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About Us

A heritage of trust, a vision of wealth

Founded with the conviction that exceptional returns and uncompromising integrity belong together.

Our story

Built by investors, for investors

UTRUSTINVESTMENT was founded by Felipe Castro, a veteran portfolio manager with two decades of experience across European, North American, and Asian capital markets. What began as a private boutique advisory in 2013 has evolved into one of the most respected names in alternative investments.

Today, we manage capital for sophisticated investors in 47 countries β€” combining algorithmic precision with the judgement of seasoned humans. Our portfolio managers average 18+ years of buy-side experience, and our risk team operates entirely independently of the trading desk.

Our edge is not speed, leverage, or speculation. Our edge is discipline.

Felipe Castro, Founder and CEO of UTRUSTINVESTMENT, at his desk
From the desk of
Felipe Castro
Founder & Chief Executive Officer

"Our investors don't want shortcuts. They want consistency, transparency, and a partner who treats their capital as if it were their own."

Our Mission

To make institutional-grade investment strategies accessible to private investors worldwide β€” without the gatekeeping, opacity, or excessive fees that define traditional wealth management.

Our Vision

A global community of investors compounding wealth on terms that are transparent, risk-managed, and aligned with their long-term goals β€” not their bank's quarterly targets.

Our Values

Integrity above growth. Transparency above marketing. Long-term thinking above quarterly performance. Every decision begins with a single question: would we do this with our own capital?

The UTRUST Difference

What sets us apart

Six pillars that define how we protect, grow, and report on every dollar entrusted to us.

Bank-Grade Security

256-bit AES encryption end-to-end, segregated custody with Tier-1 prime brokers, multi-signature cold storage for digital assets, and continuous SOC 2 monitoring across the platform.

Disciplined Strategy

Risk-managed allocations across equities, FX, commodities, and digital assets. Position sizing is rules-based, drawdowns are capped per strategy, and every trade clears an independent risk desk.

Truly Global Reach

Capital deployed across 47 countries with regulated brokerage partners in London, New York, Singapore, and Zurich. Multi-currency funding, multi-jurisdiction tax reporting, 24/7 desk coverage.

Investor-First Economics

Transparent fee schedule with no performance fees on principal, daily withdrawals, and real human advisors at every tier. Your interests are aligned with ours β€” we co-invest alongside our clients.

Audited Track Record

Big-four-audited performance with consistent outperformance versus the MSCI World benchmark since inception in 2013. Monthly statements, real-time NAV, and on-demand portfolio attribution.

Compounding Engine

Daily profit cycles designed to compound capital with mathematical precision. Reinvestment is automated, transparent, and fully controlled β€” pause, scale, or withdraw any time.

$2.8B+
Assets under management
84,000+
Active investors
47
Countries served
12 yrs
Operational track record
Leadership

The people behind your portfolio

A senior team drawn from global investment banks, quantitative hedge funds, and top-tier regulators.

FC
Felipe Castro
Founder & CEO

20+ years across Goldman Sachs and Pictet. Built the firm's quant infrastructure from the ground up.

HM
Helena Mortensen
Chief Investment Officer

Former portfolio manager at Bridgewater Associates. Leads cross-asset allocation and risk parity strategies.

DO
Daniel Okafor
Head of Risk

Ex-Bank of England regulator and JPMorgan VaR desk. Operates the firm's independent risk function.

YT
Yuki Tanaka
Head of Quantitative Research

PhD MIT, 12 years at Citadel and Two Sigma. Designs our systematic alpha models and execution engines.

Milestones

Twelve years of compounding

2013Founded in Zurich

Felipe Castro launches UTRUST as a private advisory for high-net-worth families.

2016First $100M AUM

Crossed nine figures under management with a 100% positive performance year.

2018Global brokerage network

Expanded to regulated partners in London, New York, and Singapore.

2020Quantitative platform launched

Deployed proprietary execution engine and algorithmic risk overlay.

2022SOC 2 Type II certified

Independent audit of security, availability, and confidentiality controls.

2024$2.8B AUM & 84,000 investors

Became one of the leading independent alternative investment platforms.

Regulation & Compliance

Operated to the highest standards

UTRUSTINVESTMENT operates through licensed entities and regulated brokerage partners. All client capital is held in segregated accounts. We comply with KYC, AML, and CFT requirements in every jurisdiction we serve, with annual independent audits of our financials and security posture.

SOC 2 Type II
ISO 27001
GDPR Compliant
Big-Four Audited