Team

Our multi-family office stands out for its independency and always having the interests of our clients and their families at heart. Our team’s diverse experience and competence in specific areas is our underlying strength. Being able to assess the client’s situation from different angles leads to the best results possible.

Eglė Surplienė, Wealth manager

Eglė is a chartered financial planner and excels in process management. Relying on her professional knowledge of the Lithuanian legal and tax-related framework, Eglė easily finds tailored solutions to complicated matters. Eglė has built her knowledge and experience over 25 years.

Vilius Oškeliūnas, CFA, Wealth manager

Vilius is a chartered financial analyst (CFA) and an idea generator. Paying close attention to clients’ needs and ever-changing circumstances, Vilius develops various strategy combinations, clearly indicating the pros and cons of each. Knowledge and experience in the sector, built up over more than 15 years of work, enables Vilius to stay on top of complex processes in both asset and business management.

Vaidotas Pupalaigis, Wealth manager

Vaidotas is a customer relationship manager with over 15 years of experience in private banking. With his profound insight into clients’ objectives and financial situations, Vaidotas comes up with wealth management solutions that are best suited to the clients’ needs.

Laurynas Jakaitis, Wealth manager

Laurynas is an expert in financial asset management with more than 10 years of experience in advising private banking clients in the country’s major banks. Drawing on his versatile work experience, Laurynas develops customised financial management strategies and considers long-term cooperation a top priority.

Andrius Adomkus, Chief investment officer

Andrius is an investment management expert with extensive experience in leading investment teams as well as managing pension funds and investment portfolios in major financial institutions in the Baltics.

Milita Simanynaitė, Financial analyst

Milita is a financial analysis specialist who evaluates and assesses financial market elements, factors, various financial instruments, and other market-related information.

Asta Katinė, Compliance officer

Asta ensures compliance with legal acts and supervises application of the highest business standards both in the company’s operations and in protection of clients’ interests.