East) Ltd. is an innovative Dubai based private wealth management boutique firm, member of the C-Quadrat Investment Group (“CQ Investment Group”). With more than EUR 8 billion in Asset under Management, CQ Investment Group is one of the largest European based investment management firms, consisting of asset management companies with a strong focus on quantitative strategies as well as ESG and impact investing. Additional business areas are Private Debt and Alternative Investments.
From our headquarters in Dubai, we are ready to cater to clients anywhere in the world. Our industry expertise, successful track record, and global reach allow us to provide our clients with tailormade solutions.
PRIVATE WEALTH
MANAGEMENT
Discretionary asset management
We pride ourselves on closely cooperating with high-net-worth and ultra-high-net-worth individuals and families in order to develop and maintain their wealth and investment management.
We identify clients’ investment needs, assess the overall position of their estate and evaluate their risk appetite. Only after we fully understand their expectations, risks and needs are we ready to proceed with executing the investment policy. Disciplined discretionary portfolio management is the key to success.
We provide discretionary management on a full range of investments – offering unique and tailored strategies in traditional and alternative asset classes.
Our open and client-oriented approach caters to the needs of the most demanding clients who expect nothing less than a prompt and satisfactory service.
Arranging and advising
For clients with total assets of at least EUR 1 million, we provide independent investment advisory services. In this role, we propose investment strategy, provide risk assessment and cater to clients’ specific needs, such as the ability to secure short- to medium-term financing.
INVESTMENT APPROACH
It is crucial we acquire a detailed understanding of each client’s requirements, needs and expectations. We must also fully comprehend each client’s main concerns and risk appetite before any investment process. We gain this understanding through detailed questionnaires, a completed Investment Policy Statement and frequent meetings with our clients.
When a client’s profile is understood (both quantitatively and qualitatively), we initiate the second phase – asset allocation. The process of asset allocation usually takes from one to six months to be fully invested. Client meetings occur frequently during this period. Build-up time depends on current market conditions and expectations. A rebalancing process is conducted on an agreed basis as defined in the Investment Policy Statement.
During the entire investment and reinvestment phase, the client has absolute control over this process. On a discretionary management basis, we abide by the Investment Policy Statement and set asset allocation targets. On an advisory basis, no transactions can be executed until the client is fully comfortable with our advice, and places an order with one of our partner banks for execution.
Our advisors devote sufficient time to our clients, and are familiar with their detailed needs as well as with the actual condition of their portfolios.
Close cooperation and full transparency with our clients are fundamental building blocks of our business strategy, leading to stable and prosperous long-term partnerships.
Our goal is to serve our clients, provide them with the best investment advice, and preserve and enlarge their wealth.
TEAM
Senior Executive Officer
VIKTOR JELINEK
Viktor Jelinek is Senior Executive Officer, responsible for the strategic development of Quantic Private Wealth Management (Middle East) Ltd., as well as focusing on developing client relationships. Viktor’s key area of responsibility is to grow Quantic Private Wealth Management (Middle East) Ltd. into a leading asset management firm based in the DIFC.
Experienced professional in the finance industry, with more than 20 years of experience in private wealth management, fund structuring, fund and asset management, as well as debt solution structuring.
Viktor Jelinek has a Master’s degree in Business Administration from the University of Augsburg and has been educated in both the US and Germany.
Board Advisor
DR. DIETRICH MATTHES
Dietrich Matthes is Board Advisor at Quantic Private Wealth Management (Middle East) Ltd. and Partner and Co-Founder of Quantic Financial Solutions (QFS). Before founding QFS, Dietrich was Partner and Head of Financial Services, consulting for the Middle East with Roland Berger Strategy Consultants based in Bahrain and Dubai.
Dietrich has 22 years of industry experience in the financial services industry. He studied Physics and Economics in London (Imperial College) and Erlangen and did his PhD in Quantum Field Theory in New York, Erlangen and Tokyo (Komaba). Previously, he has worked with Oliver Wyman on risk management in Europe, the US, the Middle East and Asia/Pacific before working as Chief Risk Officer (CRO) of a bank in Germany, Luxembourg and Switzerland.
Compliance / AML Officer
FADI AL EITI
Fadi Al Eiti is Compliance Manager and Money Laundering Reporting Officer. With over 15 years of professional experience with reputable global and regional financial institutions (Corporate & Investment Banks, Brokerage House, Asset Managers and Financial Advisors), where he held senior positions in Compliance and AML
In 2015, Fadi joined Vistra Middle East, a multinational leading service provider, as GRC Consultant, where he was the authorized Compliance Officer as well as the appointed MLRO for several financial firms licensed and regulated by DFSA. His main role was to ensure the appropriate implementation of regulatory requirements, and to maintain a robust AML and compliance framework within the firm in best collaboration with other functions.
Fadi holds a bachelor’s degree in Business Administration from EU Business School – Switzerland and diploma in Financial Markets – Damascus University. He is also having professional certificates from Chartered Institute for Security and Investments “CISI” – UK. He attained the ICA International Diploma in Governance, Risk and Compliance awarded by the ICA in association with the University of Manchester.
Finance Officer
VISHAL SHAH
Vishal Shah is Finance officer (“FO”) responsible for the preparation of financial accounts and regulatory returns in accordance with International Financial Reporting Standards (IFRS) and Dubai Financial Service Authority (DFSA) regulations. He is also responsible for timely submission of the EPRS returns and to submit audited financial statements to the DFSA. He also monitors financial risk on regular basis. The FO directly reports to SEO and Board of Directors.
He is a Chartered Accountant from Institute of Chartered Accountants of India (“ICAI”) and holds master’s degree in accounting. He has an experience for more than 8 years in field of accounting, internal management control and assurance. He has more than 4 years of experience as FO in DIFC where he handled responsibilities of preparation of financial statements, DFSA regulatory reporting, financial risk management, UAE VAT submission, DIFC Company Law regulation, DIFC Employment Law regulation, Economic Substance Regulation.
Executive Director
HANS-MICHAEL SCHANIA
Hans-Michael Schania is an Executive Director at Quantic Private Wealth Management (Middle East) Ltd., and a Managing Partner & Co-Founder of Quantic Financial Solutions GmbH.
Hans-Michael has 21 years of experience in the financial industry. He obtained a degree in Business Administration at the Vienna University of Economics and Business, specializing in financial markets. He has previously worked at Cheyne Capital Management in London, as Managing Director and Partner in registered Investment Firms in Vienna and as a Senior PM in a bank and insurance company. Hans-Michael specialized in asset management, complex credit fund structures and wind-down portfolios
Executive Director – Chief Investment Officer/ Risk Manager
ANDREJ LIPPAY
Andrej Lippay is Licensed Director at QUANTIC Private Wealth Management Ltd., responsible for investment strategy and execution, portfolio management and client relationships. He is also responsible for risk management. Among his responsibilities are the monitoring of risk, portfolio construction, and research and analysis of investment securities. He has been active in private wealth management and banking industry for more than 10 years.
Andrej Lippay gained a Master of Science in Financial Analysis and Fund Management from the University of Exeter and a double Bachelor of Arts in Economics and Business Management from the Washington College. He is also an Investment Management Certificate holder (CFA UK).
Executive Director – Client Relationship
TOMÁŠ KOLBABA
Tomas Kolbaba is Licensed Director, responsible for company operations as well as relationship and management of key UHNWI clients. He cooperates in strategic development of the company and participates in investment decisions and direction of the company, as well as client portfolios. He is responsible for preparation and managing reports of clients as well as for the regulator. He has vast experience within the banking sector, specializing in private banking and investments.
Tomas Kolbaba has a Master’s degree in Corporate Finances and Business from Brno University, Faculty of Business Studies.
COOPERATING BANKS
We proudly cooperate with global private banks. Our clients are able to select a platform that best suits their needs and preferences. We focus on keeping custodian fees as low as possible, while offering top-tier, full-scale services to our clients.
We have developed a strong network of worldwide partnerships. Thanks to our partner banks, we have gained access to capital markets, including worldwide security exchanges, private and public bond placements, trading platforms and exclusive private equity projects. This way, our clients have their assets managed by global financial institutions, while benefiting from the services of a local private banker.
