general invest

What general invest does

General Invest is a privately-held Russian investment company, founded in 2009 by Italian financier Vincenzo Trani and headquartered in Moscow. It operates as a multi-family office providing discretionary asset management (trust management), brokerage, depositary, and investment advisory services, alongside lifestyle and concierge offerings, to high-net-worth individuals with a minimum investment threshold of 10 million rubles and to corporate clients seeking treasury and investment management. The firm is licensed by the Central Bank of Russia as a broker, dealer, securities manager, and depositary (licenses issued 2009–2011), and is registered in the Unified Register of Investment Advisors (#29).

The company's core technology stack centers on a proprietary online client cabinet (online.generalinvest.ru) and a mobile application for iOS and Android launched in December 2023, both supporting full trading operations and market data access. Its revenue model is multi-stream: management fees on discretionary assets, transaction-based brokerage commissions (including margin trading), recurring depositary/custody fees, advisory fees, and ancillary professional service fees from concierge/lifestyle offerings. Distribution is sales-led and direct, executed through a regional office network of six Russian cities (Moscow, Saint Petersburg, Yekaterinburg, Kazan, Krasnodar, Tyumen), with planned further expansion including Almetyevsk in Tatarstan.

Name

general invest

Legal name

ООО Концерн «ДЖЕНЕРАЛ-ИНВЕСТ»

Website

https://generalinvest.ru

Company type

Private

Founded year

2009

Operating status

Operating

Short description

General Invest is a Russian private investment company founded in 2009, offering asset management, brokerage, depositary, and advisory services to high-net-worth individuals and corporate clients across six Russian cities, operating as a multi-family office.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)

Keywords

• Wealth management
• Asset management
• Brokerage services
• Investment advisory
• Private banking

Headquarters

HQ city

Moscow

HQ country

Russia

HQ region

Europe

Offices6 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Trust Management (Доверительное управление): Discretionary asset management services for wealthy clients with personalized investment strategies
2. Brokerage Services (Брокерское обслуживание): Brokerage account services including margin trading capabilities for securities trading
3. Depositary Services (Депозитарное обслуживание): Custody and depositary services for securities held by clients
4. Investment Advisory (Инвестиционное консультирование): Investment consulting and advisory services for clients
5. Lifestyle Services: Concierge and lifestyle management services including real estate assistance abroad, residency permits, private aviation

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

General Invest is a Russian multi-family office and full-service investment company offering discretionary trust management (asset management), brokerage, depositary (custody), and investment advisory services. The firm serves high-net-worth individuals and corporate clients with a minimum investment threshold of 10 million rubles, complemented by concierge and lifestyle services.

Product overview

General Invest operates as a multi-family office and investment company offering a comprehensive suite of wealth management services. The core offering includes discretionary asset management (Доверительное управление), brokerage services (Брокерское обслуживание), depositary services (Депозитарное обслуживание), and investment advisory (Инвестиционное консультирование). The company provides digital access through its online client cabinet (Онлайн-кабинет) and mobile application, allowing clients to manage accounts and execute trades. Additional services include investment strategies such as substitute bonds and risk parity strategies, capital protection structured products, and the Deliclub loyalty program. The company serves premium and private banking clients with minimum investment thresholds starting from 10 million rubles, positioning itself between boutique brokerage and full-service investment banking.

Differentiator

Problem solved

Functional benefit

Products and services

• Trust Management (Asset Management) Discretionary asset management services (Доверительное управление) allowing clients to delegate investment decisions to professional portfolio managers with personalized investment strategies. Available to clients meeting the 10 million rubles minimum threshold.
• Brokerage Services Brokerage services (Брокерское обслуживание) for executing securities transactions on Russian and international markets, including margin trading capabilities.
• Depositary Services (Custody) Custody and depositary services (Депозитарное обслуживание) for safekeeping of securities and client assets.
• Investment Advisory Investment consulting and advisory services (Инвестиционное консультирование) providing personalized investment recommendations, portfolio advice, and macro analysis for premium and HNW clients.
• Business Services (Corporate) Investment and financial services for corporate clients including treasury management, investment of excess cash, and financial risk management solutions.
• Online Cabinet (Client Portal) Online client portal (Онлайн-кабинет) for account management, trading operations, and accessing investment services digitally.
• Mobile Application (iOS and Android) Mobile application enabling full trading capabilities, market data viewing, and account management for clients.
• Substitute Bonds Strategy Investment strategy focused on substituted eurobonds traded on Moscow Exchange, offering currency exposure without currency storage fees.
• Risk Parity Strategy Investment strategy designed for investors who find it difficult to choose between risk and return, balancing risk across asset classes.
• Capital Protection Structured Products Structured products with 100% capital protection, combining bonds and options, designed for qualified investors.

Quantifiable outcome

• 40% client base growth in 8 months following strategic transformation
• +2 more outcomes

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Scale indicators8 records

Recent moves2 records

Market position

Weaknesses4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/concern-general-invest-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about general invest