Independent wealth advisory. UK-regulated. Globally architected.
Est. London, 2025
Generational wealth built on the assumption that one legal system will remain favourable is not generational wealth. It is a hope. We architect for certainty, not forbearance.
Sovereignty is not granted. It is structured.
Why Orion Ridge Capital
Not just experience—institutional intelligence from Citi, Merrill Lynch, Bank of America and other global platforms. We've lived inside the machinery of major institutions and understand where the blind spots sit. That insight now works for you, not for them.
No parent bank. No product shelf. No performance targets dressed up as 'advice'. Our incentives are structurally aligned with your outcomes—which is why families who value sovereignty choose us. We answer only to your balance sheet, not an institution's.
From EMEA to MEA to Asia, our experience spans markets where rules, risk and opportunity shift fast. We design wealth architectures that survive mobility, regulatory drift and cross-border complexity—the realities of modern international families. Wherever life takes you, your wealth moves with you.
For principals, founders and families, the line between privacy and exposure is razor-thin. We operate with the discretion of a private office, the discipline of a regulated firm, and the confidentiality of a long-standing advisor.
Our Services
We provide a tightly integrated set of services built for internationally minded families who expect sophistication, precision and discretion at every stage of their financial life.
A proprietary wealth architecture that maps your exposure, removes your dependencies, and positions your capital for a world that doesn't stand still — now with PiQ™, your dedicated portfolio intelligence agent.
Jurisdictional Audit
Map your concentration. Quantify your exposure.
Global Operating Platform
Architecture independent from any single institution.
Agility Architecture
Move when the world shifts. Not after.
Intelligence Engine
IaaS — Intelligence as a Service. Powered by PiQ™.
Bespoke strategic advice, independent by design.
Considered, evidence-based counsel shaped around your objectives, your risk temperament, and the life you are building — unconstrained by product shelves, institutional allegiances, or the quiet agendas of those who profit from your inertia.
Disciplined discretion. Complete transparency.
Discretionary oversight that pairs rigorous execution with full accountability — including bespoke Actively Managed Certificates crafted through select banking partners with established pedigree.
Available Q2 2026The right counterparties, in the right jurisdictions.
Custody is the foundation of your architecture, yet it is routinely misunderstood and carelessly arranged. We evaluate, negotiate, and curate the institutional relationships your structure demands.
The operational detail, handled with quiet precision.
The paperwork, the compliance, the institutional liaison — the unglamorous machinery that holds a multi-jurisdictional life together. We manage it so you need not think about it.
Our team represents the pinnacle of financial expertise and client service, each member bringing decades of experience from the world's leading financial institutions.
Co-Founder & Chief Executive Officer
Chief Executive Officer with 25 years experience in Financial Services driving business turnarounds and cultural transformations; delivering sustainable and profitable growth; creating from inception new operating platforms and capabilities; M&A; establishing start-ups and driving business expansion across Europe, USA, UK, and the Middle East.
Co-Founder & Director — Strategy, Product & Operations
Adrian brings 21 years across investment banking, brokerage, and fund management — spanning the UK, USA, EU, and the Middle East. At Orion Ridge, he is the architect behind the firm’s product strategy, operational infrastructure, and technology platform, including the design and build of the ORCAP Operating Platform and the PiQ™ Intelligence Engine. His work sits at the intersection of wealth structuring, systems design, and applied intelligence — turning a boutique advisory into something rather less conventional.
Partner
Maria brings 20 years of expertise in financial services, banking, and wealth management. As an experienced Senior Private Banker and trusted investment advisor, she has a proven track record of managing assets for UHNW individuals and family offices, with a focus on investment opportunities and strategic asset allocation.
Before joining Orion Ridge, Maria served as Senior Vice President and Private Banker at Citi in London. Beginning her career at Citibank in 2005, she held various roles that deepened her expertise across multiple industry sectors. Since 2017, Maria has concentrated on providing wealth management and financial advisory services to UHNW clients.
Partner
Nick Klimov, CFA, is a seasoned private banker and investment advisor with over 15 years of experience and a Master's degree in Accounting and Audit. He has worked with high-net-worth clients in both Russia and the UK, including 8 years at Citi as VP and private banker.
With a CFA designation and deep expertise across global financial markets, Nick specialises in crafting tailored investment solutions that align with clients' financial goals. His analytical rigour and market insight make him a trusted advisor for complex wealth structures.
Partner
Yulia has been immersed in the banking industry since earning her degree from the London School of Economics. With a career spanning prominent financial institutions such as Merrill Lynch, Bank of America, and most recently Citi, where she served as Team Lead managing a team of relationship managers.
Passionate about serving private clients, Yulia is dedicated to helping them achieve the best possible outcomes. Her leadership experience and institutional background bring a disciplined, client-first approach to every engagement.
Partner
Maks Balbaev is a highly experienced private banker dedicated to helping High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) individuals achieve their financial goals. With over 15 years of expertise in wealth management across the UK and CEE markets.
Maks specialises in providing bespoke financial solutions tailored to each client's unique needs. Known for his exceptional service and results-driven approach, Maks has received multiple banking awards and consistently ranks among the top bankers in Europe.
Original analysis on the structural questions that matter to internationally mobile wealth. Not market commentary. Not product promotion. Insight that informs architecture.
An examination of the structural forces driving sophisticated wealth holders to diversify beyond their home jurisdiction—and the regulatory patterns that make this increasingly urgent.
A forensic look at the hidden economics of institutional wealth management—product margins, custody spreads, and the compounding cost of conflicted advice over a generation.
If circumstances demanded rapid capital redeployment, how quickly could your wealth actually move? A framework for assessing—and improving—structural mobility.
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We work with a select group of clients who value independence, discretion, and sophisticated wealth management. If that resonates with you, we'd be pleased to explore how we might work together.
Office
London, United Kingdom
Response Time
We typically respond within 24 hours