TGS Baltic advised Orion Wealth in obtaining a licence of a financial brokerage firm of category C

11.11.2022 TGS Baltic advised Orion Wealth in obtaining a licence of a financial brokerage firm of category C

We advised Orion Wealth in obtaining a licence of a financial brokerage firm of category C. This license allows the firm to provide portfolio management, investment advice and other investment and ancillary services.

Orion Wealth, UAB operates as a multi-family office, providing independent, integrated wealth and asset management, optimisation and planning services to its clients.

On all issues in connection with obtaining the licence of a financial brokerage firm, the client was advised by Partner Agnius Pilipavičius, Senior Associate Karolina Lapinskaitė, Associate Elvinas Kižys, Legal Assistant Aurėja Jackūnaitė.