Arbion Limited
- Regulatory AUM
- $2.2B
- Discretionary
- $1.9B
- Clients
- 151
- Avg AUM / client
- $14.8M
- Accounts
- 185
- Employees
- 32
AUM over time
Annual snapshots from Form ADV filings · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 90 | $1.6B | 70.6% |
| Pooled investment vehicles (non-investment companies) | 2 | $161M | 7.21% |
| Corporations and other businesses | 50 | $404M | 18.1% |
| Other | 9 | $91.5M | 4.1% |
People (8)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Smyth, Carnegie Edward | Director | Feb 2015 (12y) | Less than 5% | |
| Ohbi, Kirinpal | Director | Feb 2022 (5y) | Less than 5% | |
| Malone, Gregory, Edward | Shareholder | Oct 2022 (4y) | 10% – 25% | |
| Karaca, Ali Sevket | Shareholder | Mar 2023 (3y) | 10% – 25% | |
| Lieberman, Dotan, Nathan | Shareholder | Mar 2023 (3y) | 10% – 25% | |
| Pabst, Marco, Eberhard | Shareholder And Director | Mar 2023 (3y) | 10% – 25% | |
| Pasini, Daniel, Attilio | Shareholder And Director | Mar 2023 (3y) | 10% – 25% | |
| Kahlon, Nisha, Kaur | Head Of Compliance | Sep 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Arbion Holdings Limited | Shareholder | Oct 2022 | A | 75% or more |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 910 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Hsbc Private Bank (C.I.) Limited $509M (23% of AUM) Mar 2026
- Credit Suisse (Uk) Limited $226M (10% of AUM) Mar 2026
- Credit Suisse Ag $171M (11% of AUM) Oct 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗