Team
A small, senior team with combined experience across structured finance, insurance law, and EU wealth regulation.
Meet Us in Person
Bureau of Boston operates with a deliberately constrained headcount. We do not scale by adding junior advisers who then manage client relationships independently. Every engagement is led by a senior member of the team who personally signs the fiduciary memo, attends client review meetings, and is accountable for the structural integrity of the recommendations. This operating model limits the number of clients we can serve at any given time — and that is intentional. Capital protection is not a high-volume advisory category. It requires time, precision, and the kind of institutional scepticism that only comes from having worked through multiple market crises firsthand.
Each team member brings a specific technical discipline to the advisory process.
Jonathan founded Bureau of Boston in 2011 after fifteen years in structured products at institutions in London and Vienna. He holds a CFA chartership and is an associate member of the Chartered Insurance Institute. He leads all structural design mandates and personally authors each fiduciary memo delivered to clients.
Ioana joined in 2014 with a background in financial services law at a Bucharest-based firm advising insurers on Solvency II implementation. She oversees wrapper jurisdiction selection, coordinating with counsel in Luxembourg and Dublin to ensure each structure's regulatory standing is current and defensible.
Mihai manages the onboarding process, annual review cycle, and client reporting at Bureau of Boston. With a background in private banking at a major Romanian commercial bank, he translates complex structural changes into plain-language summaries that clients can share with their family members and professional advisers.
EU financial regulation governing insurance wrappers, cross-border estate structures, and capital markets instruments changes materially every two to three years. The PRIIPS regime, SFDR disclosure rules, the IDD insurance distribution directive, and evolving ANAF guidance on foreign-held structures all create obligations that, if missed, can compromise the legal standing of a client's structure. Every member of the Bureau of Boston team participates in a structured continuing professional development programme aligned with the relevant European supervisory authority calendars. We treat regulatory fluency not as a compliance box but as a direct service to clients who depend on the durability of their structures.
“What struck me about Jonathan and Ioana was how readily they said ‘we don't know yet, we need to check’ during our first consultation. In twenty years of working with financial advisers, that kind of intellectual honesty is vanishingly rare. They came back three days later with a written answer that cited the specific ANAF circular. That told me everything I needed to know.”
Radu Manolescu, retired industrialist, București
Introductory consultations are held at our Strada Gheorghe Manu office or by encrypted video call — typically 60 to 90 minutes, with no obligation.
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