About Us

At Alma Europe, we are committed to your success

“The stock market is a device for transferring money from the impatient to the patient." –

- Warren Buffett

Authorized And Regulated By The Cyprus Securities And Exchange Commission (CySEC)

Alma Europe Ltd  is an investment firm (CIF) regulated by the Cyprus Securities and Exchange Commission ( CySEC ) and licensed to provide clients with portfolio management, investment advice and reception and transmission of orders (CySEC licence number 408/22). The Company is registered in Cyprus under Company number HE401229 with its registered address being Arch. Makariou III 20, Hellenium Court, Office 401 ,6017 Larnaca, Cyprus . Formed in 2019 by Raphael Ohana, a former Banking and Wealth Management Executive having worked in prestigious European financial centres such as Luxembourg and Switzerland for over 25 years. Alma Europe offers bespoke client solutions to ensure the development and sustainability of their wealth, business, and investment security. Combining skills with strong values to offer a client-centric approach. The Company’s core beliefs are Trust, Commitment, Integrity, Reliability, Innovation.

Boasting a team of highly skilled and experienced bankers, financial and multi-disciplinary professionals, each with more than 20 years of experience, Alma Europe Ltd provides an integrated, client-focused approach for the management and protection of global financial assets. Alma Europe is licensed and authorized to offer a wide range of services.

Enjoying a European Passporting based on the European law for the “Free Provision of Services”, Alma Europe Ltd offers Cross Border Services in several member states such as France, Luxemburg, Belgium, Italy, Spain, and others.

Our Relationships are founded on absolute trust and impartiality with a genuine exchange of views between the client and our advisor or portfolio manager.

Our History

The creation of Alma Europe was motivated by the passion of one person, Raphael Ohana, its Founder.

His appetency for human relationships, wealth management and financial markets led him to establish Alma Europe to serve Hight Net Worth Individuals and /or Institutional Investors to build, preserve and grow their wealth.

Raphael Ohana established the Company in 2019. He is a former Banking and Wealth Management Executive who has previously worked in Israel and in prestigious European financial centres such as Luxembourg and Switzerland for over 25 years.

He has managed to assemble around him a team of professionals to pursue his mission: to assist families in their financial strategic planning and in the implementation of solutions that best suit their needs. Because whatever the age of family members, a strategy for building a tailor-made family heritage can always be created.

Alma Europe offers bespoke client solutions to ensure the development and sustainability of their wealth, business, and investment security.Combining skills with strong values to offer a client-centric approach. The Company’s core beliefs are Trust, Commitment, Integrity, Reliability, and Innovation.

Vision

Drawing on our analytical capabilities, expertise, financial knowledge and experience as asset managers, financial advisors, and bankers we provide solutions for our client’s financial needs, we aspire to be the most trusted, professional Investment Company and provide our clientele with services and solutions of the highest standard

 

We help our clients to define a long-term strategy to preserve and increase their assets and support them in the implementation process. Besides comprehensive capital market, investment, and real estate advice, we always take the specific requirements of the family into consideration.

Mission

Our Mission is to provide our clients with services of the highest standard, add value with active portfolio management and advise and help our clients reach their long-term financial goals. We achieve this through our investment strategies, adhering to our values and investment principles.

“Plan the future. People who stay in the present will be in the past. “
Abraham Lincoln

We focus on building long-term stable relationships with our clients for whom we focus on medium and long-term capital appreciation by implementing investment strategies discussed and agreed with each one

We aim to create added value for our clients by offering personalized management through the expertise of our advisors and asset managers.

Based on our open architecture, we can offer our clients a wide range of efficient and optimized solutions. After an assessment of the client’s needs, we establish the most suitable investment solution.

Our Values

Alma Europe offers bespoke client solutions to ensure the development and sustainability of wealth, business, and investment security. Combining skills with strong values to offer a client-centric approach.

Client Centric

We do business focusing on having our client and his interests in the centre of our philosophy and approach, aiming to achieve the best results and experience possible

Discretion

We consider discretion an essential component of the relationship of trust upon which high-performing asset management rests.

Trust

We believe trust is the foundation for building a strong relationship and producing results. We achieve trust by being transparent, reliable, proactive, and always available for our clients.

Innovation

We look beyond existing conditions and constraints to instead build new strategies. We focus on the opportunities and potential, bigger thinking that isn't constrained by past experience

Common Goals

We show respect and humility towards each other and our clients. We believe in creating a supportive work environment that fosters teamwork, collegiality, and effective communication.

Excellence

We make the extra effort, practice continuous improvement, and stay flexible to adapt to changing circumstances.

Community Minded

We support philanthropic giving

Integrity

We act with integrity and put our clients first.

Planning

We engage in thoughtful decision making and believe that investment excellence should drive our decisions.

Our Partnership

Being an Investment Firm, Alma Europe Ltd can operate on a tripartite relationship with our clients and banking partners. 

Our clients sign a mandate with us that authorizes Alma Europe Ltd to manage and advise on their assets. Clients, as account holders, keep the relationship with the bank for all others banking activities (withdrawal, transfer, etc).
Alma Europe has developed a solid and trustful banking network in Cyprus, Luxembourg, Switzerland, and other top-tier financial centers in Europe.

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