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Client Relationship and Development Manager | CAIA

Athas Kouvaras

Athas Kouvaras

Enthusiastic, transparent and known for his wittiness, Athas thrives on collaborating with clients to achieve their aspirations. A clear communicator, he enjoys cultivating long-term relationships as well as connecting with new people. His infectious energy and diligence mean that he is driven to go above and beyond the call of duty for his clients and his colleagues.

Athas is an accomplished investment industry professional with almost 20 years’ experience across various analytical and business development roles, working with individuals, institutions and intermediaries. Athas brings a wealth of knowledge working with some of the most sophisticated participants in the asset management universe to deliver best-in-class solutions and practices.

As a Chartered Alternative Investment Analyst (CAIA), Athas considers the diversifying function and other benefits that compelling alternative assets and strategies potentially provide within portfolios.

In addition to his relationship management and business development responsibilities, Athas is actively involved in ongoing manager research and asset allocation to ensure that RFO clients have all the tools necessary to build lasting multi-generational prosperity.

Fields of expertise

  • Alternative strategies
  • Manager research

Academic background

  • Chartered Alternative Investment Analyst (CAIA), 2004
  • Bachelor of Commerce, University of Toronto, 2002

Professional and Community involvement

  • Member Advisory Panel, Canadian Association of Alternative Strategies and Assets (CAASA)

Athas’ expertise

Richter Family Office

We understand that the transfer of your wealth to future generations is about far more than just the dollars and cents. It’s about the transition of your legacy.

Managing your Wealth

Acting as your family’s Chief Investment Officer, our registered professionals provide fully independent wealth management advisory services to guide you in managing and stewarding your family’s financial assets.

Quarterbacking Complex Technical Issues

For our families, investment management is just one important issue: estate and tax planning in many cases is a more significant piece of a multi-generational framework.

Financial Literacy Program

Many business owners and families of significant means work hard to prepare their businesses for their next generation. A crucial aspect of that process, often overlooked, focuses on preparing the next generation for the business.

Giving Back: Philanthropy

Charitable giving is often an expression of your family’s core values; it represents who you are and what you aspire your legacy to be. In order to maximize the impact of your philanthropy, you must ensure that your giving is effective and that your gifts are used in a way that reflects your intent.

The Family Dynamics

Family enterprises are complex systems, whether they operate in the context of an operating family business or as stakeholders in a large passive investment corporation.

Family Account Management

High net worth families face specific complexities: multiple types of investments, sophisticated legal structures, complicated compliance requirements, as well as unique challenges relating to cash management.
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