About

Connecting Capital. Creating Opportunity.

Rosewood is an independent strategic and capital advisory firm focused on Asia, India, and the Middle East. Established in 2017, we are dedicated to a single purpose: connecting capital with opportunity. We help companies raise debt and equity, structure sophisticated financing solutions, and execute transactions that drive scale, resilience, and long-term value.

We bring the discipline and experience of global investment banking together with the focus and agility of a boutique. Our clients include founders, mid-market leaders, large corporates, private equity firms, and global family offices who rely on us for clear advice, strong investor access, and precise execution.

Our role is simple but powerful: we help businesses secure the capital they need to grow — and the strategic clarity they need to move forward with confidence.

Stephan Lickert

Multi-Generation Wealth & Debt Advisory | Wealth Management & Family Office Solutions | Strategic Capital Advisor

Stephan is a senior wealth management professional with over 30 years of international experience advising (Ultra) and high-net-worth families, family offices, some corporate/institutional – and private clients. He specializes in multi-generation wealth planning, discretionary investment advisory, and bespoke family office solutions, delivering strategies that combine strategic insight, precision, and long-term value creation. Always with passion – and with a ‘clients first’ mentality.

He currently serves on the Advisory Board of Limmig Partners AG among other mandates, and previously led the ASEAN Private Banking and Wealth Management team at Bank of Singapore, Asia’s Global Private Bank, overseeing a team of specialists and driving growth and market development across Southeast Asia. Stephan has also held international senior management roles at UBS, client advisory and market development roles at Jyske Bank (Schweiz), and as an independent consultant in Hong Kong and Zurich, building a deep cross-border perspective and a reputation for client-focused, bespoke wealth solutions.

Stephan is recognized for his strategic insight, empathy, and ability to build long-term client relationships. He brings a combination of traditional private banking and sophisticated wealth management expertise, discretionary portfolio management, and advisory acumen to help clients navigate complex wealth, investment, and succession planning challenges with clarity and confidence.

Josef Linh

Private Debt & Wealth Structuring | UHNW Advisory | Cross-Border Investment & Capital Solutions

Josef is a senior wealth management professional with nearly two decades of experience advising ultra-high-net-worth individuals, family offices, and international private clients across Europe and Asia. He specializes in Wealth Management, client relationship management, and sophisticated cross-border wealth structuring, helping clients navigate complex financial and family wealth situations with precision and discretion.

Josef is part of the COO team at Avalor Investment AG, one of Switzerland’s leading independent wealth managers, and previously led business development at Altoo AG, driving growth and strategic partnerships in the digital wealth space. He has also held senior roles at Edmond de Rothschild, Deutsche Bank, and UBS AG, earning a reputation for discretion, global insight, and the ability to cultivate long-term client relationships.

He combines traditional private banking expertise with an understanding of digital innovation in wealth management. He brings a strategic mindset, analytical rigor, and a deep international network to support clients in achieving their financial and legacy objectives, delivering solutions that are both tailored and forward-looking.

Natasha Sajnani Shah

Structured Finance, Origination & Cross-Border Solutions

Natasha is a senior corporate finance and structured trade specialist with over 17 years of experience advising corporates, financial sponsors, and institutions across Asia, India, and Europe. She is known for structuring and executing complex cross-border debt transactions, bringing clarity and strategic discipline to situations that demand sophisticated capital solutions.

She has held senior roles at Maybank, Deutsche Bank, Royal Bank of Scotland, and Credit Suisse, where she advised on structured finance, equity derivatives, and strategic equity solutions. Operating at the intersection of origination and execution, Natasha has consistently delivered bespoke capital structures aligned with growth objectives, balance sheet optimization, and risk management priorities.

In addition, she acts as an expert advisor on debt transactions for selected corporates, providing independent strategic counsel, institutional market access, and hands-on transaction leadership. Her approach combines rigorous structuring expertise with commercial judgment and a deep international network – ensuring transactions are not only executable, but strategically positioned for long-term value creation.

Fund Services

Your Business, Our Business

At Rosewood Capital, we believe that capital solutions should be as dynamic, forward-looking, and sophisticated as the markets they serve. We are a specialist advisory and investment platform focused on structured finance, private debt, and cross-border capital solutions, partnering with corporates, funds, and family offices across Asia and global markets to unlock growth, navigate complexity, and seize opportunity.

Our Approach

AWe bring deep technical expertise and a pragmatic, relationship-driven approach to every engagement. From origination and structuring to compliance, fund operations, and capital strategy, we deliver solutions that are strategic, resilient, and closely aligned with our clients’ ambitions.

We work across the full capital ecosystem, ensuring every aspect of your growth is supported:

Fund Managers & Asset Owners: fund structuring, administration, reporting, investor services, and regulatory compliance
Corporates & SPVs: corporate structuring, governance, debt administration, and cross-border execution
Compliance & Advisory: AML/KYC, ESG reporting, risk advisory, internal audits, and governance support

Our work is defined by discretion, discipline, and integrity — the standards expected of a true global advisory partner.

Our Philosophy

We do more than advise—we partner with you to design platforms built for long-term success, bridging the gap between opportunity and execution.

Expertise Over Size: True capability is defined by knowledge, trust, and alignment—not just assets under management.
Resilience Matters: Sound governance, operational rigor, and platform strength are as critical as any strategy.
Partnership-Driven: The best outcomes arise from collaboration, insight, and shared purpose.

Our Promise

Rosewood Capital is more than a financial advisor—we are:

A partner in growth
A bridge to opportunity
A platform built for enduring success

Institutional strength. Boutique agility. Lasting impact.

Why It Matters

In today’s complex markets, performance isn’t just about strategy—it’s about the platform enabling it. At Rosewood Capital, we build that platform:

Resilient operations that scale with your ambitions
Trusted governance that earns investor confidence
Market access that connects you to global opportunities
Insight-driven execution to maximize results

2.1 Fund Solutions

2.1.1 Accounting + Audit
2.1.2 Taxation
2.1.3 Compliance
2.1.4 Custodian Services

2.2 Legal & Compliance

2.2.1 Accounting + Audit
2.2.2 Taxation
2.2.3 Compliance
2.2.4 Custodian Services

2.3 Research & Intelligence

2.3.1 Competitor Landscape
2.3.2 Credit + Market Research
2.3.3 Financial Modelling

Consultancy Services

What Makes Rosewood Different

💼 Senior Attention. Always :

You work directly with senior advisors — no layers, no handoffs, no dilution of quality.

🌏 Asian Insight. Global Connectivity :

Deep regional expertise supplemented by a carefully curated global investor ecosystem.

📈 Capital Architecture Specialists :

We don’t just raise capital — we engineer capital structures that maximise flexibility and long-term value.

🧭 100% Independent & Client-Aligned :

We answer to no institution. Our only allegiance is to our clients.

🎯 Precision. Discretion. Results :

We operate with the rigor of a global investment bank, but with the agility and creativity of a modern boutique.

Core Values

At Rosewood, we believe great outcomes are never accidental — they are engineered through insight, relationships, and impeccable execution.
We bring together:

Unmatched access to private credit, global investors, and strategic capital pools
Cross-border financing expertise across Southeast Asia, India, the Middle East, and Europe
A high-touch, senior-led advisory model
Independence that allows us to always put clients first

Our work is defined by discretion, discipline, and integrity — the standards expected of a true global advisory partner.

Practices

Capital Raising & Financial Advisory.
We help companies secure the right capital at the right time — anywhere in the capital structure.

Growth & Strategic Equity
Private Credit & Mezzanine Finance
Structured & Asset-Backed Financings
Acquisition Finance
Refinancing & Recapitalisation
Cross-Border Capital Solutions

We engage with a global network of private credit funds, investment banks, sovereign investors, corporates, and family offices.

The Rosewood Promise

When you work with Rosewood, you get more than an advisor.
You get a partner — one who understands your ambition, protects your interests, and delivers outcomes that shape the future of your business.