Our mission is to help you pursue ambitious life goals by offering objective, customized wealth management strategies and the highest level of personalized service.

Our values


Integrity

We value your trust and are committed to providing the best independent solutions for your investment needs.

Service

Unlike other banks, we see asset management as a service, not a product, and work with you to develop and manage an individualized, optimal investment strategy.

Transparency

We never forget that we are managing YOUR money and do so with the highest level of transparency. There are no hidden fees, just results.

Our investment philosophy

To protect your capital while embracing exponential growth opportunities over your investment time horizon. 

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Children’s Investment Trusts

It is never too early to start planning for your child’s financial future.

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Free information booklet

BlueOrange Asset Management September Results


Our weighted average return in September was +4.74%. Since 2015, we have generated a net return of +46.16%.

In terms of investment strategy performance, our weighted average net returns for September were (a) +0.03% for conservative strategies, (b) +1.70% for balanced strategies, and (c) +9.37% for aggressive strategies.

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Asset management performance

Check our reports for the results

December results

November results

October results

September results

August results

July results

June results

May results

April results

March results

*Average weighted return after all fees on assets under management for calendar year 2017. Past performance does not guarantee future results

Weighted average return reaches +11.05% in 2016

Performance results 2016_video

November. Market overview

Our October 2016 results - The calm before the Trump

*Average weighted return after all fees on assets under management for calendar year 2016. Past performance does not guarantee future results

Our experts

Our team is comprised of investment managers and analysts with extensive experience in European and North American financial markets.

We also have partnerships with numerous global investment managers.

Pauls Miklasevics

Pauls Miklasevics

Chief Asset Management Officer

Pauls is the Chief Asset Management Officer at BlueOrange. He is responsible for the day to day decision making and strategic planning for client investment portfolios.

Pauls has 19 years of experience in investment management. He began his career as an institutional equity trader at a boutique mutual fund company in Toronto, Canada, and has spent the past nine years managing investment portfolios for high net worth European clients in Riga, Latvia. Pauls has a BA in Economics from Queen’s University in Kingston, Ontario, Canada, and was recently named one of the ‘’Top 30 Creative People in Business in Latvia” by ‘Kapitāls’ magazine. Paul is a member of the American Chamber of Commerce in Latvia, and is proud to serve on the board of directors of “Ronald McDonald House Charities Latvia”.

Kaspars Peisenieks

Kaspars Peisenieks, CFA

Portfolio Manager

Kaspars is responsible for the analysis, daily monitoring and trade execution for our investment portfolios. He joined BlueOrange as an investment analyst in 2013.Kaspars has a Masters degree in Finance from BA School of Business and Finance in Riga, Latvia, MBA from Swiss Business School in Zurich, Switzerland, and the CFA Institute’s certificate in financial analysis.

Blog

Please feel free to read our financial markets commentary in our blog: “The Baltics and Beyond”

Contact us

Please fill in the below form and we will refer your enquiries to Pauls Miklasevics, Head of Client Portfolio Management