• Delivering bespoke portfolio management

About us

Elstone Ltd is the regulated investment company of the Shohet Family Office that allows it to manage money deposited in EU and Swiss banks. It was created to deliver bespoke investment portfolios to a selected number of individuals and families. As a privately owned and independent provider, Elstone Ltd has the flexibility to offer investors tailor-made investment exposure to traditional asset classes as well as access to alternative opportunities.

We aim to provide truly custom-made portfolios that best match our clients’ preferences, objectives and tolerance to risk. Clients have access to dedicated and independent investment professionals who source the most suitable and compelling investments on their behalf. In an ever-changing market, we believe our active management approach to investment adds value by carefully quantifying downside risk while allocating capital efficiently to meet the desired outcomes.

Our investment specialists, multi-lingual and multi-cultural, seek to provide superior customer service via regular communication as well as personal availability for the purpose of building successful long-term relationships.

Values

Elstone Ltd is defined by its experienced judgement, expertise of financial markets and its capacity to adapt its knowledge to clients’ requirements. The following core values are present in everything we do:


Integrity – we always act in the best interest of our clients and align our interest with theirs. We treasure our independent thinking and transparency.

Professionalism – we are rich in knowledge and experience in investment matters and have learnt that luck and good judgement tend to enhance hard work.

Dynamism – our clients are treated on a case by case basis depending on their risk appetite, background, personal situation and suitability of financial instruments.