AV
Adrian Vance
Chairman & Chief Executive
Two decades leading multi-asset mandates. Author of the firm's annual capital letter.
About Crownstone Equity
A regulated investment house built for the long term
Since 2007 we have managed diversified capital for private clients, family offices and institutions — with transparency, accountability and investor protection at the centre of everything we do.
Our story
Patient capital, modern execution
Crownstone Equity was founded on a simple conviction: durable wealth is built through disciplined allocation, not speculation. We combine classical equity research with modern quantitative execution, digital-asset market access and automated strategies.
Today the firm oversees more than $187B in client mandates across 45+ markets, with a client retention rate of 99.8% — a number we consider the truest measure of our work.
See our investment plansWhat we stand for
Disciplined mandates
Every allocation passes an investment committee with defined risk budgets and exit criteria.
Client alignment
Our fee structure rewards performance, not activity. We grow only when our clients grow.
Global reach
Coverage across North America, Europe, Asia and digital-asset venues, 24 hours a day.
Regulated & audited
Full legal compliance, segregated client reporting and independent transaction records.
Leadership & vision
The people behind the mandate
EM
Elena Marchetti
President & Chief Investment Officer
Oversees investment strategy, portfolio construction and the global research desk.
JO
Julian Okafor
Vice Chairman, Institutional
Leads institutional relationships, advisory groups and treasury operations.
