UNICORNWealth Management

Independent Family Office

A Swiss-standard family office, based in Cyprus

We manage and grow our clients' wealth with complete transparency, a personal attitude and uncompromised professionalism.

Get in touchOur services
01

Swiss level of professionalism and service

02

Exposure to new opportunities in the global market

03

A personal attitude and complete transparency

What we do

Our Services

Wealth Management / Investment Services

A holistic approach, free of personal interest, coordinating every service required to manage your money and plan for your present and future needs.

  • Assessment of your overall financial situation
  • Defining your investment objectives, risk profile and investment horizon
  • Local and global asset allocation
  • Ongoing support with your existing banking relationships, cost reduction and opening new accounts where required
  • Discretionary and advisory mandates
  • Private equity and real estate investments

Monitoring and Reporting Services

An essential tool that secures your financial objectives and gives you a precise, in-depth view of all your assets.

  • Consolidated reporting of global bank accounts (including non-bankable assets)
  • Consolidated performance reporting
  • Risk reporting

Life Management and Budgeting

Analysis of current and future cash flow, matched to your personal needs.

  • Assessing your actual wealth and current income, diagnosis of short- and long-term liquidity requirements
  • Cash-flow projections and reporting
  • Concierge services: travel arrangements, private property management, aircraft and yachts, private secretarial services

Trustee and Corporate Services

Through our long-standing personal relationships with external providers across a range of jurisdictions, we can assist with all your corporate matters.

  • Company incorporation and administration advice across jurisdictions
  • Establishing and selecting suitable jurisdictions for trusts, foundations and other legal structures
  • Cost control of external providers

Insurance Services

Together with an insurance and pension specialist we select the best policy for you and your family.

  • Evaluating an existing insurance portfolio and implementing new policies
  • Negotiating costs and amending existing policies as required
  • Private placement life insurance as a wealth and estate planning tool
  • Specialised coverage for assets such as aircraft, yachts and art

Wealth Planning Services

We support you on everything involved in transferring your wealth to the next generation.

  • Structuring a complete asset portfolio with efficient tax planning
  • Advice on ownership, management and distribution of assets
  • Family governance services
  • Estate planning services
  • Charity and philanthropy services
“
It is not what you look at that matters, it is what you see.
Henry David Thoreau

Who we are

About Us

Unicorn Wealth Management is an independent private company established in 2019 by Yaron and Karmit Boulakia, with over 32 years of combined experience in the global financial market.

We offer our clients international financial services in investment portfolio management and advisory, and family office services, to Swiss professional standards. We provide a better way to manage and grow wealth with a full view of each client's unique needs, more effective control over existing capital and, most importantly, exposure to new opportunities in the international market.

After 12 years living and acquiring professional expertise in Switzerland, Karmit and Yaron decided to move back to Israel to establish Unicorn Wealth Management: to continue serving their existing clients faithfully and with complete transparency, and to offer their services to individuals and entrepreneurs, families, trustees and new private companies.

Today Unicorn Wealth Management operates from Cyprus, serving international clients while holding to the same values of complete transparency, a personal attitude and uncompromised professionalism that have guided the firm since its first day.

2019Established
32+Years in global markets
12Years of Swiss expertise

The Partners

YB

Yaron J. Boulakia

Managing Partner, CEO

Over 25 years of global financial services experience. Yaron began his career as a senior investment advisor and portfolio manager for private and institutional clients at Mizrahi Bank. In 2008 he moved into private banking in Switzerland, where he worked at leading financial institutions as a senior relationship manager, specialising in investment management and advisory and family office services. Yaron holds an MBA from the Open University and a bachelor's degree from the College of Management, specialising in finance and marketing.

KB

Karmit M. Boulakia

Managing Partner

Over 22 years managing an independent business in promotion, design and corporate branding, mainly in the security domain. Karmit also trained as a business and personal coach, guiding entrepreneurs, business owners and professionals to the peak of their success through goal-focused processes, vision-setting and short-term action plans. She brings a creative perspective, out-of-the-box thinking and a strong ability to analyse and understand situations. Karmit studied psychology and business management on a combined track, alongside goal-oriented personal and business coaching.

Our values

Our Commitment

We understand that money is a very personal matter.

That is why Unicorn Wealth Management sets out to use the knowledge and experience we have gained over the years in the international market to bring our clients to the peak of their success. We believe in a personal attitude, a high level of service, complete transparency and uncompromised professionalism as our highest value, both with clients and with service providers.

Unicorn Wealth Management was founded first and foremost to manage and grow our clients' capital and to ease and support their various personal matters. We offer diverse financial solutions to maximise and streamline the asset portfolio, thorough treatment of every financial component, and a substantial saving of time across the many matters on the table.

The process

How We Work With Our Clients

Knowledge

At the first meeting we listen and analyse the current situation, align expectations for setting goals and objectives across different time horizons, and understand the various business and personal needs.

Planning

Using the information gathered, we draw on all the knowledge, tools and global relationships we have built over the years to construct a comprehensive strategic plan for preserving and growing your wealth, tailored uniquely to you.

Implementation

At a further meeting we present the proposed plan and together decide on the optimal and most efficient course of action.

Follow up

Market conditions and your needs change constantly. In periodic meetings we continue to analyse and review the financial reports while aligning and maintaining expectations and objectives, and we propose and update solutions as required.

Talk to us

Contact Us

We would be glad to hear about your needs and explore together how we can help. All enquiries are treated in complete confidence.